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 can seem like a commodity.
To grow your practice, you must stand out in the crowd.
It’s all about relationship.
A former advisor who coaches advisors.
Melissa Mitchell-Blitch
I left a career in finance to earn a master's degree in psychology -- because I wanted to help advisors better serve their clients. 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.
You don’t need a Master's in Psychology to grow your relationship skills and transform your practice. I can teach you. I can help you attract clients, retain clients, and grow your practice.
- Former CPA and Financial Advisor
- Master's in Accounting
- Master's in Psychology
- Certified Professional Coach by College of Executive Coaching
- Leadership Circle® Certified Practitioner
- Myers-Briggs Type Indicator (MBTI) Certified Practitioner
- Six Thinking Hats Participant
- GiANT Master Coach
- Atlas Point Behavioral Conversations
A former advisor who coaches advisors.
Melissa Mitchell-Blitch
I left a career in finance to earn a master's degree in psychology -- because I wanted to help advisors better serve their clients. 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.
You don’t need a Master's in Psychology to grow your relationship skills and transform your practice. I can teach you. I can help you attract clients, retain clients, and grow your practice.
What We Do
Individual and Group Consultations
Tailored to You
Leader Intensive
- Half- or full-day
- Dive deep into personality and leadership behaviors.
- Review your leadership journey.
- Plan your “Preferred Future.”
Executive Coaching
- Learn skills to enhance client relationships.
- Become more effective at leading and apprenticing your team.
- Problem-solve real-time challenges.
- Learn how to be present, productive, and purposeful.
Transition & succession
- Prepare Senior and NextGen Advisors, as well as team members
- Retain clients by helping them adjust to the transition
Influential Advisors Academy
- Transform Client Communication and Relationships
- Transform Team Communication and Relationships
- Increase your ability to earn influence with clients and prospects.
- Team Retreat or Webinar
testimonials
What they say
Working with Melissa has been extremely helpful in becoming a better leader. There were things I needed to work through and overcome in order to better both my confidence and my leadership abilities. I walked away from each session with clear tasks to work on to build on progress in between visits. She is gifted in showing you how to reflect and open your mind to alternate ways of thinking and processing that are key to growth.
Thea L.
Argyle, Texas
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 B.
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 R.
Cincinnati, Ohio
In the Company of Family is a great resource for advisors who serve family business clients!
As a trusted advisor, you hear the concerns. Succession dilemmas, family drama, shareholder conflict, entitlement fears. Doing business with family
is not easy. Without a psychology degree, can an advisor really have a positive impact on family dynamics? You bet!
Through real-life case studies, In the Company of Family reveals the Principles of Boundaries, which help families in business enhance family relationships, individual well-being, and business vitality. Understanding these principles will help you help your family business clients.
Let's talk about what matters to you.
I am based in Charleston, SC and serve clients across North American and abroad.
To schedule a consultation and see if we are a good fit to work together, please contact me directly via phone or email.