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. Click here for an article in Investment Advisor, Nov. 2008, on the ROI of Coaching.
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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