Jessica Colston

Executive Business Coach

About Jessica

Jessica’s passion is partnering with firm owners to discover the gap between their current situation and their desired success, then working with them to implement strategies that help them pursue their firm’s full potential. A strong advocate of the importance of goal setting and process-based businesses, she sees the timeless concepts outlined in Tested in the Trenches paired with executive coaching as a powerful way already-successful advisors can increase their IQ (Implementation Quotient) and break through plateaus.

Jessica earned her BA in Marketing from Grand Valley State University in Grand Rapids, MI. She later found her passion for coaching and consulting with business owners and earned her Executive and Professional Coaching Graduate Certificate.

She considers herself a lifelong learner and has completed her Master of Science in Leadership, Organizational Development degree in the summer of 2020 from the University of Texas at Dallas. She spent the last several years developing and sharpening her skillset and has completed Flawless Consulting ® and Situational Leadership II Facilitator training programs to deepen her ability to work with business owners on creating strong businesses and teams.

She holds the designation of Professional Certified Coach through the International Coaching Federation (ICF) and belongs to both the North Texas and LA ICF Chapters. As a Certified Kolbe™ Consultant, she works with business owners to leverage their human capital and increase their hiring power.

Jessica also holds the Series 7 and 66. Her previous financial services work experience includes working at HD Vest Financial Services, a broker dealer in Dallas, TX as a Practice Management Consultant and Field Support Coordinator.

Jessica and her spoiled dachshund mix currently reside in Dallas, TX. She grew up in Michigan and loves going back to the “Mitten” to visit her family and friends. She also loves to travel and hike in State and National Parks. She enjoys live music, reading, listening to podcasts and audiobooks, going to the farmers’ market, cooking, volunteering at the local humane society to help homeless pets find forever homes and connecting with her friends and family over various activities.

Specialty Areas

  • Kolbe™ Consulting
  • Situational Leadership
  • Hiring Process


  • Professional Certified Coach through ICF
  • Certified Kolbe™ Consultant
  • Formerly Practice Management Consultant, HD Vest Financial Services


  • Bachelor’s in Marketing from Grand Valley State University
  • Master of Science in Leadership, Organizational Development from University of Texas at Dallas

Latest Blog Posts

Blog Business Management

3 Things to Consider in Creating a Stellar Client Onboarding Process and Raving Fans

Posted on February 5, 2024
You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make …

Blog Business Management

The Framework for Building the Ideal Team for Your Firm

Posted on June 7, 2023
Your team is the most important thing when it comes to delivering a solid client experience. You can have the best tech in the world, but when it comes …

Blog Business Management

Things to Consider When Finetuning Your Processes

Posted on March 8, 2023
I coach an advisor who wanted to start doing monthly surge meetings. He was thinking of grouping an intense workload of client meetings for two weeks, followed by a …

Blog Business Management

How to Find an Advisor Back Office Solution that Works for Your Firm

Posted on February 21, 2023
As an advisor, your time is best spent on activities that grow your practice and use your core skills, like networking, meeting with clients and handling their financial planning. …
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