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

Keynotes & Speeches

I deliver keynote speeches that are inspirational, humorous, and leave audiences excited about getting back to work and making a difference.

Here are a few keynotes I've already created:

Here are a few clips from "Clients for Life" to get a sense of my style:

Referrals are good for your clients

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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