Navigate Your Firm, Authentically

There is no “one size fits all” partner in any firm, but there are signifiers that indicate the likelihood of success at a given firm. 

The Enneagram helps to identify your individual strengths, areas for growth, and stress inducers, and compare them with the benchmark competencies for partnership at your firm. Armed with this understanding, we strategize how to make your unique strengths work for you and target the specific areas for development that are essential for partnership readiness at your firm. 

Coaching, as such, can clarify for you what is expected of partners at your firm and help you better prepare to perform at a high level. This will help to foster the firm’s long-term commitment to you, as you demonstrate your value to the firm and its growth.

Prepare for Partnership

In this 12-week program, we take a deep dive into your patterns, habits, motivations and challenges, and we identify areas for growth. We compare and contrast them with the firm’s requirements for successful partnership, and we create a strategic plan of action for development and growth to ensure alignment with individual and firm goals.

Weeks 1-4: Leadership Foundation & Self-Mastery

  • Enneagram assessment and leadership style identification

  • Executive presence and communication excellence

  • Emotional intelligence and conflict resolution skills

  • Personal brand development within firm culture -

    “networking begins at home.”

Weeks 5-8: Business Development & Client Relations

  • Strategic networking and relationship building

  • Client development and retention strategies

  • Cross-selling and upselling methodologies

  • Industry positioning and thought leadership

Weeks 9-12: Partnership Preparation & Integration

  • Team leadership and associate mentoring

  • Partnership readiness assessment and planning

  • Firm integration and succession positioning

What to Expect:

  • Accelerated Partnership Readiness - Clear and customized planning with measurable progress

  • Enhanced Leadership Presence - Confident, authentic leadership style

  • Business Development Acumen - Dedicated planning to generate and retain clients

  • Cultural Integration - Deep alignment with firm values and vision

  • Strategic Positioning - Cultivate market recognition and thought leadership