MEET CAROL MOSER

Hello and welcome! I’m Carol Moser and my company is Synergy Fuel Coaching and Consulting, LLC.

As a coach, consultant, and facilitator I specialize in working with financial advisors. My primary objective in working with my clients is to optimize individual and team performance, improve productivity, increase profitability, and enhance work/life balance.

I’ve coached, trained, and consulted with thousands of financial advisors and over 750 teams during the various stages of their careers.

  • Initial Team Formation
  • Compensation Negotiation
  • Role and Responsibility Identification
  • Intra-team Dynamics
  • New Business Development
  • Practice Management
  • Succession Planning

Professional Certifications