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


WARNING: This post could save you years of frustration!

This post could save you years of frustration AND bring in hundreds of thousands of dollars in new business. One of the ways I help …

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Don’t Be Another White Crayon

Many advisors come to me after trying everything they can think of to get their stagnant business growing again. They tell me all the things …

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You’re Not Bothering Them

If you’re one of those advisors who has avoided reaching out to friends and family, you need to know that your avoidance can lead to …

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You Can’t Solve an “Inside” Challenge With An “Outside” Solution

You’ve broken through the 6-figure annual earnings barrier, but everything you’re doing isn’t getting you to the mid-six figures or beyond.   And if you’re fully …

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Be the One They Call

“A 15-minute call could save you 15% or more…” When you do a Google search for “gecko”, GEICO used to appear first—even before the the …

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What Will They Say When They Tell Your Story?

In March of 2022, I visited my grandchildren in northwestern Canada.  One of our day adventures was climbing to the top of the ski mountain, …

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Are You Tired of the Rollercoaster Yet?

“I made some money. Yippee!” “I didn’t make money. OMG.” “I made some money. Yippee!” “I didn’t make money. OMG.” Are you exhausted yet? A …

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Feeling Guilty About Not Spending Enough Time With Your Family?

Peter has been an independent life insurance agent since 2010. In our Zoom consultation, he asked me for help with his focus and his guilt feelings. “I’m …

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Don’t Be Like Raymond

Things were going great for Raymond, an advisor in rural Oregon.  He had developed great relationships with his best clients, he was well respected in …

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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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