The 9:03 Portfolio · 03
Full Portfolio
All five lines of work, a dedicated relationship, and first access to retreat dates. Limited to five firms, because this one takes real time and that is the only way it stays good.
This is a partnership rather than a subscription. We build with your leadership, train your advisors, sit with your families, run your experiences, and take the referrals your plan cannot carry.
Pieces written for your firm alone, and a seat inside the practice. Think of it as a fractional Chief 9:03 Officer.
The work
What a full portfolio includes
01
Everything in Core Holding
Advisor team coaching, Family Purpose work, an experience a year, and the Library co-branded.
02
Firm consulting
Service model design, leadership coaching for founders and partners, and referral design, with two working sessions a year.
03
Custom pieces
Essays and tools written for your firm alone, on the questions your clients are actually asking.
04
A seat inside the firm
A fractional Chief 9:03 Officer, in leadership conversations and in client rooms, so the whole-life work has an owner rather than a champion who runs out of hours.
In practice
How it runs
With your firm
- Two working sessions a year with firm leadership
- Custom pieces written for you and no one else
- Positioning your team can use with prospects
With your clients
- Keynotes and workshops at your events
- First access to retreat and misogi dates
- Private coaching by referral, with capacity held for your clients
With your advisors
- Team training on the Four Pillars and the twelve holdings
- Advisor presence in the rooms that call for it
- Coaching for the advisors who want to go deeper
What changes
The framework stops being something your firm licenses and becomes something your firm is known for.