I help financial and insurance professionals accelerate Their Growth, Find More Free Time, and Improve Their Systems.

Are you ready to accelerate Your Business?

Most financial advisors and insurance producers reach a point, somewhere beyond the $10,000 monthly gross income mark, when everything they’ve done so far seems to get them to the same place and not much further. The big growth isn’t there anymore.

Some believe that the best they’re going to do is to what they’re doing now.

Some believe that the only way they can accelerate their growth is to put in more hours, giving up time with their families and other things they love to do.

Some believe that the answer lies in buying lists of “qualified” prospects, doing expensive dinner seminars or trying to copy what a successful advisor does (hoping for the same results).

Some even believe that they need to start cutting corners, be a little less honest in their conversations and let things (and clients) fall through the cracks.

None of this is true.

You can make more money and spend less time doing it if you just change a few critical things that you’re doing.

If you want to grow beyond $20,000/month, $30,000/month, into the mid six figures and beyond, without working harder than you already do, let me help you break through what’s really holding you back.

What If Just ONE conversation
Could Start You On The Road
To That Breakthrough?

One Session Sharing Ideas.
One Change In Your Perspective.
One or Two Insights That Can Help You Turn Your Incremental Growth Into Exponential Growth.

Imagine If You Could:

Hi,
I'm Sandy
Schussel.

I’ve spent the last 25+ 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.

They may call themselves advisors, agents, planners, wealth managers, coaches, 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… Their business isn’t growing much anymore and they’re already spending too much time away from their loved ones.

Do Any Of These Sound Like Your Situation?

If you believe that you can be doing much better and you’re willing to have just one deep, honest conversation with a professional who understands your business about what’s really holding you back and what you can do about it, let’s talk to se if together we can make something amazing happen.

Here are some of the things we’ve been able to fix:

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 them and come up with some strategies to get you past them.

See if You Qualify For Help

Every week, I meet with advisors who aren’t ready or able to invest in themselves to improve their business.

I have a limited number of hours to take on new clients, so I’m looking for financial and insurance professionals who have had some success, but find themselves wasting time, energy, and money on lots of shiny business ideas that haven’t worked for them, and are ready to invest in themselves by working on the real underlying challenges that have kept them from getting the results they want.

If you’re 100% committed to grow your business in a way that is consistent with your beliefs and values, I want to help you.

Here’s what we’ll do in our conversation:

Get Clear About What You Want Most.

We’ll Talk About Where You Are Now, Where You Want To Be
And What’s REALLY Holding
You Back.

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 At Least One Of Your Biggest Obstacles.

Interested? Here's What You Need To Do Next...

Step 1

Take a Look at My Coaching Packages

Click here to see the details of my coaching programs and decide which program might best suits your needs. While the one month program is usually available, if you’d prefer to take advantage of one of the deeper, more discounted programs, indicate which program you’d prefer when you fill out the conversation request form.

Step 2

Apply

Fill out and submit the conversation request form. I will get back to you within 48 hours. If we both believe that I can deliver the help you need we’ll schedule our in-depth, no-cost conversation. If we both believe the program you’re interested in will work for you, we can discuss the programs in more detail, make financial arrangements and schedule a time to start our work.

Step 3

Bring Your
Biggest Dreams

Bring your biggest dreams or your biggest challenges and we’ll handle them once and for all. The changes we make will serve you for the rest of your working years.

YOUR BREAKTHROUGH AWAITS!