Episode Details

In her coaching, Geraldine focuses on the kind of pricing model you use in your firm, what your client list looks like, and what changes could be made based on your goals; and from there onto how to revitalize your firm with some simple changes to your service packaging and advisory. 

It was awesome getting to chat with her in this episode and share some commonalities in our coaching experience. In this episode, we both leaned into a common truth – that there’s so much possibility on the table for firm owners – especially in the forecasting and advisory role.