Coaching & Consulting Division
At Envest Financial Services, we recognize that exceptional businesses aren’t born—they’re built.
Our Coaching and Consulting Division is designed to unlock the full potential of licensed financial professionals, businesses and sales teams by fusing practical sales training with proven frameworks, accountability systems, and personalized support.
What We Offer
Our coaching isn’t just theory—it’s implementation-focused. We work one-on-one or in small groups to build industry leaders. Our approach emphasizes empathy, trust, and real value.
Systems & Strategy Design
We help teams build scalable sales processes from the ground up—or fine-tune existing ones. From CRM automation to business culture enhancements, we tailor systems that enhance productivity and profitability while staying client-centric.
Performance Metrics & Accountability
What gets measured, gets improved. We install performance dashboards, conduct regular check-ins, and provide mentorship on habit development, client follow-ups, and conversion tracking to ensure you stay on course.
Corporate Training & Workshops
Have a team that needs a reset or ongoing development? We offer half-day, full-day, and recurring workshops tailored to businesses, professionals, agencies, brokerages, and independent advisors.
Your Journey Begins Here
We make every moment count with solutions designed just for you.
1. Client-First Communication
Say goodbye to pushy tactics. Learn how to have conversations that position you as a trusted problem-solver.
2. Strategic Follow-Through
From lead to close, we help you craft and maintain momentum across the entire business cycle.
3. Tailored Accountability
We don’t just teach—we walk with you until the results show up.
Ready to Shift Gears?
Let’s build your next level together. Book a discovery call to explore how our Coaching Division can help you or your team drive growth, the right way!