FOR FINANCIAL PROFESSIONALS & WEALTH ADVISORS

You didn't get into this business to spend 30 hours a week on compliance admin.

You know how to sell. What you need now is a sharper strategy: the right clients, a referral engine that produces, and a personal brand that sets you apart in a crowded, trust-based market.

Boost Coaching offers business training and coaching services focused on building authentic connections to drive business results, both online and off.

You're Already Good At This

The Gap

You're Already Good At This

You've had sales training. You know the fundamentals, whether you're growing AUM as a wealth advisor or building your book through premium volume and renewals as an insurance professional. But somewhere between the compliance paperwork, the client reviews, and the day-to-day of running your own book, business development slipped from a priority to whatever's left over at the end of the week.

  • Maybe you're thinking about segmenting out your lowest-tier clients so you can focus on high-net-worth relationships, and can't quite figure out how to make that transition without losing momentum.

  • Maybe you know exactly which clients you want more of and don't have a plan to reach them.

  • Maybe you're a strong producer already and still feel one slow quarter away from scrambling.

None of that means you need to learn how to sell. It means your strategy hasn't caught up to where your book is now.

What Clients Are Saying

What Clients Are Saying

If you are wanting to work with someone who is very experienced and knowledgeable about her business, then you need to contact Daria Malin... you will get the best coach and trainer in the industry.
Eloise Arlint
Financial Securities Advisor, Brady Wealth Strategies
Where the Time Actually Goes — v2

The Time Drain

Where the Time Actually Goes

Compliance and admin eat the hours that should go to business development.

  • Maybe you already have an admin assistant, but you're still stuck doing the scheduling, the chasing, the data entry yourself, because the wrong things are still landing on your desk, or the person in that seat isn't quite equipped for what you need right now.

  • Maybe it's not a people problem at all, your systems for assigning tasks, tracking activity, and keeping communication moving just aren't built to support effective delegation, so things fall through no matter who's on your team.

Whatever the shape of it, the fix isn't working harder. It's figuring out exactly where the time is going, and building the structure that lets you hand off the right things, to the right people, with the right systems behind them.

Relationships Are the One Thing AI Can't Replicate — v2

The Human Edge

Relationships Are the One Thing AI Can't Replicate

More and more clients think they can build their own plan with an AI tool or run their own portfolio through a trading app. Some of that works, to a point.

What none of it can do is know your client's life: the family dynamics, the fears they don't say out loud, the plan changes a spreadsheet was never going to see coming.

It shows up at both ends of a relationship

  • Widows switch advisors

    Widow advisor-switching runs roughly three times higher than baseline household turnover, often because the relationship was only ever built with one half of the household.

    Kehrer Group & RFI Global

  • Heirs move the assets

    At wealth transfer between generations, heirs frequently move those assets to a different advisor, or somewhere else entirely, when the relationship was never built with them either.

    Generational wealth transfer

It's the same story twice. The technical work can be automated. The relationship can't.

Be intentional about the one thing that was always your advantage: knowing your clients, and their families, as people, not portfolios.

What Leveling Up Actually Looks Like

What Leveling Up Really Looks Like

  • Defined niches. Dominating specific markets instead of competing as a generalist.
  • A personal brand that differentiates you. Not a logo refresh; a clear reason clients choose you over the advisor down the street.
  • A referral engine that produces. Turning your existing network into active champions, not just names in a contact list.
  • A plan for continuity. Building toward an associate or succession plan so the business doesn't depend entirely on you.
How We Work With Financial Professionals

How We Work With Financial Professionals

There's more than one way to bring Boost into your practice, depending on what you need right now.

1:1 Coaching

Ongoing strategic coaching or a half-day Business Planning Day or Marketing Planning Day, built around your specific book, your niches, and your goals.

Boost Digital

Once your strategy is set, Boost Digital turns it into evergreen marketing content, done for you, so your visibility stays consistent without landing on your desk every week.

CE Accredited Programming

Earn Professional Skills and Practice Management CE credits through the Business Performance Series, live training built specifically for financial professionals.

