Be the advisor clients trust and
recommend to their friends.
Attract clients. Retain clients. Grow your practice.

With so many options for real and robo advice,
Advisors seem like a commodity.

To grow your practice, you must stand out in the crowd.

It’s all about relationship.


Melissa Mitchell Blitch

Melissa Mitchell-Blitch

A former advisor who coaches advisors.

15 years of experience helping people build strong relationships.

Because I wanted to help advisors better serve their clients, in 2003, I left a career in finance, dove deep into the field of psychology, and earned a masters degree. I learned a lot through the educational process. I learned even more by applying this information to my own life and helping others do the same. It has been transformational.

You don’t have to get a masters degree in order to grow your soft skills and transform your practice. I can teach you. I can help you attract clients, retain clients, and grow your practice.

  • Certified Professional Coach by College of Executive Coaching
  • GiANT Master Coach
  • Myers-Briggs Type Indicator (MBTI) Certified Practitioner
  • Former CPA and Financial Advisor

I have experienced immense growth since starting to work with Melissa. She has given me concrete strategies to help create intentionality around changes I want to see in myself to make me a better leader and advisor. I have been able to actively put what we discuss into practice and subsequently see the fruits of those labors both in myself and my team!

– Christina in Boise, Idaho

I engaged Melissa just as I was becoming an “empty-nester.” She helped me overcome my fear of that big open space of “What do I do now that is meaningful?” and helped me put clarity around my significant purpose in life. It has been worth every bit of my investment and time I spent with her. The work will carry me far beyond my desk job as I continue to serve others.

– Cindy in Cincinnati, Ohio

Grow Your Practice

Leader Intensives

Half- or full-day | Individual Session

  • Dive deep into personality and leadership behaviors.
  • Review your leadership journey.
  • Plan your “Preferred Future.”
  • Succession Planning and Transition

Executive Coaching

Individual Sessions

  • Learn soft skills to deepen client relationships.
  • Increase your ability to earn influence with clients and prospects.
  • Problem-solve real-time challenges.
  • Become more effective at leading and apprenticing your team.
  • Learn how to be present, productive, and purposeful.
  • 1-2 virtual sessions per month

Influential Advisor Academy

Learn with colleagues | Online or on-site

  • Transforming Client Communication and Relationships
  • Transforming Team Communication and Relationships
  • Leader Transformation

Learn More

Grow Your Practice.
Let’s get started.

Schedule a consult.

Tell me your
goals and challenges.

We’ll create an
Action Plan
and get started.