Jessica Colston

PCC, MS
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

Experience

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

Education

  • 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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