What Success Looks Like

What Success Looks Like

  • Revenue growth driven by a more intentional, higher-value client list
  • A book of clients you always look forwrad to seeing
  • Your marketing figured out, and ideally implemented for you
  • Proper systems support in place, so your time goes to clients and growth, not paperwork
Book a Discovery Call A short conversation, no pitch.

READY TO BUILD THE PLAN READY TO BUID THE NEXT STAGE OF YUR PRACTICE?

Whether it's 1:1 support, marketing implementation, or CE credits, it starts the same way.

LEARN & PRACTICE

Workshops & Seminars

We offer a unique combination of all the foundational training your team needs to grow your business: sales, marketing, and business & time management.

Here’s our most popular selection of ready-to-go themes. Plus, we customize our delivery to your company and industry, incorporating industry-specific examples and applications.

We can present these topics as engaging lunch and learns, immersive group training programs, or dynamic keynote sessions at your next conference. Whatever the event or training format, we’re here to ensure your team gets the most impactful learning experience.

Activating Your Network:

Networking for Introverts & Extroverts

Whether you're growing a business, building your personal brand, or expanding into new markets, a well-nurtured network can be your most powerful business asset. Yet many entrepreneurs and professionals struggle to turn connections into opportunities. In this interactive session, you'll learn how to set intentional, measurable networking goals and apply a step-by-step strategy to maximize every event, meeting, and conversation. Whether you're energized by a crowd or prefer deeper one-on-one conversations, this session will help you confidently show up and follow through in a way that aligns with your personality and business goals.

Building Champions Fuelling:

Success Through Connections

Your network shouldn't just be a collection of names — it should be a source of qualified referrals, trusted partnerships, and consistent business growth. In this program, we teach a proven framework for transforming your connections into active advocates who help grow your business every month. You'll learn how to identify potential champions, engage them in meaningful conversations, and maintain the kind of relationships that lead to results. For entrepreneurs and professionals alike, this is a smarter way to spend your business development time.

Mastering Marketing:

A Comprehensive Guide to Branding & Advertising

If your marketing feels like it’s missing the mark, chances are clarity is the missing piece. In this session, we’ll help you step back and get focused on what matters most — your best-fit clients, the value you bring them, and the message that cuts through the noise. You’ll learn how to fine-tune your offers, sharpen your messaging, and choose the right platforms to reach your audience. This isn’t about chasing trends — it’s about building a solid foundation that makes every marketing dollar work harder.

Proper Goal-Setting for Professionals:

Mapping Your Path to Success

If you’re ready to work smarter, not just harder, this session will help you make your goals more than just good intentions. You’ll learn how to apply structure to your business development and marketing activities by breaking big goals into clear, trackable action steps. We’ll show you how to set meaningful weekly and monthly targets, prioritize your highest-impact activities, and measure what truly matters. This program is designed for entrepreneurs and consultants who want to stay focused, stay accountable, and stay on track — even when business gets busy.

Sales for the Rest of Us:
Finding Your Authentic Approach to Business Growth

If you’ve ever said “I’m not a salesperson” — but still need to grow a business or attract clients — this session is for you. In Sales for the Rest of Us, we break down what sales really is (hint: it’s not about being pushy), and help you build an approach that feels genuine and effective. You’ll learn how to clarify your value, connect meaningfully with your audience, and guide conversations toward results — all in a way that fits your style. Sales doesn’t have to be uncomfortable. It just has to be yours.

Time Management:

Unlocking Success through Elimination, Automation, & Delegation

If it feels like your to-do list is running your business (instead of the other way around), this session is for you. We’ll walk you through a simple, powerful framework to take back control of your time — so you can focus on what matters most. You’ll learn how to eliminate what’s unnecessary, automate what’s repetitive, and delegate what’s not your highest value. Whether you're scaling your business or just trying to get some breathing room, these strategies will help you create the space to grow — and actually enjoy the ride.

