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.

Say the Hard Thing: How to Have that Difficult Conversation

“There are no classes in life for beginners,” wrote poet Rainer Maria Rilke. “Right away you are always asked to deal with what is most difficult.” Saying the hard thing can be one of the most difficult things we ever do but it’s crucial in a business setting. Getting the important stuff done is honestly impossible [...]

By | June 20th, 2022|Uncategorized|Comments Off on Say the Hard Thing: How to Have that Difficult Conversation

A Crucial Ingredient for Next Level Success

Do you consider yourself a visionary entrepreneurial type with a perpetual stream of ideas flying out of your brain or an integrator personality that loves to put the best few ideas into action building something special brick by brick by brick? It’s amazing how many founding business owners I’ve worked with over the past several decades [...]

By | June 7th, 2022|Uncategorized|Comments Off on A Crucial Ingredient for Next Level Success