ILM Level 7 Business Growth Coach for St. James’s Place Partners

As a qualified ILM Level 7 coach, I work closely with a select group of St. James’s Place Partnership Practices to help them grow year on year. My coaching focuses on transforming businesses from transactional selling to enterprising, professional service wealth management practices. Together, we develop bespoke strategies that strengthen leadership, improve client relationships, and drive sustainable, measurable growth.

Ashley Boroda – St James’s Place Process

Through years of experience coaching St. James’s Place Partners, I’ve developed a structured approach that combines practical business development with personal growth. My process covers every stage of a thriving wealth management practice — from mastering questioning techniques and refining target markets to booking follow-up appointments that strengthen long-term client relationships. I also help teams write more business with existing clients, manage their client lists effectively, and build over-subscribed practices. Alongside this, we implement iMA communication strategies to enhance client interactions and develop a professional, sustainable “wealth for life” approach.

What We Work On

My coaching is practical, commercially focused, and tailored to the specific needs of St James’s Place Partnership Practices. Areas we typically focus on include: