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

Sales Happen in THEIR World


Don’t shame or try to stifle your natural feelings of insecurity around your biggest clients. Do, however, put those feelings aside, by understanding that your clients are worried about themselves, too! Since sales can only happen on THEIR turf, change your focus to how you can help THEM feel more at ease.

Watch the video, whatever you do KEEP REACHING!






Want to learn how to focus on clients?  

Set up a time to talk with Sandy!

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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