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

Thanks for accepting my offer to send you my e-book,

16 Disciplines for
Financial and Insurance Professionals

I’ve been working with advisors at every level for over 20 years and chose these 16 disciplines from among dozens that top advisors have told me contributed to their success.

 It’s a light, fun read. I even joke about how I should have called them “hot tubs” or something that sounds less formal, but the messages in each discipline are powerful and will greatly improve your business if you use them.  

 Let me know what you think of the information in this e-book and, if you’d like to talk, send me an email and I’ll arrange a time with you.

 I look forward to hearing from you.

* indicates required






You can cancel the e-letter any time by clicking the unsubscribe link in the footer of any email. We will not use this information for other purpose or share it with anyone.
We use MailChimp as our marketing platform. By clicking below to subscribe, you acknowledge that your information will be transferred to MailChimp for processing. Learn more about Mailchimp’s privacy practices here.



Scroll to Top