Headway Coaching, Llc

Headway Coaching is a business that focuses on working with firms to develop purpose, clear expectations, and leaders to aide in the success of the firm, all while building fundamental principles that they will carry with them as they navigate their journey. A strong emphasis on early productivity, vision work, clear communication, time management and leadership development are critical to launching and maintaining a successful practice. Barclay brings a wide variety of best practices, his fair share of trial and error, extensive research, professionalism, and humor to the table. Through a combination of collaboration and expertise, Barclay and Headway Coaching are helping firms achieve sustained success. When working with individual advisors, and their teams, Barclay focuses on three phases of the career (start-up, expansion, and established); there is a fourth phase which is succession planning. The main objective in working together is to establish the business first to make it not only attractive to build a succession plan, but viable. Within the first three phases of the career there is a focus on a combination of 8 different objectives to build a sound business. These objectives include familiar items like client building and accountability to your goals, but it also includes your financial security process, client management, staffing & infrastructure, professional development, building a business plan, and financial management. Of course, all these things require the right mindset to achieve so we will spend time framing your dynamic business as it will eb and flow as life organically does. Whether you are a firm looking for that added ingredient or an individual advisor, regardless of which phase you are in, feel confident that you can work with Headway Coaching to create a vision and then work intentionally to achieve your goals as efficiently as possible.