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

Growing Your Business Virtually



Some of my clients are busier than ever. Others are having difficulty adapting to the virtual world.

If you fall into the second category, I have put together a program that will help.  Here’s what you can learn:

  1. Ways of communicating with your existing clients that go beyond what you’ve been doing and result in more business from them and more referrals.
  2. A more focused approach to growing your business that helps you prospect virtually
  3. Ways of improving your online presence designed to attract new business
  4. Simple ways to cold prospect online that will result in conversations with new prospects

If you want some great ideas for not just maintaining clients, but actually GROWING your business in this virtual world, take the time to watch this video!

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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