259 Cowley Ave, Ottawa, Ontario, Canada, K1Y 0H2
1-613-729-0419
1-613-482-5152

Are you or your business
spinning its wheels?

We have the solution. Traction.

What is the Traction™ Program?

We built the Traction Control System for you, the established Financial Adviser who is feeling stuck, and wants more. If you want to be in this zone, let’s talk.

Traction begins here

To get started, we discuss your needs, the program fit, what you are looking to achieve, how we can get there, and what to expect in our journey to success.

Tom at a meeting
How we work together

What do you deserve?

Our programs focus on moving a client towards their ultimate business goals through a successful implementation of action items. All of our clients work from a personalized plan, created precisely for them.

We take the time to understand you and your business. It is the only way we know to make it personal and be YOUR partner and trusted advisor in creating SERIOUS SHIFT.

Traction Go
Subheader
24 meetings within a 14 month period
3 initial strategy meetings
Detailed Statement of Work
Serious Shift Size-Up Assessment
Serious Shift Report including specific action items
Online/video calls at mutually agreed-upon times
Coaching and problem-solving to remove implementation barriers
Senior consultant (22+ years of industry experience)
Business Size Up done at your office
Free access to courses in the Serious Shift Lab
Second full day onsite strategy session during the engagement
Final set of Serious Shift Recommendations at end of engagement
Traction Pro
Subheader
25 meetings within a 14 month period
3 initial strategy meetings
Detailed Statement of Work
Serious Shift Size-Up Assessment
Serious Shift Report including specific action items
Online/video calls at mutually agreed-upon times
Coaching and problem-solving to remove implementation barriers
Senior consultant (22+ years of industry experience)
Business Size Up done at your office
Free access to courses in the Serious Shift Lab
Second full day onsite strategy session during the engagement
Final set of Serious Shift Recommendations at end of engagement
Traction Zone
Subheader
27 meetings within a 14 month period
3 initial strategy meetings
Detailed Statement of Work
Serious Shift Size-Up Assessment
Serious Shift Report including specific action items
Online/video calls at mutually agreed-upon times
Coaching and problem-solving to remove implementation barriers
Senior consultant (22+ years of industry experience)
Business Size Up done at your office
Free access to courses in the Serious Shift Lab
Second full day onsite strategy session during the engagement
Final set of Serious Shift Recommendations at end of engagement

See what others have to say about our system

Your Weekly Update

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Book a Strategy Session

Let’s start a conversation. Contact Susan Rothery and she will arrange a time for you to have a coffee with Tom on the phone.