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.

Self-Sabotage, the Iceberg to Your Titanic

When he was a boy, Stan vowed he’d never be a father like his own father—aloof, critical, and emotionally unavailable. Yet, 30 years later, he catches himself treating his son harshly and constantly judging him for not measuring up. Patricia loves her job and her boss. The only thorn is that her boss prizes punctuality [...]

By | July 19th, 2022|Uncategorized|Comments Off on Self-Sabotage, the Iceberg to Your Titanic

10 Best Practices for Managing Difficult Conversations

If you have employees, difficult conversations are the key to success in your business. And if your company is like most, the organization desperately needs more of them. At the same time, remote work environments and digital communications are making it more difficult to just walk into an office and chat. Also, since “difficult” or [...]

By | July 5th, 2022|Uncategorized|Comments Off on 10 Best Practices for Managing Difficult Conversations