We specialize in helping financial leaders achieve business results. Click here for an article in Investment Advisor, Nov. 2008, on the ROI of Coaching. That article features one of our former coaching clients, Matt Keeling. The article includes references to professional standards, outcomes from coaching and tips for you to select a great coach. All coaching is confidential. Our recent clients include: - Wachovia / Wells Fargo
- Bank of America
- Merrill Lynch
- American Express
- Deloitte Consulting
- Ameriprise
- Edward Jones
- Northwestern Mutual Financial Network
- New York Life
- Watson Insurance
- HD Vest independent financial professionals
Doug is a regular contributing author at www.Horsesmouth.com and www.FinancialAdvisor.com. He is recognized as an expert in the field. 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. 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. However, 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 clients prefer virtual training and coaching. For details on coaching, training workshops, or speaking click here or contact us. Call 704.895.6479 to schedule a complimentary session by phone or direct meeting. | 
