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We specialize in helping financial professionals
achieve business results.
Our clients have experienced 1,200% ROI, up to 60% increase in productivity,
and up to 300% revenue growth.
All coaching and training is confidential. Our recent clients include:
- Wachovia Bank of America
- Merrill Lynch American Express
- Deloitte Consulting Ameriprise
- Edward Jones Northwestern Mutual
- New York Life Watson Insurance
- HD Vest independent financial professionals
Doug is a regular contributing author at www.Horsesmouth.com
and www.FinancialAdvisor.com.
His well-reviewed book, Passionate Action; 5 Steps to Creating Extraordinary
Success in Life and Work (2007) has been featured at Barnes and Nobles
nationwide.
Free Resources for you include:
www.eLifePlans.com activation
code: DG6479, 30-day trial; for online accountability
www.HorsesMouth.com, 60-day trial,
for over 3,000 best practices in your field
Our philosophy: We specialize in financial professionals because we care
about net worth, results, and accountability. People hire us when they
need a fresh, objective perspective on their business. We are not expert
on particular products or services. We are expert at helping financial
professionals focus on their strengths and develop the systems that will
lead to their success.
Our location: As you may know, Charlotte is second to New York City for
financial professionals. Our associates travel anywhere. Many options
are virtual training.
Click here for details and fees on coaching,
training workshops, or speaking.
Call 704.895.6479 to schedule a complimentary session by phone or direct
meeting.
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