Performance Coaching for Financial and Insurance Professionals

Is Your Financial/Insurance Business Stuck on the “Yellow Line”?


Most financial advisors and insurance producers start out on the Red Line above. They’re working hard to find people to work with.

Then, at some point in their career, business growth starts to accelerate. Everything is green. Business is growing exponentially. And it’s exhilarating!

Whether you’re advising clients, offering financial planning, managing assets, or selling life insurance products, you’re moving ahead. You pass $100,000 in annual gross income from all sources…and it’s still growing!

But then, for many, growth begins to slow. It’s no longer exponential.  You end up in pretty much the same place every year…a little higher…a little lower. But the big growth isn’t there anymore.  And everything you did to get here isn’t getting you further.


You’re stuck on the yellow line.


And you want to grow beyond it, so, you start chasing ‘shiny objects’– spending thousands of dollars trying to learn new strategies and find new sources of leads—efforts that aren’t really changing anything.  

What you really need is to find what’s holding you there and break through it.


What If Just ONE 60-Minute Conversation Could Bring You That Breakthrough?

One Idea.

One Change In Perspective.

One Insight That Turns Your Incremental Growth Into Exponential Growth and Gets You off that Yellow Line.

What If You Could…

  • Free Up Hours So That You Can Do More Important Work?
  • Get More Out Of Your People?
  • Communicate More Powerfully To Avoid And Resolve Conflicts And Miscommunications?
  • Fix Failed Systems, Potentially Dangerous Compliance Issues And Other Challenges?
  • Get More Production And More Control Over Your Expenses, And
  • Have More Fun In Your Business And The Creative Energy To Grow It?

Hi, I’m Sandy Schussel.

I’ve spent the last 20+ years coaching financial and insurance professionals at every level.  All came with challenges relating to growing their businesses, and I’ve been able to successfully help them.

Most of my work now is with veteran financial and insurance professionals–financial advisors, financial planners (CFPs), wealth managers, IARs, and life and health producers. They may call themselves advisors, agents, or something else, but they’re all helping clients prepare for their future.

Some are “captives,” some are independents, some work alone with an assistant or small staff, and some are in partnerships or teams of different kinds. Some are recruiting, hiring and training associates to grow their business through other advisors.

Typically, my clients have been in the business for 5-30 years and are grossing between $100,000 and $1 million annually. Almost half of them are women.

They all have different philosophies about their work.  While many of them work with both financial and insurance products, some are convinced that only one or the other is right for their clients.  Some earn their money from asset management fees, some through planning fees, some through commissions and some have 3 or 4 sources of income.  

Some are specialized: focusing only on a particular product, type of client, or service. 

But most of them are facing the same challenge:



They’re stuck on the yellow line.

They’re dealing with one or more of these obstacles:

What they did to get to this point isn’t working to bring them rapid growth. They’re buying leads, trying shiny new strategies that don’t work and spending a fortune on trainings that also aren’t working.

They have plenty of leads, but their team can’t handle them. So they’re doing a lot of the wrong work on their own and don’t have sufficient time or energy to work on bringing in more business. 

They’ve lost their passion or their focus (or both). They’re being  easily distracted. Consequently, they’re working longer hours but not getting the results they want.

If you believe that you can be doing much better and you’re willing to invest an hour of your time in a deep honest conversation to see if we can make something amazing happen, I’ll set aside the time to talk with you. And you’ll see that I’m right. 

What Happens During Our Time Together?

We’ll discuss the outcomes that you want in your business–and in your life–and identify your biggest challenges. Then, we’ll work on at least one of those challenges and come up with some strategies to get you past it.

If you find what we’ve done helpful, you can ask me about a coaching program, but that’s up to you.

Whatever you decide, our one conversation will be extremely valuable to you.


Why am I making this offer?

In an industry where we’re trained to believe that every conversation with someone new is a prospecting conversation, this may seem counter-intuitive.  I don’t have meetings to sell my services. I have conversations to serve. Every conversation with an industry leader is an opportunity for me to help him or her. It continues to build my reputation and ultimately leads me to clients who want to work with me.  You may not be that person. I won’t try to make you that person. But I will offer my help freely.

Get Clear About What You Want Most.

We’ll Talk About How You Started, Where You Are Now And Where You Want To Be.

Take A Deep Look At The Obstacles.

We’ll Look At What’s Causing You Stress And Keeping You From Having What You Want

Design And Strategize Solutions.

We’ll Come Up With One Or More Strategies You Can Put In Place Immediately To Get You Past Your Biggest Obstacle.

Setting This Up Is EASY!

STEP 1. Click Here To Schedule A Time To Talk. Simply select a day and time that works for you and then tell me a little bit about yourself. In case it isn’t clear, there is NO FEE for this conversation.

STEP 2. Get Ready. Before we talk with one another, give some thought about what you want to achieve in your business–and in your life–and what is holding you back. 

STEP 3. Show Up To Our Conversation

We can meet face-to-face online or on the phone. During the call, we’ll discuss your vision for your business and life. Then we’ll get extremely clear about what’s in the way.  My intention is for you to leave our time together inspired…and armed with some ideas and strategies to get over at least one of your challenges. 


Schedule a time to talk NOW!

Bring your biggest dream or your biggest challenge and we’ll handle it forever.





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Intensive Coaching for Financial and Insurance Professionals | Build Confidence, Improve Communication, Lead

Intensive Coaching for Financial and Insurance Professionals | Build Confidence, Improve Communication, Lead