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Services

Support That Matches Where You Are

Whether you're working through a specific challenge, looking to better understand yourself or your team or ready for an ongoing coaching partnership, there is a way to get started.

Book a Clarity Session
  • Get focused

    Advisor Focus Session

    Best for: one specific challenge or decision

    A focused, one-time coaching session to work through what’s in front of you, gain perspective and leave with clear next steps.

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  • Communication & Leadership

    DISC + 12 Driving Forces Assessment

    Best for: self-awareness, communication & teams

    Understand how you’re wired, what drives you and how it shapes the way you communicate, work and lead.

    Learn more
  • Most popular

    1:1 Coaching

    Best for: advisors ready for ongoing growth and accountability

    Personalized coaching to help you focus on what matters, take action and keep moving forward.

    Book a Clarity Session
  • Learn at your pace

    Courses & Programs

    Best for: structured learning and development

    Advisor-focused programs that combine practical lessons, tools, and reflection to help you strengthen specific areas of your practice and career.

    Explore Courses

For Teams & Organizations

Coaching Isn’t Only Individual

Clear Story Coaching also partners with advisor teams and financial services organizations through customized workshops, DISC + 12 Driving Forces assessments, team coaching, and leadership development.

Let’s Talk About Your Team

How we help

We help advisors turn intention into action

Every coaching relationship is different, but the work is grounded in three things: clarity about what matters, structure that works in the real world and follow-through that turns intention into action.

  1. Get Clear

    We take an honest look at what’s happening now and identify what needs your attention.

  2. Build Structure

    We turn that clarity into a practical plan that fits you, your practice and the way you work.

  3. Follow Through

    Through consistent coaching, you turn each conversation into action and keep moving forward between sessions.

What advisors say

Real results, in their words

  • “Your dedication and passion made our team think differently and work better together. I’m grateful for the opportunity to work with you.”

    Laura T.Licensed Client Associate on a team

    ↑ Stronger team alignment & collaboration

  • “You’ve been such a positive, energetic promoter of our advisors and our teams. I really appreciate everything you’ve done for me.”

    Christy T.Independent financial advisor and owner

    ↑ Renewed confidence & momentum

  • “The best coach we’ve ever worked with. You always know how to keep everyone engaged and giving their best, for the team, not just themselves.”

    Rick P.Senior financial advisor

    ↑ Higher team engagement

Questions

Frequently asked

Who is this coaching for?

Financial advisors at different stages of their careers, from newer advisors building a strong foundation, to growth-stage advisors strengthening their practices, to experienced advisors navigating change or determining what's next. If you're ready to be more intentional about where you're going and how you get there, Clear Story Coaching can help.

What happens in the Free 30-Minute Clarity Session?

It's a relaxed, 30-minute conversation. We'll get a clear picture of what's really going on in your practice, identify what needs your attention, and determine the right next step.

How is this different from a marketing or sales program?

Many advisor programs focus on one part of the business, such as marketing, sales or prospecting. Clear Story Coaching looks at the whole picture, because building a stronger practice isn’t just about tactics. It’s about the advisor, the business and what needs to happen next.

How do I access my coaching content once we start?

Everything lives in your private Client Portal: lessons, videos and worksheets in one place. Your access unlocks once your coaching agreement is signed.

Do you work with advisors outside of St. Louis?

Yes. Coaching is delivered virtually or in person, so we work together wherever you’re based.

Ways to begin

Start where it suits you

Three ways in. Pick the one that fits where you are this week.