Our Brief

In more than a decade, we've coached thousands of hours with top financial advisors, insurance agents, financial executives and business owners across the United States. Our average client grows their business by 25-30% a year when the focus is on growth. Our hands on approach is more like having the ideal business partner whose only focus is your success. Working together, combining skillful coaching, best practice consulting and your unique strengths, we will maximize your potential to grow sales faster, recruit more ideal producers, increase revenues, improve profitability, leverage time management skills and build an effective staff and team with a career path.

Effectively Leading Across Generation Gaps (Part 1 of 2)

The term generation gap is used to describe the different values and attitudes between one age group and another. It is typically used to describe differences between parents and their children but since the 1960s, the term generation gap has also been used to describe the clash between age groups in the workplace. Since we [...]

By | March 29th, 2022|Uncategorized|0 Comments

Priority (not Time) Management Leads to Money and Freedom

Leadership guru, Peter Drucker, once said, “Efficiency is doing things right; effectiveness is doing the right things.” No matter how well we’re working on something, it really doesn’t matter if that something is the wrong thing. Especially for business owners and leaders, time is our most precious resource so investing it in the right things is crucial. The [...]

By | March 15th, 2022|Uncategorized|0 Comments