turningpoint.vision - Consulting, Coaching and Retreats for Financial Advisors

elizabeth jetton and marty kurtz founded turningpoint.vision as our own encore career. we offer retreats for financial planning professionals; phone and onsite coaching and consulting; staff development and firm retreat facilitation. our purpose: to help our peers in the financial planning profession build thriving, sustainable and brilliant businesses that they can enjoy and that will be valuable to the next generation of planners and clients; to help you deepen your value to and communication skills with clients through training in "participatory learning leadership" (circle gatherings, knowledge cafes and robust client meetings); to help you have truly successful succession plans that are implemented well and that serve you, your family, your clients, your employees and the new owners. to help you discover your own "what's next".