What Questions Are On Your Mind?

You’ve excelled in execution—working the deals, managing teams, and delivering results. But now, the next level is calling. And it’s not about grinding harder. It’s about showing up differently.

Whether you’re navigating a new role, stepping into leadership, or simply feeling the pressure to produce at a higher level—you know something needs to shift.

I specialize in coaching professionals like you through this critical transition. This is the moment where you stop waiting to be seen—and start positioning yourself as the advisory leader you’re becoming.

Is This For Me?

This program is built for professionals at a critical inflection point—ambitious VPs, Directors, and rising MDs who are ready to step into the next version of themselves.

  • You’re in your early VP years—executing flawlessly but eager to build your brand, develop a voice, and shift from being staffed to generating your own opportunities.

  • You’re in your late VP or early Director years, starting to think about coverage strategy, pipeline building, and internal influence—but without a clear roadmap.

  • You’re a late Director or early MD, ready to lead with conviction in front of CEOs, Boards, and senior leadership—and want to be seen as an MD, not a senior operator.

  • You’ve taken on a new role or lateraled to a new firm—and feel the pressure to perform before you’ve had time to get your footing.

  • You’re transitioning to a new industry, product, or sector—and need to communicate with credibility, network strategically, and deliver presence fast.

  • You’ve been invited to pitch to the Board or C-suite —and want to align your presence with how you want to be perceived.

  • You’re launching or growing your own franchise—and need support to manage stress, prioritize effectively, and stay focused while everything rides on you.

If any of these resonate, you’re not behind—you’re right on time. This is your window to act deliberately.

What Happens if I Don’t Change?

Your current pace won’t get you to the next level. You’re working hard, but the ceiling isn’t moving. The feedback is vague. You’re managing more—but it’s not translating into recognition, origination, or leadership credibility.

Meanwhile, the game is changing: expectations are growing, AI and technology are shifting how work is done, and the skills that got you here—flawless execution, reliability—aren’t enough anymore.

And you can feel it: You’re too senior to be told what to do, too junior to fully own the platform, too capable to stay stuck, and too smart to wait.

This is the moment to stop operating in hope—and start working with clarity. Whether you’re an aspiring MD, preparing for a leap, or just want to stop second-guessing and start owning the room—this is your next move.

What Will I Gain With DLC?

A Clear, Custom Roadmap to Elite Advisory Leadership.

A precision-built system that helps you move faster, with more clarity and less wasted effort—guided by someone who’s been in your seat.

You’ll go from execution-focused to advisory-caliber—with a clear narrative, a growing book of business, and internal and external stakeholders eager to back your leadership.

  • You’ll command top-bucket, multi-million dollar compensation.

  • You’ll have your own brand and run your own franchise—with CEOs and Boards seeking your advice.

  • And you’ll do it with precision, confidence, and ahead of schedule.

What Will I Experience?

This isn’t mentoring or training or therapy. It’s executive strategy—with precision and presence.

Your journey starts with the DLC Advisory Leadership Compass—a proprietary diagnostic built around the 12 competencies of elite advisory leadership. You’ll complete a baseline self-assessment and we’ll review it together during a detailed Discovery Session to uncover your leadership patterns, pressure points, and potential.

From there, our individual coaching sessions are structured but flexible—designed to work through your real challenges while building long-term capability.

You walk away from each session with clarity, momentum, and the tools to lead—not just execute. Over time, you don’t just perform better—you start showing up as the advisory leader you’re meant to be.

What Happens During a Session?

  • You share what’s top of mind—what’s happened since we last spoke, and where you’re seeing progress, friction, or pressure.

  • You name 2–3 things you want to work through today. These could include:

    • An upcoming client meeting or committee pitch

    • A difficult conversation with a senior sponsor or product partner

    • A strategic question about your next 6–12 months

  • This is where we roll up our sleeves.

    We use a hybrid coaching model that combines deep listening, structured reflection, and practical advice from someone who’s been there.

    • I’ll help you uncover blind spots, reframe your thinking, and strengthen your internal narrative.

    • We’ll discuss real examples from others in your seat—what’s worked, what hasn’t.

    • We’ll strategize, map paths, and if needed, role-play tough scenarios.

    • If you’re preparing for a moment that matters (IC, client pitch, boardroom), we’ll write the language together live.

  • We zoom out. I’ll offer macro-level observations that link today’s session to your broader goals.

    This is where we connect the dots—from tactical shifts today to the long-term transformation you’re driving.

  • You’ll leave each session with absolute clarity—and if anything stalls mid-week, I’m just an email or text away.

    You’ll also have access to a full suite of tools to support your progress between calls:

    • Your evolving Compass Scorecard to track growth

    • Communication analysis tools for personalized feedback

    • Full access to the Vault: 12 competency-based modules

    • The Advisory Leadership Insights Database

    This isn’t just coaching. It’s a high-touch performance system designed to keep you sharp, focused, and moving forward.

What Will We Actually Work On?

  • You’ve built a reputation for getting things done—but origination still feels elusive. We’ll craft your origination narrative, pipeline strategy, and internal positioning so you’re seen as a source of deals, not just a doer.

  • No more waiting for someone to staff you. We’ll design a personalized BD engine using sector intelligence, internal partnerships, and real follow-up discipline.

  • You’re covering too much—or not enough. Together, we define your niche and sharpen your insight until clients and internal leaders know exactly what to come to you for.

  • Whether in Committees or with CEOs, we’ll help you distill your message, lead with conviction, and show up with executive presence. Technical brilliance without clarity won’t get you promoted.

  • You’re no longer pitching analysts. We rehearse high-stakes moments—internal committees, MD check-ins, client boardroom prep—so you learn how to influence, not just inform.

  • Stop waiting to be noticed. Learn how to engage sponsors / stakeholders, shape perception, and advocate for yourself with intention—not ego.

  • Still doing VP-level tasks? We’ll build the habits and communication style that allow you to delegate effectively, mentor juniors, and step fully into your next role.

  • You’re leading multiple processes, managing teams, and prepping for your promotion—all while trying to stay sharp. We’ll build sustainable systems for recovery, reset, and deep focus.

  • Your calendar is either driving origination—or driving you into burnout. We’ll reengineer your weekly structure to protect white space and prioritize what actually moves the needle.

  • Whether it’s VP to Director or MD/Partner readiness, we’ll refine your narrative, stakeholder map, and internal case so you’re not just ready—you’re seen as inevitable.

  • New firm, new platform, new expectations. We’ll build your 90-day strategy, clarify how you want to show up, and help you accelerate visibility and credibility.

  • You want to lead without burning out. We’ll work on inner blockers / reactive patterns, mindset, and identity—so you don’t just execute well, but grow sustainably.

Who Will I Become?

You stop being just another hard-working professional. You become an elite advisor.

You walk into client meetings with presence and clarity. Your voice carries weight in committees and boardrooms. You’re not just running deals—you’re building a franchise. Clients trust you to originate, advise, and lead. Senior leadership sees you as a strategic partner. And you finally step into the role you’ve been preparing for all along.

This is the transition your career has been waiting for. Let’s map your path together.