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


Getting New Clients is a Simple 3-Step Process

If contacting the people you already know to talk to them about their financial or insurance situation is uncomfortable, watch Sandy’s latest Vlog video. Whatever you do, keep REACHING…

It May Seem Contrary, but…

It may seem contrary to Sandy’s best advice, but “Challengers” actually get higher marks than “Relationship Builders” when it comes to making sales. Sandy explains why, and how being a Challenger when it comes to making recommendations is actually the best way to serve your clients. Watch the video, and contact Sandy if you want …

It May Seem Contrary, but… Read More »

You’ve Got It Backwards…

  Sandy explains how “I would do it if only I had the confidence” is a backwards concept, and how to get the confidence to get things done. Want to increase your confidence? Book a fee-waived consultation with Sandy!

Super Bowl Comeback!

Desire, belief, and willingness can get you anywhere you want to go, even in the unlikeliest fourth quarter. In light of the unprecedented comeback in Super Bowl 51, Sandy explains the three essential elements you need to succeed.

The New Year is Almost Here! By NEXT Year…

Planning for 2022?  Resolve to *never* make an empty resolution again!  By 2023, you’ll be a finisher. Make part of your plan to learn how to get dozens of quality introductions in an easy, comfortable way with my Referral Mastery Workshop Series, starting January 11.

Exercise Your Influence Muscle!

Even clients who’ve been adamant about not giving referrals will be willing to introduce you to someone if you’re specific about who you want to meet. But how do you figure out who to ask about? In today’s PowerMinute, I explain how to do your research.   Want to get more referrals? Schedule a no-fee …

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16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved. 


Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

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