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.

Motivation, the Key to Unlock Your Company’s Potential

An organization is only as strong as its employees, and a group of employees will only be as strong as its weakest members, especially among leadership. In order for the employee and collective group to achieve their potential, there is nothing more important than ensuring motivation is high throughout the organization. During his tenure with [...]

By | May 9th, 2022|Uncategorized|Comments Off on Motivation, the Key to Unlock Your Company’s Potential

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)

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

Discovering Your Productivity Rhythm

Discovering your personal productivity rhythm can help you be more effective, efficient and get more done with the time you have each day. Your productivity rhythm defines how, when and where you are most productive, empowering you to your advantage for making the most of your time. Determining your peak levels of energy and focus [...]

By | February 28th, 2022|Uncategorized|0 Comments

Breaking Advisor Plateau

Most successful advisors will max out their capacity at some point and face a critical decision to either be content where they are or make essential changes to enjoy more income and freedom. Sadly, because they’re too busy to figure out what changes to make, they plateau by default.  Here’s the good news... there’s a simple solution [...]

By | February 14th, 2022|Uncategorized|0 Comments

4 Cs of Executing a Plan and Getting Results

What’s the secret to the execution of your business plan? It’s adopting the 4 Cs of planning.

By | January 25th, 2022|Business Planning|0 Comments

It’s a New Year, Now What?!?

It seems like the years go by in the blink of an eye. Each one starts out with great intentions and as Mike Tyson once said, “Everyone has a plan until they get punched in the mouth.” Well, these past few years have delivered numerous punches to most business owners forcing them to navigate many complexities and [...]

By | January 5th, 2022|Uncategorized|0 Comments

Gratitude: The Foundation of a Next Level Business Mindset

Let me ask you two closely related questions.  How do you get in your own way growing your business and living your best life?  Do you find it difficult to slow down enough to celebrate all the good in your world?   If you’re asking what the heck these have to do with one another, [...]

By | December 14th, 2021|Uncategorized|0 Comments