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

Want More Out of Your Career and Your Life?

When you work with me, you’ll reach your goals quickly, be held accountable to achieve results, and push through your fears to change your relationship to your business.

Do you want to have

Over 20 years ago, I started coaching individuals who wanted more out of their careers and their lives.

I work with a limited number of one-on-one coaching clients. Most are people who might be seen by others as already successful, but who have personally reached a point where they’re trying to break through to something bigger.

My coaching programs are customized. They’re for individuals who are committed to dramatically increasing their results in life, both personally and professionally.

How much more money could you waste this year on advertising that doesn’t work, on redesigning your website, on scrambling to understand social media, or on motivational seminars, training programs, or self-help and business books of all kinds?

Why do I say “waste”?  Think about it.  How many times have you complained about how hard it is to get and keep clients or to get the kinds of clients you really want?  How many times have you attended a training program or finished a great self-help book and left with BIG ideas and insights that were going to change your world, only to find that three weeks later, nothing had changed?

While I help my clients in specific situations and specific areas of business and life, the transformative work he does is focused on an overall CHANGE IN PERSPECTIVE—in how the world, other people, and oneself are occurring to the client.

Coaching is usually conducted face-to-face online or in bi-weekly telephone sessions.  

You must be someone who is:

  • OPEN to new possibilities,
  • OPEN to admitting weaknesses, and
  • WILLING to be amazed.

My coaching programs are specifically for individuals who are committed to dramatically increasing their results in life, both personally and professionally—for professionals who say what they’re going to do and then follow through.   You must be willing to alter your behaviors and actions as needed to get the results you desire.

Your commitment must generally be for a minimum of three months and requires an up-front, non-refundable investment in yourself and the results you want.

Coaching with me is not for the faint of heart!

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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