HEADWAY COACHING | 2027 ANNUAL PLANNING
Your Next Breakthrough Starts Here
A Better Business Doesn't Happen by Accident. It Happens by Design.
Take control of your business's future with a planning experience designed specifically for financial advisors. Reflect on where you've been, clarify where you want to go, and develop an actionable strategy to make 2027 your strongest year yet.
A Better Business Happens by Design
The difference between having goals and achieving them is having a plan you consistently execute.
As a financial advisor, it's easy to become consumed by the daily demands of running your practice. Between serving clients, prospecting, managing your calendar, developing your team, and balancing personal priorities, finding time to work on your business can feel nearly impossible.
But growth doesn't happen simply because you're working harder.
It happens when you take the time to evaluate where you are, define where you want to go, and intentionally align your activities with your priorities.
That's where effective annual planning makes the difference.
CLARITY
Know Where You're Going
Evaluate your current business, define what success looks like, and establish meaningful goals that align with your professional and personal vision.
STRATEGY
Build the Right Plan
Identify the growth opportunities, business strategies, and priorities that will have the greatest impact on your practice.
EXECUTION
Turn Plans Into Progress
Translate your annual goals into measurable quarterly priorities, consistent activities, and an accountability structure that keeps you moving forward.
Your next breakthrough begins when you stop reacting to your business and start intentionally designing it.
LIVE VIRTUAL WORKSHOP
2027 Annual Planning Workshop
Two Hours to Build a More Intentional Year
You have goals for your business. The question is whether you have a clear, actionable plan to achieve them.
Join Headway Coaching for an interactive annual planning experience designed specifically for financial advisors who want to move beyond setting goals and start building the strategies, systems, and habits necessary to achieve them.
This isn't another presentation about the importance of planning. It's an opportunity to step away from the daily demands of your practice and intentionally design the year ahead.
What You'll Accomplish
Evaluate Your Business
Reflect on 2026 performance, accomplishments, challenges, and opportunities.
Define Your Vision
Clarify what you want your business and personal life to look like in 2027.
Establish Meaningful Goals
Identify measurable production, growth, profitability, and development objectives.
Identify Growth Strategies
Explore opportunities involving prospecting, marketing, client relationships, time management, and operational efficiency.
Build Your 90-Day Action Plan
Translate annual goals into specific first-quarter priorities and measurable activities.
Create Accountability
Establish the metrics, routines, and commitments necessary to maintain momentum.
PERSONALIZED STRATEGIC PLANNING
2027 Strategic Planning Intensive
Your Business. Your Goals. Your Strategy.
Every financial advisor's business is different. Your challenges, opportunities, priorities, and vision for the future deserve more than a one-size-fits-all approach.
The 2027 Strategic Planning Intensive is a personalized, 2.5-hour planning experience designed to help you step away from the daily demands of your practice, evaluate where your business stands today, and develop a clear strategy for where you want to take it.
Working directly with an experienced Headway coach, you'll identify your greatest opportunities for growth, establish meaningful goals, and build an actionable plan for the year ahead.
What's Included
01 — Pre-Session Business Assessment
Complete a guided assessment of your current business, including production, profitability, marketing, operations, and growth challenges.
02 — Personalized Strategic Planning Session
Participate in a private 2.5-hour planning conversation focused entirely on your business, priorities, and opportunities.
03 — Comprehensive Business Planning Workbook
Receive Headway Coaching's complete 32-page Business Planning Workbook to guide your planning process.
04 — Customized 90-Day Execution Plan
Translate your annual vision into specific first-quarter priorities, measurable objectives, and actionable commitments.
05 — January Accountability Session
Receive a complimentary 30-minute follow-up coaching session in January to evaluate progress, address obstacles, and maintain momentum.
The Complete 32-Page Workbook Is Included With Both Annual Planning Experiences.
More Than a Workbook. A Blueprint for Your Business.
Headway Coaching's comprehensive 32-page Business Planning Workbook helps financial advisors turn long-term vision into measurable goals, strategic priorities, and consistent execution.
NINE PLANNING AREAS
Core Values and Long-Term Vision
Define the principles guiding your practice and establish your 10-year target.
Your 3-Year Picture
Create a measurable vision for the future of your business.
Your 1-Year Plan
Establish meaningful annual goals and priorities.
Quarterly Rocks
Translate annual objectives into focused 90-day commitments.
Team Development and Leadership
Plan for staffing, accountability, and leadership.
Marketing Strategy
Develop an intentional approach to business growth.
Professional Development
Identify opportunities to strengthen your expertise.
Financial Management
Evaluate recurring revenue, profitability, and expenses.
Client Management
Strengthen relationships and improve your approach to serving existing clients.
A great plan creates clarity. Consistent execution creates momentum.
THE EXPERIENCE BEHIND YOUR PLAN
Your Business Deserves More Than Generic Planning Advice.
Real Industry Experience. Practical Strategies. Meaningful Accountability.
Building a successful financial advisory practice requires more than ambition. It requires intentional decisions about where to focus your time, how to develop your business, and what it will take to achieve your goals.
At Headway Coaching, we understand the unique opportunities and challenges financial advisors face because we've spent our careers working alongside them.
With more than 30 years of combined financial services experience, our team brings practical insight, proven coaching strategies, and a deep understanding of what it takes to build and grow a thriving practice.
Our approach combines strategic planning with actionable execution, helping advisors move from ideas and intentions to measurable progress.
Meet Your Planning Partners
BARCLAY ANDERSON
Founder | Headway Coaching
Barclay brings extensive experience in financial services leadership, advisor development, and business coaching. As a former Northwestern Mutual Development Officer and faculty member with Fastrack Academy, he has helped financial advisors and leadership teams develop the strategies, habits, and accountability necessary for sustainable growth.
LAUREN BISIG
Partner | Headway Coaching
Lauren specializes in advisor development, business planning, practice management, and leadership coaching. Her work focuses on helping advisors translate their goals into practical strategies while developing the systems and habits necessary for consistent execution.
Why Advisors Choose Headway
INDUSTRY EXPERIENCE
We understand the realities of building and growing a financial advisory practice, from prospecting and production to staffing, profitability, and leadership.
PRACTICAL STRATEGIES
Our planning process emphasizes actionable decisions and measurable priorities rather than theoretical concepts or generic business advice.
ACCOUNTABILITY AND EXECUTION
We believe the value of a plan is determined by what happens after it's created. Our approach helps advisors translate intentions into consistent action.
Make 2027 Your Best Year Yet.
The Business You Want Tomorrow Starts With the Decisions You Make Today.
Another year will pass whether you have a plan or not.
The question is whether you'll spend 2027 reacting to the demands of your business or intentionally building the practice and life you envision.
You don't need a perfect plan. You need clarity about where you're going, a strategy for getting there, and a commitment to consistent execution.
Headway Coaching is here to help you make that happen.
Choose Your Planning Experience
Your Next Breakthrough Starts Here.
Let's make headway.