I have helped financial advisors all over the United States achieve their goals. I pride myself on creating positive, high-energy growth where advisors thrive!
Financial Advisor Coaching From Kimberly Foss

Education to Empower Your Biggest Dreams

Do you have pressing questions about how to get your message across to your clients, explain valuable information, and reach those outside of your normal sphere? Do you want to connect with other like-minded financial advisors on your path to achieving your goals? Or are you an advisor who’s looking to expand your reach, but you don’t know where to start?

You’ve come to the right place.

Reviewing the 5 Steps

Using the same approach as my end-client program, 5 Steps to Financial Security educational series, based off the concept of my New York Times bestselling book. My expert advice helps guide you toward lasting momentum and growth in your financial advisory business:

1. Set Your Goals

2. Create Your Plan

3. Take Action and Commit

4. Assess Your Progress

5. Strategize for the Future

You will not achieve success in your financial advisory business as a result of random events, lucky breaks or large money investments. You will achieve success by staying focused and committed to your purpose. The power of choice comes from a keen understanding of your goals, your client’s goals and what drives your plan forward.

Join other successful financial advisors in learning how to make it in the media. Learn:

  • Where your clients are spending their time
  • How to do professional outreach
  • The right way to follow-up
  • Bringing together the right team

Learn how to address your client’s life transitions through education that matters most to them. Get solid advice on how to coach your clients through the financial complexity of life’s transitions and deploy relationship building strategies that create life-long clients.

My mission is to help you make smart decisions about how you promote your financial advisory business. Planning is great but execution matters. I will guide you to the right resources to put your plan into action

Sign up to stay up-to-date on the next financial advisor’s media training program and enjoy the media resources below.
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Meet Kimberly

Meet Kimberly Foss

The New York Times bestselling author and renowned financial expert who has inspired thousands to embrace the power of choice, build wealth with intention and increase abundance in their lives.

Wealthy by Design: A 5-Step Plan for Financial Security by Kimberly Foss ranked 7th in the “Advice, How-To & Miscellaneous” category of the New York Times Best Seller list on July 7, 2013, which can be accessed directly here. The designation of Kimberly Foss as a New York Times best-selling author is derived from this appearance. This recognition pertains to one particular category of the New York Times Best Seller list and refers to one specific point in time (ranking on weekly list reflect sales for the week ending June 21, 2013). The citation of the book on the New York Times list is not owned or controlled by Empyrion Wealth Management.

As noted in disclaimers above, the book’s appearance on this list and Kimberly Foss’s recognition as a New York Times best-selling author are standard information provided for general purposes only. It is not a reflection of, or a claim to, any particular investment expertise, nor does the book’s author make any warranties with respect to its use, nor should Wealthy by Design be construed as an advertisement under the auspices of Rule 206(4)-7 of the Investment Advisers Act of 1940.

For more information on the New York Times methodology for selecting best sellers, please refer to the information on their site.