How can I help you?
Thanks for your interest in my services.This form is used to get an understanding of how I can best serve you in your quest for advice for your career or business.(If you are looking for financial planning services, please click here: https://www.djh-capital.com)As your coach and consultant, I'll give you every resource at my disposal to help you step into your purpose and calling as a financial professional.The following questions will help me and my team determine what offer will help you most in your quest to become a nex-gen financial professional.
Best,Dominique Henderson, CFP®Founder of The Jumpstart Coaching Lab
P.S. Please read this disclaimer if you are submitting your resume.
Section 1: A bit about you...
Here is what we do...(1) Coaching for growing teams. We will "bridge the gap" between the founder's vision and the team's execution of that vision. This option is for founders/owners that need help getting everyone on the same page.
(2) Coaching for the aspiring financial professional. We help you with tools and resources to enter the financial services industry if you are a newbie.
(3) Coaching for the existing financial professional. We help you with tools and resources to embrace (and dare I say "discover") who you are called to serve in this industry. This also includes RIA start-up consulting & revenue growth for existing financial professionals.
Coaching for growing teams.
Coaching for aspiring financial professionals
(Don't know what I'm talking about 😄...watch this video: https://youtu.be/jUpq1QP25rg
Link to purchase ebook
Coaching for existing financial advisors.
For RIA Startups...
(only answer if you answered "yes" to the previous question)Describe the following:1) how many client households you have?
2) how much AUM?3) what is your best estimate on AUM you can move over?
4) do you have a copy of your employment agreement from your former employer?
5) Approximately what % of your business (i.e. annual revenue) is trails from variable products?
Coaching Programs & Trainings for Aspiring Financial Professionals
We've had a host of clients use Jumpstart as a platform to their next opportunity. I encourage you to read about their stories and listen to them before considering working with us.
Below is the list of the current service offerings (price and availability subject to change) for the Jumpstart Ecosystem:COACHING & TRAINING PROGRAMS
The Career Changer Workshop
Description: Insider knowledge and practical steps to land a financial services job in 2025. LEARN MORE HEREThe Make the Leap Challenge
Description: Frameworks for aspiring and existing financial professionals to understand what it takes to be successful in financial services by “making the leap” into the unfamiliar. LEARN MORE HERE
7 Things to Know Before Joining Financial Services - this short, but powerful ebook contains the ingredients to begin a career in financial services along with several short trainings I've created. Purchase your copy here!
The Career Changer Blueprint
Description: Insider knowledge and practical steps to land a financial services job in 2025. LEARN MORE HERELogic Map Training for Financial Advisors Description: Guidance to build a lasting career with appropriate designations. LEARN MORE HERE
Coaching Programs & Trainings for Existing Financial Professionals
Below is the list of the current service offerings (price and availability subject to change):STRATEGY TALK60 minutes. To discuss whatever you want. My brain is an open book. Wanna talk systems design? How to attract your ideal client? How to get your team to buy-in to your vision? All fair game. CLICK HERE TO GET STARTED.
COACHING
The Elite Advisor Experience™️ - In this day with Dom engagement, you will spend an entire day with Dom (in-person) with you or your team for an immersive experience to help you re-engineer your advisor identity, craft a compelling vision and craft incredible offers for your ideal client avatar. CLICK HERE TO GET STARTED.
The Elite Growth Blueprint™️
For advisors generating or targeting $1M+ in annual revenue. The Elite Growth Blueprint™ is a high-touch coaching experience designed to transform high-performing advisors into elite firm builders. Through strategic planning, leadership development, and systems optimization, participants will learn how to scale sustainably, delegate confidently, and elevate their brand presence—all while deepening client impact and improving profitability. CLICK HERE TO GET STARTED.
The Revenue Accelerator™️ - This solution is designed to deliver you perspective so that you can go past whatever you thought was possible. Our coaching is designed to leverage Dom's 25+ years "in the lab" to inspire you with ideas and insights to help you advance to the next level in revenue, recognition and relationship. This offer is for professionals generating $300K or more in annual revenue.CLICK HERE TO GET STARTED.
RIA STARTUPS
The Masterclass Coaching Lab - This person needs support to start their own financial services practice. They need compliance help to file their RIA. They will need a web presence and social strategy to attract their ideal client avatar. They will need all the systems necessary to support attracting and retaining clients so they can build a legitimate business. This offer is by application only, CLICK HERE TO GET STARTED.
RIA Launch Academy - Join a cohort of aspiring firm owners in a mix of live group coaching and video curriculums to help you navigate the complex terrain of opening your own firm. By the end of this experience you will be equipped launch your own fully functional financial services firm. CLICK HERE TO GET STARTEDCan't find what you're looking for, send us an email.
Coaching Programs & Trainings for Growing Teams
We've had a host of clients use Jumpstart to help them reach the next level. I encourage you to read about their stories and listen to them before considering working with us.
Below is the list of the current service offerings (price and availability subject to change) for the Jumpstart Ecosystem:
STRATEGY TALK60 minutes. To discuss whatever you want. My brain is an open book. Wanna talk systems design? How to attract your ideal client? How to get your team to buy-in to your vision? All fair game. CLICK HERE TO GET STARTED."The Elite Advisor Experience" - In this day with Dom engagement, you will spend an entire day with Dom (in-person) with you or your team for an immersive experience to help you re-engineer your advisor identity, craft a compelling vision and craft incredible offers for your ideal client avatar. CLICK HERE TO GET STARTED.
Thank you for taking the time to complete this questionnaire.Click the submit button to send your answers.Our team will be in touch!