The 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.
- Questioning technique
- Dental practice system (check up and treatment)
- Target markets (specialties)
- Booking the next appointment at the current meeting
- Writing more business with existing clients
- Managing your client list and becoming over-subscribed
- Menu of services
- Coaching to help develop professional and person growth
- iMA – how to handle clients
- Wealth for life
- Building the perfect (or near perfect) client list
- Structured week
- Introductions (4 ways only)
- Professional connections (the holy trinity)
- Daytime meetings (you and clients are at the their best)
- File reviews (lead by events and a list of what you don’t know)
- Social pitch
- Seminars (all asects )
- Academy strategy
- Outside set of eyes
- On going business development
- The value added strategy
- Paraplanner plan
