The 9:03 Work · 02 · The Advisor Team
We coach you first.
You can outsource the purpose conversation, or you can learn to hold it yourself. The advisors who hold it keep the household through the transfer.
Before you hold this conversation with clients, you have it yourself.
Then the tools that make it repeatable, so it runs the same way every time.
Adam Bruderly, Board Certified Coach, ICF-trained, CIMA. Twenty-five years in and around wealth management. He runs the four pillars on himself and his family first.
The work
What you get
01
One-to-One Coaching
Personal coaching on holding the purpose-based conversation: the opening question, the silence after it, and where it usually goes wrong.
02
Conversation Guides
Advisor-only guides behind every pillar and every asset. When to send it, what to ask, what to listen for.
03
Client-Ready Assets
The essay library across all four pillars, and The Ledger, ready to send between reviews.
04
Firm-Branded Tools
The 9:03 Clock and the Baseline as tools under your name, plus pillar visuals for the twelve holdings.
In practice
How it runs
The Coaching
- Regular one-to-one sessions, on your cadence
- Real client situations, worked through as they happen
- The Four Pillars applied to your own practice first
The Resources
- Advisor-only conversation guides for all twelve holdings
- The client essay library, co-branded
- The Ledger, ready to send every month
The Practice
- The Clock and Baseline as firm-branded tools
- Pillar visuals for the table and the screen share
- Something to send between meetings that no other advisor has
What changes
You can hold the conversation yourself, and your clients hear something no one else in your market is saying.