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


 …And Thanks. You’re on your way to  Referral Mastery.


Click here to get to the Referral Mastery Infocenter.  When you do, Bookmark the page so you can get back to it.  You’ll need the password for the Infocenter, which for you is MASTERY. (case-sensitive-make sure you use all caps). Note the password down somewhere safe.

(Everything you’ll need is in the Infocenter: All documents to download for each session and links to the six recordings–PLUS a bonus session where all of the concepts are role-played. 

If you’re not already a member of our Facebook Group, The Prosperous Advisor, join the group.

And, if you lose your way or have any problems with the material or the technology, contact me at

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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