Build a Thriving Practice on Your Terms
Free yourself from the overwhelm and grow the business you envision – with a coach who’s got your back every step of the way.
Advisors are exhausted. And it's not about effort.
You pour your heart into your clients and your firm, yet it still feels like something’s holding you back. Many independent advisors say “I feel like I can’t catch a break” or that they’re “spread too thin” and losing peace of mind. Perhaps you can relate—juggling client meetings, compliance checklists, leading your team, focusing on growth—all at once. It’s exhausting. Maybe you’ve even thought, “I take a week off to recharge, but it only lasts a short time.” You’re not alone:
“Nobody sees the weight you carry between client meetings.”
“You can be crushing your numbers… and internally it’s still not enough.”
Does any of that sound familiar? You love this career, you genuinely care about your clients—yet the way things are going, you risk burning out or plateauing. Maybe growth has stalled, or your work-life balance has all but disappeared. It shouldn’t be this way.
You didn’t become an advisor to feel like an overworked office manager or that you are working for the business, not leading it. You became an advisor to make a difference in clients’ lives and to create a great life for yourself. It’s time to realign your practice with that vision.
Imagine...
having a guide who knows exactly how to get you from where you are to where you want to be—in business and in life. That’s what HolistiPractice offers: coaching and consulting for the whole advisor and the whole practice. We’re here to help you break free of the chaos, refocus on what matters, and achieve the results that you define as success.
Meet Cindy Nagel, CFP®, ABFP® the founder of HolistiPractice.
With over 30 years of experience in the financial services industry, including building and selling an independent practice, she’s been in your shoes and has guided hundreds of advisors at all stages of their careers. Cindy blends strategic business coaching with communication & behavioral finance insights—meaning she not only gives you a winning business game plan, but also coaches you on the subtle people skills and mindset shifts that drive real change.
HolistiPractice works one-on-one with independent advisors and firm owners, and with teams across the U.S. and Canada. Our approach isn’t a one-size-fits-all program or a rigid framework we say you need to follow to be successful. Instead, we start by understanding your unique challenges and ambitions. Whether you’re navigating client relationships - like engaging both spouses early to strengthen loyalty or preparing for the next gen to reduce future retention risk; feeling frustrated by operational inefficiency; or not sure how to scale without too much anxiety (because let’s face it, you’ll still likely have anxiety), we can help you lead your business with more intent.
Here’s how it works in a nutshell:
No endless theory, no heavy binders to gather dust. Just real-world guidance from someone who’s helped advisors just like you achieve what they once thought impossible.
What You Get
Better Client Conversations, Less Retention Risk
Master the soft skills that distinguish top advisors . Learn how to communicate in a way that deeply resonates - and sticks - with clients.
A More Efficient, Streamlined Practice
Work smarter, not harder. We’ll help you plug time leaks and reduce that constant sense of “I have a million things I can’t seem to get to.”
Scalable Leadership and Team Empowerment
Grow your firm without carrying it all on your shoulders. We coach you to lead confidently and delegate strategically.
What others are saying
Cindy helped me become a leading advisor.
Cindy is a true leader, coach and strategic planner. Her mentoring and 1:1 coaching helped launch our territory into the stratosphere. She helped me become a leading advisor, planner and developed me to become a leader and coach to others. She’s someone I reach out to regularly for advice and strategic ideas.
Cindy blends practical guidance with clear-sighted feedback.
Cindy Nagel, CFP®, ABFP® is one of the most knowledgeable, insightful, and strategic leaders I’ve ever worked with. She blends practical guidance with clear-sighted feedback and is a tremendous asset to any advisor who chooses to engage her.
Cindy's subject matter expertise makes her an invaluable resource.
Cindy's subject matter expertise in areas including sales, product knowledge, compliance, operations and lines of business made her an invaluable resource. In addition, her professionalism, flexibility and positive attitude made it a pleasure to work with her.
STILL NOT SURE?
Your Questions, Answered
Question 1: I’m already an experienced advisor—do I really need a coach?
Even top athletes have coaches, not because the coach can play better, but because the coach brings out the best in them. Coaching with HolistiPractice builds on your experience, fast-tracks improvements, and helps you move forward with intention.
Question 2: Will this coaching just give me more to do? I’m already busy.
Our coaching approach is designed to simplify your practice, not complicate it. We integrate small, high-impact changes into your existing routines—so you gain time, not lose it.
Question 3: How is HolistiPractice different from other coaching programs out there?
HolistiPractice addresses the full advisor experience—not just practice management or sales. With expertise in behavioral finance, strategy, and leadership, we help you grow in a way that reflects your values and your vision.
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HolistiPractice – Coaching for the Whole Advisor.
Don’t let another year of potential go unrealized. HolistiPractice is here to help you achieve the growth, freedom, and fulfillment you’ve been craving.