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COACHING
A COACHING NETWORK WITH EXCEPTIONAL EXPERIENCE
At Partners in Genius, we believe in the transformative power of coaching. Whether you're an advisor seeking to elevate your business or a wealth management enterprise aiming to enhance your team's performance, coaching provides the personalized guidance and actionable strategies needed to unlock your full potential. Our coaching network brings together seasoned professionals who specialize in critical areas, helping you stay competitive in an ever-evolving market.
WE UNDERSTAND YOUR BUSINESS AND CAN ANTICIPATE YOUR CHALLENGES
Our network of expert coaches brings a wealth of knowledge and wealth management experience to help you succeed. Each coach specializes in their own area of expertise, ensuring you get the specific guidance and support you need to grow your business and enhance your services. Meet our coaches below and see how they can help elevate your practice.
THE BENEFITS OF COACHING
Coaching is an invaluable resource that offers tailored, informed support, helping advisors and enterprises achieve growth, efficiency, and a more engaged client base.
Working with our network of professional coaches gives you access to a partner that can help you and your organization to:
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Build scalable advisor marketing practices for large enterprises
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Gain a second opinion before moving ahead on big investments in marketing campaigns, technology, or resourcing
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Enhance engagement strategies for better client retention, satisfaction and referrals
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Leverage marketing technology and data integrations for operational efficiency, insights and attribution
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Strengthen your social media strategy and digital marketing tactics with experienced insights
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Develop and execute enhanced and tested strategies for business growth and new client acquisition
MATT HYAMS
FOUNDER, MANAGING DIRECTOR, PARTNERS IN GENIUS
Matt Hyams is a seasoned marketing professional with nearly two decades of experience building advisor marketing operations practices for enterprises and individual advisors. With a unique combination of creative problem-solving and data-driven technology strategies, Matt has successfully helped advisors and institutions enhance their brand presence, client engagement, and business growth across diverse, global markets.
KIM PETERSON
FOUNDER, NOMADIC NERD
Kim Peterson is a highly experienced coach, founder and Certified Financial Planner with over 23 years of experience in the financial services industry. Specializing in practice management and business growth, Kim draws from her own experience as an executive leader and financial planner to coach advisors to enhance their productivity, build stronger client relationships, automate, and refine their business operations through data-driven best practices in lead generation and attribution.
