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

Quick-Fix Your Referral Mindset

Don’t deprive your clients of the opportunity to come to the rescue of friends and family. Sandy flips the fear of referrals on its head!

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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