my360consulting.com

360 Consulting provides operations consulting for financial advisors and financial planning teams, with an emphasis on turning strategy into practical improvements that support growth. Its programs help firms strengthen systems and processes, improve the client experience, clarify team responsibilities, and make better use of advisor time.

The company offers three main programs. The Operations Mastermind features live, facilitator-led sessions, peer discussions, and practical templates and frameworks on topics such as business planning, workflows, and client experience. Customized Coaching provides tailored consulting for an advisor or team, through individual sessions, multi-session packages, or ongoing business plan execution coaching. The Support Role Bootcamp is a six-month virtual training program designed to empower support staff through lessons on investment product basics, practice workflows, systems, client experience, and ways to add value to advisors.

Additional resources include articles, videos, templates, and complimentary workshops or webinars. 360 Consulting also offers optional one-to-one consulting sessions and complimentary discussions for teams exploring where to begin.