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.

Onboarding For Accelerated Results and Long-Term Success

Onboarding is not easy to define. Some organizations limit it to a simple meet and greet, a tour of the facility, and “baptism by fire” on-the-job immersion training. Onboarding, however, is so much more than that. If done well, it can be a true differentiator for attracting and retaining top talent while accelerating the learning [...]

By | April 25th, 2022|Uncategorized|Comments Off on Onboarding For Accelerated Results and Long-Term Success

Effectively Leading Across Generation Gaps (Part 2 of 2)

In my last blog, I noted a company could have as many as 4-5 generations working together. As leaders, we are responsible for effective communication with and between our employees. We also know motivation and influence are crucial to our roles and they happen differently for each person. Because of this, understanding common attributes of each generation [...]

By | April 12th, 2022|Uncategorized|Comments Off on Effectively Leading Across Generation Gaps (Part 2 of 2)