Advisor Coaching

“Humans are ambitious and rational and proud. And we don't fall in line with people who don't respect us and we don't believe have our best interests at heart. We are willing to follow leaders, but only to the extent that we believe they call on our best." 

―Rachel Maddow


Do you know what your differentiators are? Are you where you want to be? Are you well-versed on insurance products, strategies and techniques? Does every one of your clients have a tax control plan? Are you able to competently educate clients on their options for long-term chronic care? Are you satisfied with your succession plan? Is your transition plan being designed early and does it provide you with options? Are you looking to add clients, assets, product offerings or additional people to your team? Do you have an excellent group of attorneys and CPAs to partner with? Let’s find out where your best growth opportunities lie and execute a plan that will accelerate your success. We want to work with you to make what you’ve already made successful increasingly profound!

Wholesaler Coaching

“There is no chance, no destiny, no fate, that can hinder or control the firm resolve of a determined soul.” 

―Ella Wheeler Wilcox


Together we will design a plan for you to catapult your territory to the top of the scorecard. We will use proven techniques and systems to create memorable and profitable events. We will explore strategies and ideas and implement was of doing business that will create strong, authentic, and sustainable relationships with producers field leaders and industry alliances. 

Group Coaching 

“In honor of Oprah Winfrey: Even greater than the ability to inspire others with hope is the power to motivate them to give as much to the lives of others as they would give to their own; and to empower them to confront the worst in themselves in order to discover and claim the best in themselves.”

AberjhaniJourney through the Power of the Rainbow:
Quotations from a Life Made Out of Poetry


Do you lead a group that you need to help grow? We speak to groups of 2 to 2000. See the topics under our Speaking Section. We can tailor this to a large audience or for a few individuals who would benefit from the powerful messages. We can present this to client groups in venues as simple as a conference room table to a banquet room or theater, depending on the needs of the event.  We have topics designed for advisors, brokers, producers and agents and well as for their clients.

Contact us for a free initial consultation.