The Path from Advisor to CEO

Helping you find both success AND fulfillment while building the practice of your dreams.

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About Chelsea

I’ve been where you are. I built and sold a financial practice, experienced the pressure of production, staffing, service, CE’s, compliance, marketing, etc., and learned firsthand what it takes to grow beyond survival mode.

Now, I work with advisors and firms across the country to rethink growth, leadership, and culture. My mix of financial services experience and emotional intelligence training helps advisors not just build bigger businesses, but build ones that actually work for their lives.

Services for Financial Professionals

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    Elite Advisor Masterminds

    Connect with other top-tier financial advisors who share your drive for excellence and ambition for growth.

    The best advisors surround themselves with people who challenge their thinking, share what works, and push them forward into thinking about their business like a CEO.

    Co-led by myself and Dawn Wolfgram, our Elite Advisor Masterminds bring together top advisors from across the country in intentionally curated, expertly facilitated groups. These are dynamic forums where you’ll tackle real challenges, exchange practical ideas, and sharpen your leadership.

    If you’re ready to push past your current success and reimagine what’s possible, this is the room for you.

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    Practice Management Consulting

    Running a practice takes more than production—it takes systems, leadership, and a strategy that works.

    We dive into the details of your business to help you scale sustainably. From segmentation and workflows to client experience, marketing, and team structure, we give you the roadmap and support to move from advisor to CEO.

    My approach blends data-driven analysis with hands-on guidance so you know exactly where to focus and how to implement change. You’ll leave with clear priorities, actionable strategies, and the confidence to build a practice that works for you, your team, and your clients.

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    Coaching

    A strategic partnership designed to help you sharpen your skills, navigate challenges, and elevate your impact. Through personalized coaching, supported by The Enneagram, you’ll gain clarity & confidence, refine your decision-making, and serve as a sounding board for you as you make CEO-Level decisions.

    This is NOT generic advice or a pre-designed coaching program — all coaching is customized to your personal and professional needs.

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    Speaking

    Advisors know the technical side of the business. What often gets overlooked are the human skills that take a practice from good to exceptional - leadership, communication, client experience, and business development.

    I bring a unique blend of financial services experience and emotional intelligence expertise to the stage. My advisor-specific keynotes and workshops are designed to help advisors step into their role as CEOs, deepen client trust, and grow their practices with confidence.

    Whether for firm-wide events, study groups, or advisor conferences, I deliver sessions that are engaging, practical, and directly tied to the realities of running an advisory practice.

    See my most popular topics here.

Work With Me

What are people saying?

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    “Chelsea provided such a fresh mindset on connecting with your ideal client. I sincerely appreciated the way she focused on being more diligent in your efforts to build meaningful connections with people. So often we get lost in the day to day grind and forget to take a step back and really analyze how we spend our time and with whom we spend it - Chelsea brought the importance of this into focus. I would highly recommend her to anyone looking to improve their interpersonal skills!”

    Daniel Z.

  • A smiling man wearing a dark blazer and light blue dress shirt standing outdoors with a green, blurred background.

    “Chelsea has a unique way of evaluating a situation and providing measurable, meaningful impact that will move the needle quickly to generate results.”

    Andy R.

  • Headshot of a woman with shoulder-length brown hair, smiling, against a plain white background.

    “It was so worth the time! The ideas and tips she provided were easy to incorporate into my daily routine...she even helped me to create a routine that would set me up for future success! COVID and working from home caused a disruption in my networking routine that was hard to get back. Chelsea helped me to get over that hump and provided great advice to get back in the swing of things, in a more meaningful way.”

    Sandy K.

  • A woman with shoulder-length dark brown hair smiling in front of a gray background, wearing a blue button-up shirt.

    “We loved having Chelsea come and work with our team. Chelsea's facilitation style was easy and comfortable which allowed our team to open up and embrace the insights she provided. It was very interesting to learn our team mix and as a leader I found it invaluable. We plan to continue working with Chelsea. Our team really enjoyed the experience, and I think we all learned a lot about ourselves and how we work together.”

    Bridget F.

  • A young man with glasses, a beard, and short hair, smiling outdoors, wearing a blue sweater over a checkered shirt, with a blurred natural background.

    “Chelsea has been so amazing to work with. I came to her in a period of transition where I was in a low professionally and had a lack of direction. She helped me gain clarity on who I was, allowing me to create a specific action plan going forward. Her facilitation style is non-judgmental and uplifting, but also honest and real and I see this as the perfect blend to help with moving the needle, while also boosting confidence. I've experienced true breakthrough since working with her and wouldnt trust anyone else with my coaching needs.”

    Drew F.

Client Outcomes

  • Streamlined practices with more capacity to focus on clients and growth, instead of constantly putting out fires.

  • A culture where people know their roles, feel motivated, and stay. They become proactive partners IN your business rather than people who punch the clock.

  • A clearly segmented book of business with clear, consistent, and valuable service models that help retain the right relationships who become raving fans.

  • A shift from day-to-day hustle to running your business like a CEO. Proactive Planning > Reactive Action

  • Growth without burning out or sacrificing your personal life. And, fulfillment and joy in business again.

  • Peers who challenge, support, and sharpen you and your business. People to bounce ideas off of so the weight of running a business isn’t only on you.

Work with Me