Affinity Partners coaching & consulting

Since 2014, we have partnered with advisors and firms to grow their businesses by working at the intersection of strategy, people leadership and culture. We help teams accelerate growth organically by aligning strategy, messaging and processes, or inorganically through acquisitions and onboarding of new firms or practices.

Our growth equation

Analyzing hundreds of engagements, we have found that the most successful advisors have one thing in common: more time to be of service to their clients. By aligning the elements below, these advisors and firms grow by design, not by default.
Streamline your investment approach
Implement a defined, defendable and repeatable investment process to enable scale.
Build business efficiency
Lead a thriving team and leverage consistent systems and processes to increase capacity.
Create psychological safety
Articulate your value proposition and foster deeper conversations with clients to deliver a referable experience.

How we partner

Similar to how advisors work with clients, we assess needs, design solutions, implement a plan and monitor progress. This is simple to say and hard to execute at scale. What differentiates Affinity Partners is our:
Co-created solutions
Flexible process
Ongoing accountability

Engage with Affinity

Talk to your Market Leader about engaging with Affinity Partners through:
Consulting
Bespoke engagements with your team or firm.
Coaching
One-on-one engagements to support your business transformation and growth.
Content
Web pages, worksheets and guides.
Communities
Communities
Seminars and workshops sharing our insights and best practices.
Conversation
Conversations
Peer-to-peer discussion forums.
Want to know more?
Walk through our growth equation and related materials to build your business for the future.
Build your business for the future