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...

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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