Jessica Colston

Executive Business Coach

About Jessica

As an Executive Business Coach, 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 has completed the CINERGY Conflict Management Coaching training. As a Certified Kolbe™ Consultant, she works with business owners to leverage their human capital and increase their hiring power. She was honored to be awarded with the Kolbe Professional Award in 2022.

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 resides in Plano, TX with her spoiled fur children and husband. Jessica and her husband love to travel and enjoy taking adventures in their teardrop camper throughout Texas. They are working on their bucket list to visit every National Park in the US.


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

Being Prepared for the Unexpected: What to Consider in Building a Key Person Continuity Plan

Posted on July 2, 2024
I once knew an advisor who went out of state on vacation. She had an accident so severe it required several rounds of surgery. She was unable to come …

Blog Business Management

How Mentoring Led Me to Financial Services and Made a Pit Stop Permanent

Posted on June 22, 2024
Working in the financial services industry was supposed to be a pit stop for me. I can say with 100% certainty that I wouldn’t be where I am today …

Blog Business Management

The Why, What and How of Attracting and Retaining Gen Z Stakeholders

Posted on April 4, 2024
Sometimes mindlessly scrolling TikTok isn’t a total waste of time. It might actually give you some insight into how the different generations work. One TikTok I recently watched depicts …

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 …
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