Execution-focused business coaching built specifically for Thrivent advisors ready to scale beyond personal production into true business ownership.
Take the Free Growth Index AssessmentA comprehensive diagnostic across 4 growth dimensions. Results delivered to your inbox.
If any of these sound familiar, you're not alone — they show up in every practice we coach.
Revenue is strong but growth has plateaued. More clients means more complexity, not more freedom. The practice depends on the lead advisor — and they're running out of hours.
You know you need a junior advisor, but the compensation model, training track, and delegation framework don't exist yet. So you keep doing everything yourself — and your best people leave.
Thrivent gives advisors the tools and the mindset. But who helps you actually build the systems — the pipeline boards, accountability rhythms, client segmentation, prospecting playbooks?
Thrivent builds the advisor. We build the business around the advisor.
Track the leading indicators that predict growth: new households, average AUM, retention rate, and revenue per advisor.
Compensation models, multi-year training tracks, delegation SOPs, and client transition frameworks that actually work.
CRM implementation, pipeline dashboards, accountability rhythms, and team meeting structures — the infrastructure your practice is missing.
Individual sales plans with specific targets, lead generation strategies, LinkedIn campaigns, and workshop marketing — executed systems, not theory.
Book acquisitions, client transitions, practice valuations, and exit planning for advisors building long-term equity.
Monthly reviews, quarterly planning sessions, scorecards, and KPI tracking that keeps your team aligned and executing.
Every engagement is anonymized for compliance. The patterns are consistent.
A comprehensive self-assessment across four dimensions and eight leading indicators — with sub-variables that surface the specific gaps most advisors never measure. Complete it once, get a full diagnostic report in your inbox.
Growth velocity & new client flow
Key-person dependency & bench depth
Systems, process & accountability
Retention, concentration & engagement
Complete the full self-assessment — roughly 10 minutes. We'll analyze your responses across all four dimensions and send you a personalized growth index report with specific recommendations for your practice.
Your responses are confidential and never shared. You'll receive your full report by email within one business day.
That's true — and Thrivent's internal coaching programs are valuable. They've evolved significantly, adding valuation tools, legal frameworks, and mindset coaching that helps advisors think like business owners.
But thinking like a business owner and executing like one are two different things.
What most practices need is someone to help them build the operational systems, accountability rhythms, and team structures that turn strategy into results. That's the gap we fill — not instead of Thrivent's programs, but alongside them.
We've had this conversation with Thrivent leadership directly. They view external coaching as complementary to what they provide internally. The advisors we work with consistently describe it the same way: Thrivent develops the advisor; Teleios builds the business.
We specialize in helping Thrivent advisors build practices that run like real businesses — with the infrastructure, team structure, and accountability systems to sustain growth without the lead advisor doing everything.
Our work is execution-first. We don't just tell you what to do — we build the systems alongside you, sit in the meetings, and hold your team accountable to the plan we create together. Strategy without execution isn't consulting — it's expensive advice.
We've worked directly with Thrivent corporate leadership on how external coaching complements internal advisor development programs. The advisors who grow fastest are the ones who treat their practice as a business from the start — and get the infrastructure to match.
A complimentary 30-minute diagnostic call where we identify the single biggest leverage point in your practice right now. You'll walk away with a clear picture — whether we work together or not.
Book Your Practice AssessmentOr email drew@teleiostrategy.com