Scaling Up Certified Coach

    Take Your Business
    to Level 10

    Strategic coaching that delivers freedom for owners, clarity for leaders, and accountability across your entire organization.

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    What We Deliver

    Three pillars that transformhow your business operates

    01

    Freedom

    For you, the business owner. Step out of the day-to-day and into strategic leadership with systems that run without you.

    02

    Clarity

    For your leadership team. Align on vision, priorities, and execution with a shared operating rhythm that eliminates confusion.

    03

    Accountability

    For your whole organization. Build a culture where every team member owns their results and drives the company forward.

    Working with Erik in the Scaling Up program has been an absolute game changer for our business. We have made more progress in the 1 year of working with Erik than we ever thought possible and have a clear vision of what we need to do next and where we are going over the next 5 years thanks to his coaching and guidance. He does an amazing job of training, guiding discussion, and distilling complex issues into the steps needed to make progress across the organization.
    Jared Elson
    CEO, Authentikos Advisory
    Erik - Level 10 Coach
    Certified Coach
    Your Coach

    Coaching leaders to build businesses that scale

    Erik brings years of experience helping business owners and leadership teams break through growth barriers. Using proven frameworks like Scaling Up and Working Genius, he coaches organizations to align their people, strategy, execution, and cash to achieve sustainable growth.

    His approach is hands-on, results-driven, and tailored to each organization's unique challenges and aspirations.

    Certified InScaling Up
    Certified InWorking Genius
    FocusMid-Market Growth
    The Framework

    The Scaling Up methodology

    A proven system used by over 80,000 firms worldwide to master the four decisions every company must get right.

    How this works for independent financial advisors and RIAs

    People

    People

    Attract, develop, and retain the right people in the right seats.

    Strategy

    Strategy

    Create a differentiated strategy that drives sustainable revenue growth.

    Execution

    Execution

    Build a culture of discipline and accountability that delivers flawless results.

    Cash

    Cash

    Generate the cash needed to fuel growth and weather any storm.

    The Assessment

    The 6 Types of Working Genius

    Developed by Patrick Lencioni, this assessment reveals the type of work that gives you energy and the type that drains you — so your team operates in their zone of genius.

    How a small advisory team assigns the six kinds of work

    Wonder

    The Contemplator

    Naturally ponders the bigger picture, asks deep questions, and identifies the need for change.

    Invention

    The Creator

    Thrives on generating original ideas and creative solutions to the challenges identified.

    Discernment

    The Evaluator

    Uses instinct and pattern recognition to assess ideas, providing critical feedback and judgment.

    Galvanizing

    The Mobilizer

    Rallies people around ideas and initiatives, generating enthusiasm and momentum for action.

    Enablement

    The Supporter

    Provides the responsive support and assistance that teams need to move ideas into reality.

    Tenacity

    The Finisher

    Pushes projects to completion with determination, ensuring nothing falls through the cracks.

    Get Started

    Ready to reach
    Level 10?

    The first step is a conversation. Tell us about your business, your challenges, and where you want to go. No commitment — just clarity.

    “Everyone wants to live on top of the mountain, but all the happiness and growth occurs while you're climbing it.”

    — Andy Rooney

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