AI Advertising Strategies:

Leveraging Technology to Boost Your Impact

AI is no longer just for tech companies — it’s changing how every entrepreneur and professional markets their business. In this session, we’ll demystify AI and show you how to use it to your advantage. You’ll learn how to simplify your marketing workflow, personalize your client outreach, and uncover insights that drive better decisions. Whether you're a tech-savvy early adopter or just starting to explore AI tools, you’ll walk away with practical, time-saving strategies to enhance your marketing — without losing the human touch that sets your business apart.

All programming comes with action plan workbooks so that participants can put into practice immediately what they are learning in the live lectures.

* Workshops and seminars can be done virtually or in-person. Additional themes available upon request. Offered in English & French.

Contact us today to book your next themed course or workshop.

Clarity on Your Business Landscape

Gain a comprehensive understanding of your successes, gaps, and key opportunities.

Defined, Achievable Goals

Walk away with your top 3 SMART goals, strategically aligned with your vision.

Strategic Marketing Framework & Execution Plan

Develop a powerful marketing strategy and a clear content & execution plan tailored to your business.

A Detailed, Actionable 12-Month Success Roadmap

Collaborate on a concrete plan that integrates your business and marketing goals.

Strategies for Optimized Time & Energy Management

Learn practical techniques to maximize your productivity and maintain long-term success.

Confidence to Implement Your Vision

Partner with a seasoned strategist and gain the confidence to execute your plan.

A Tangible, Wall-Sized Success Map

Experience the power of visual planning as we create a life-sized roadmap using jumbo sticky notes and markers.

ACTIVATE & REVIEW

Boutique Group Coaching Programs

We will empower your group with the tools, strategies, and confidence they need to excel in business development through small group coaching and on-demand learning.

Boutique Small Group Training & Drop In Office Hours

We provide boutique small group training that allows you to learn from a coach, be guided through implementing the tactics and strategies you learn, and have collaboration and accountability.

  • Focused Cohort Sessions: Monthly 60-minute small group coaching sessions designed for accountability and strategic execution.

  • Intimate Group Setting: Benefit from personalized attention within small cohorts of 5 to 9 participants.

  • Action-Oriented Learning: Participants engage with tracking and periodic homework to ensure consistent progress and application of strategies.

Self-directed Online Training

Custom-built training programs help you fulfill specific learning outcomes and teaching formats.

  • Video-based training: We help you achieve the desired learning outcomes for your organization.

  • Self-paced learning: Participants work at their own speed from video modules and apply their learning using our Action Plan Workbooks.

ELEVATE YOUR EVENT

Dynamic Keynote Speaking by Daria Malin

Inspire and empower your audience with engaging keynote presentations from Daria Malin, founder of Boost Strategic Coaching. Daria delivers actionable insights on sales, marketing, and business growth, tailored to captivate and motivate any professional group. Her dynamic style and real-world expertise ensure a memorable and impactful experience for your next conference or corporate event.

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How We Drive Your Growth

At Boost Coaching, we believe real growth comes from more than just theory. Our unique approach is built on practical, personalized methods designed to deliver tangible outcomes for both individuals and teams.

Tailored Solutions for Your Goals

We don't believe in one-size-fits-all. Whether you're an individual professional or a large corporate team, our programs are customized precisely to your industry, challenges, and key learning objectives.

Practical & Actionable Learning

It’s not just a bunch of high-level concepts. Through interactive sessions, direct feedback, and in-depth coaching, every participant leaves with exact, immediate steps to move the needle toward their goals.

Sales & Marketing:

Two Sides of the Growth Coin

We believe maximum success comes from balancing both sales and marketing. Our coaching integrates these vital areas with overall business strategy – including goals and time management – to ensure you're fully set up to focus on growth activities.

Human-Centric Connection in a Digital World

In a world of algorithms and AI, we prioritize authentic human connection. Our approach empowers people, builds stronger relationships, and leverages the power of genuine interaction to drive your success through your network and champions.

Team Participation

This session is designed for you, but your leadership team is welcome to join for a collaborative planning experience.

Have more questions?

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Ready to design your most successful year yet?

I'm ready to walk you step-by-step through your Business & Marketing Planning Day experience. Contact us to book yours today.

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