512 Performance Group™ approaches the growth of a retirement, investment, and financial planning practice as a business. In adapting an entrepreneurial methodology, we focus on:
Enhancing existing/creating new business development channels
- Driving a differentiated customer experience
- Offering techniques for maintaining a balanced life
We utilize the GROW Method of coaching as the foundation to a customized, client-by-client experience.
G – What are your GOALS?
R – What is your current REALITY?
O – What are your OPPORTUNITIES?
W – WHAT will you do and by when to accomplish your objectives?
We believe the “run it like a business” approach is the best pathway to achieving sustainable long-term growth.