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

Make a Referral Mindshift

Shift your perspective around asking for referrals, and more will follow. Sandy can help you move away from your NEED–the ugly thing that gets in the way.

And 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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