People are talking!
"Several years ago, I started working with Diane to help me with succession planning and my upcoming retirement. It was my first time working with a business coach. Frankly I wish I had started this many years ago instead of always trying to solve problems by myself; it would have been better and many issues would have been resolved faster. "
"Diane’s work with my partners and me has been invaluable. Personally she has helped me deal with the emotional issues of letting go and moving towards retirement. Professionally she has helped our ownership group develop and clarify our strategic plan for transitioning tasks and clients to the new partners. I am always impressed by her ability to move from understanding and addressing the “big picture” to focusing on the details essential to complete our successful transition."
"Diane’s counsel during the past three years has been invaluable. She has helped me honor and be grateful for the wonderful career I have had as a financial advisor. She has also helped point me toward the future and new possibilities for my life. For her professionalism and friendship I am truly grateful."
Peggy S. Cabaniss
October 24, 2014
"Great Job and fantastic video! I love it. I’m so glad you were able to find a race. This really just solidifies that you were born to be a coach – you’re always inspiring others to set goals and go for them by just being yourself. Incredible."
Susan J. Chesney, MS, CFP®
Delegated Planning, LLC
"Working with Diane has made a significant and positive impact on my business and has been an excellent learning experience. Not only did she sharpen and clarify how I communicate, she identified opportunities I had not seen. The impact to my bottom line has returned multiples on the time and resources invested into our coaching relationship. She brings an experienced no-nonsense approach to coaching and has become a valued confident and friend in my corner. I plan on having Diane on my team on the road ahead."
David J. O’Brien, MBA, AIF®, CFP®
O'Brien Financial Planning
"Life Planning Partners, Inc. is a small ensemble firm experiencing tremendous growth. For us to function well, we need open and positive communication, smooth processes, and clear role clarification. With our fast-paced growth, we were facing challenges in all three of these areas. To address our growing pains, we hired Diane MacPhee, CFP® , PCC to conduct a Strategic Planning Day on site for Life Planning Partners, Inc. As a former practitioner, Diane is well respected because she truly understands the nuances of a financial advisory practice. During the session, she created a team mindset, objectively explored our communication challenges, and clarified how to hear the other viewpoint and arrive at a happy consensus for all. We delved into role clarification and developed strategy around accountability in terms of actual execution. Additionally, we made progress toward better process development and implementation. The day was fun, rewarding, and overall a great success. We look forward to her continued help as we implement the changes that will help our company continue on a successful and fun trajectory."
Life Planning Partners, Inc.
"Diane presented to the NAPFA Bergen/Rockland Study Group. As a former fee-only advisor and current business coach, Diane understands the unique challenges that advisors face. Diane provided key takeaways to overcome challenges, leading to self-improvement and better practice management. Her knowledge and energetic presentation skills made the event a rewarding experience for all participants. I recommend Diane MacPhee! "
NAPFA Study Group Leader
"As a small business owner, instead of hiring a lot of staff, you hire Diane. You then gain access to an amalgam of so many people: a business coach, a consultant, a therapist, a personal trainer, a confidante, an editor and more. She’s what you need when you need it. She has walked in your shoes as she is also an experienced CERTIFIED FINANCIAL PLANNER™ professional. She’s high energy, upbeat, smart, resourceful, focused and fun! What more could you want?"
Sheri Iannetta Cupo, CFP®
SAGE Advisory Group, LLC
"Diane MacPhee served as the coach for Mote Wealth Management, LLC in 2009. She used a direct, logical approach identifying our practice issues and formulating solutions with us. Diane is process-oriented but flexible and willing to change direction as needed. Our business had become static, and Diane was able to help us break out of our ineffective habits and design methods to bring personal passion back into our work. While working with Diane, we implemented a new CRM system, improved our ability to prioritize tasks, implemented a systematic marketing program and became more proactive addressing some lingering client issues. We had fun working with Diane, and we believe she provided the support and coaching we needed to get our business back on track and to focus our efforts, providing essential balance to our lives. We enthusiastically recommend Diane MacPhee and DMAC services."
Eric and Jean Mote
Mote Wealth Management, LLC
"I engaged Diane as a coach to help me with a major challenge: transition my financial planning practice from an hourly structure to a retainer Wealth Management service level incorporating asset management. This was at the beginning of the 2008 market meltdown. Good timing, huh? Diane helped me develop and implement a plan that included replacing all major software components, developing business processes, marketing, and balancing family life during this transition. Her advice and coaching not only made the transition manageable but also resulted in increasing revenues during the transition, despite the recession timeframe. I would not be in the business position I am today without utilizing her coaching services. I continue to build on the consulting advice and coaching she provides as I further grow my practice. Additionally, she is really fun to work with! Her enthusiasm makes it easy to get excited about your practice and work towards future goals."
Colleen Weber, CPA, CFP®
Colleen Weber CPA, LLC
"Diane is a terrific coach -- she is smart, caring, energetic, and insightful. And, the icing on the cake is Diane's experience as a fee-only financial planner. She quickly understood the issues I was facing and she coached and nudged me to make my practice more efficient and balance my work-personal life better. I am so glad I hired Diane and I highly recommend her."
Jill Gianola, CFP®
Fee-Only Financial Planner
Gianola Financial Planning, LLC
"Diane has played a critical part in helping me articulate my long term goals and implement practical tools to achieve them. She demonstrates strong intuition and is not shy in sharing her insights. Her practical experience running her own financial planning firm adds to my confidence in her real world solutions. Diane’s also been a great resource when it comes to her industry contacts and candid assessments of where I can find the best help for my specific needs. Her humorous prodding combined with a tenacious focus on my goals has kept me on track when circumstances pull me other directions. Continuing my relationship with Diane after our initial engagement was an easy decision. As a sole practitioner, I feel like I have the advantages of a high level business partner to help with both strategic and operational issues, without having to give up any control. I couldn’t ask for more."
William R Neubauer, MBA, CFP®
Comprehensive Wealth Management Services LLC
"After leaving my previous firm, I initially felt overwhelmed by everything I thought necessary to start-up my own firm. With Diane's coaching assistance, I was able to focus on what needed to done. All of this without sacrificing my own personal life as part of the process. After one year I have a thriving business and a well-balanced personal life. Diane was very instrumental in helping me appreciate the accomplishments I did achieve as well as the challenges I overcame in the process. Her style was upbeat and encouraging yet she held my feet to the fire.
Cindi R. Hill, CFP®
Hill Financial Advisors
"In a short period of time, Diane has helped me accomplish business and personal goals that I never thought I would accomplish. Diane truly understands my business and her advice is exactly what I have been seeking. Diane has had a significant, positive impact on my business and personal life. Thank you Diane!"
David A. Theis, CFP®
Fee-Only Financial Advisors, Ltd.
"I've never worked with a coach before. And while I have found this to be an excellent overall experience, there are two things in particular that stand out:
The first deals with getting me outside of my comfort zone. Diane leads me to try new approaches to my existing situations, addressing my reservations along the way. She is very good at breaking the process into goals that we mutually agree upon, and then holding me accountable for progress with timelines.
The other aspect of her coaching that has really helped me is how she gives me actual talking points that I can use with clients in addressing difficult topics, like converting from commissions to fees. I often find myself writing down her responses verbatim they're so good.
I feel I am on the right path at this point in my career, and having Diane's help is a big part of that."
Christopher Lamia, CFP®
Gold Coast Securities, Inc.
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