Focus Partners, a US-based coaching and consulting firm for advisors, has teamed up with Advisor Impact to deliver coaching to AI’s clients.

Advisor Impact offers client engagement and feedback programmes and will integrate Focus Partners’ coaching programme into its client audit process – designed to help advisors understand their clients better. Advisors going through the process will have access to a coach who will provide hands-on guidance on engaging with clients on a deeper level based on the client audit results.

This is all aimed at driving business growth in a highly-competitive environment for advisors, and at a time when firms are increasingly looking at delivering services more cost effectively and consistently.

Focus’ coaching will take place over a six-month period and includes access to various tools to help advisors carry out their client engagement plans.

Advisor Impact’s client audit programme includes three levels: basic, which includes a client survey; premium, which lays out specific actions advisors can take based on clients’ responses to the survey; and engagement coaching, which includes help in putting actions to work.