Build the Practice of your Dreams

About DW Consulting

We specialize in transforming the practices of top financial advisors and their teams.

Led by Dawn Wolfgram, a seasoned expert with over 30 years of in-depth financial services experience, we provide deep insights and tailored strategies that empower advisors to bring their vision to life.

Our mission is to help you achieve unparalleled business growth, operational efficiency, and personal fulfillment. Whether you're looking to refine your leadership, optimize your practice, or engage with peers in our exclusive mastermind groups, DW Consulting offers the roadmap and guidance to ensure you do the best work of your career and build lasting success.

About Dawn

Dawn Wolfgram, the force behind DW Consulting, brings over 30 years of unparalleled experience in the financial services industry. Her career is marked by a relentless drive for excellence, a passion for growth, and an unyielding commitment to helping financial advisors and their teams reach their highest potential. Dawn’s approach to consulting is rooted in her deep industry knowledge, dynamic personality, and a hands-on, results-oriented style that sets her apart.

Known for her infectious energy and positive attitude, Dawn makes work both impactful and enjoyable. She believes that success is not just about achieving goals but about finding joy and fulfillment in the journey. This mindset is what fuels her mission: to empower advisors to unlock their full potential and lead with confidence, clarity, and purpose. Dawn’s clients describe her as a strategic thinker, a problem-solver, a catalyst for growth, and their biggest cheerleader - always pushing advisors to think bigger and reach higher.

Services

  • Practice Management Consulting

    What got you here won't get you there.

    Dawn will help you bring your dream to life by defining your vision and mapping out the comprehensive steps to achieve it. With data-driven analysis and proven systems backed by over 30 years of experience, you’ll have the roadmap you need to reach your ultimate goals.

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  • Elite Advisor Masterminds

    LEAD Your Practice.

    Elite Advisor Masterminds are unique forums for CEO's of top practices to engage with peers through facilitated discussions on topics focused on thinking and leading like a CEO and driving significant impact.

    *Participants will submit an application and complete an interview to be considered.

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  • Leadership Coaching

    Be your best.

    Leadership coaching for financial services agency leaders and managing directors to drive leadership excellence. Dawn will help you overcome challenges, assess processes, and enhance decision-making skills, helping to cultivate stronger teams and achieve your career goals. The result is a more confident, effective leader who is equipped to guide their organization to greater success while maintaining a balanced, fulfilling life.

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“Dawn’s advice and coaching have helped me grow my practice, my AUM, my prospecting, and my staff management.  Dawn is a pivotal part of my success not only in business but in life.”

— J.S. | Financial Advisor

“Dawn’s leadership and guidance have been instrumental in my success.”

— M.G. | Financial Advisor

“I am forever grateful for the key items Dawn coached me through. She helped me stay focused on the overall health of my business during a very crucial transition.”

— Y.B. | Financial Advisor

Who We Work With

  • Established Advisors

    We work with top advisors and their successful practices. Our clients are bringing in $1m + per year in revenue, and are looking for ways to find deeper purpose and success in their business - whether that means finding ways to integrate more work-life balance, strengthen relationships with their team, clients, and community, or they're looking for the data to back up their operational decisions - we're here to help you do the best work of your life.

  • Financial Services Leaders

    We work with agency leaders, managing directors, and other financial services industry leaders who are responsible for supporting advisors. Whether it's coaching you through business planning and achievement of goals, or guiding you through developing a winning, supportive, and fun culture - we empower you and act as a confidential sounding board to help you feel less isolated and provide the tools you need to achieve success.

Work with Us

“Whatever you do, or dream you can do, begin it. Boldness has a genius, power and magic in it.”

— Goete