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MEET YOUR COACH
KIM PETERSON (she/her)
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 experience as an executive leader and financial planner and her education at Harvard Business School to coach advisors to enhance their productivity, build stronger client relationships, and refine their business operations through automation and data-driven best practices in lead generation and attribution.
Her coaching programs focus on discovering the "Why," "Who," "How," and "When" of an advisor’s practice—offering not just guidance but a path toward real, measurable growth.
COACHING EXPERTISE
Honed through real-world experience in both her advisory role with clients, and her career as an executive, Kim's expertise includes:
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Coaching both new and experienced advisors to elevate their strategies
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Delivering values-based training programs with tangible results
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Specializing in advising niche markets like high-income professionals and women
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Helping advisors create transformative client relationships beyond transactions
COACHING OBJECTIVES
For rookies, to seasoned advisors, and enterprises ready to take the next step with their marketing and sales efforts, Kim’s coaching can help to achieve success in areas such as:
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Building and expanding niche market strategies
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Improving client retention and engagement through personalized service models
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Enhancing practice management efficiency and scalability
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Defining and executing unique value propositions to differentiate from competitors​
PROSPECT & CLIENT ENGAGEMENT
SALES & REVENUE STRATEGIES
PRACTICE MANAGEMENT
STRATEGIC AUTOMATION
ASK KIM ABOUT...
Besides being a coach, Kim is also the founder of Nomadic Nerd, which was conceived to bridge the critical "gaps" in today's evolving business landscape. In an era where companies are increasingly tasked with achieving more while utilizing fewer resources, Nomadic Nerd's mission is to facilitate growth without the burden of additional resource allocation. They aim to enhance efficiency, thereby freeing up valuable time for alternative pursuits.
Nomadic Nerd's vision is to collaborate with businesses, gaining an in-depth understanding of their unique challenges. Through strategic automation integration, they seek to empower these businesses. Together, you'll embark on a journey to help you attain success, however you define it.
Please note that our coaches are independent professionals who bring their own unique expertise to support your success. While Partners in Genius facilitates these valuable connections, the coaching services are delivered through their own businesses, and each coach manages their client outcomes independently.