How Are You Looking To Grow?

It’s tough out there for business owners and advisors

Our industry faces many challenges: increased competition, commoditization, ever-changing tax laws, and increased automation of services. Not to mention the dramatically changing labor force causing companies to have to do more with fewer people.

Having a great team and a clear vision is more important than ever. However, even if you know where you’d like to go, it can be hard to make a plan to get there.

We can help.

Who Hires Us

If you’re ready to get to the next level, you’re in the right place!

  • Elite insurance and financial advisors
  • Organizations that support advisors
  • Service-based businesses
  • Small business owners
  • Individuals looking to level up
  • Businesses who want to hire and grow their teams

Ways You Can Work With Us

Individual 1:1 Coaching
If you’re looking for customized, strengths-based, solutions-focused coaching, look no further. Together, we will identify the issues you are facing and then tackle them one by one so you can thrive, allowing you can do what you love and love what you do. 

Individual 1:1 coaching is great for those who are looking to:

  • Get to the “next level” in their business
  • Work with bigger clients
  • Produce more
  • Get out of a slump
  • Become more focused and goal-oriented
  • Gain a sense of accountability for their growth
  • Run their business more efficiently so they can get out and sell more
  • Work smarter, not harder
  • Increase their organic growth (new clients)


Sales Team Coaching
Our coaching is highly customized, based on each advisor’s specific experience and needs. We will listen carefully to the struggles your team is facing and work together with each member to create an actionable plan and then follow through.

Team coaching is great for those who are looking to:

  • Ask the tough questions and discover where there is room for growth
  • Explore new ideas for improvement and ways of approaching challenges
  • Build an actionable business plan for success
  • Pursue growth and be empowered, motivated, and encouraged
  • Receive monthly accountability measures to stay on track

Kolbe® Coaching (Individual 1:1 and Teams)
Everyone in your organization deserves to know who they are, how they fit with their job, and what they can do to thrive. The Kolbe System™ is designed to identify individual and team strengths and leverage them to optimize productivity. 

As a certified Kolbe® consultant, I can support you and your team in the following ways:

  • Optimize Team Performance
    Our approach goes beyond individual assessments. By analyzing how team members fit their jobs and how they work together, Kolbe’s TeamSuccess Solutions Reports and software provide evidence-based strategies to build and direct high-performing teams.


  • Align Strengths with Jobs
    Aligning the right people with the right roles is a catalyst for growth. Kolbe® understands and honors how employees take action, so you can design jobs that fit your team members’ natural strengths. Following this approach will yield better results.


  • Hire Right-fit Talent
    Filling a job opening can be overwhelming and time-consuming. Kolbe RightFit™ software identifies what a job demands and whether a candidate’s instinctive approach is likely to make them successful. Hire the right candidate for the right job, right away.

Strategic Summits
Strategic summits are a deep dive into your business to show the good, the bad, the ugly so we can clarify where you want to go and map out how to get there.

  • What to expect:
    • A customized, in-depth diagnostic survey of all the aspects of your business
    • Thorough review of all existing business practices, with the intention of identifying roadblocks and uncovering potential opportunities
  • You will come away with:
    • Clarity on what you need to focus on first
    • A practical Strategic Business Plan, outlining and prioritizing the key objectives we have identified in order to grow your firm
    • A step-by-step action plan with timelines to ensure accountability and ongoing execution of your Strategic Business Plan
    • An understanding of new pipelines for you to connect, collaborate, and cultivate relationships with right-fit clients and centers of influence.

Advisor Retreats
We provide our clients turn-key planning and implementation for study group events, or we can support and augment existing staff with project-specific support.

We will:

  • Select the perfect venue and negotiate contracts
  • Design relevant and impactful content
  • Recommend and secure speakers and sponsors
  • Manage the entire registration process
  • Oversee all meeting communications
  • Create professional meeting materials
  • Collect speaker presentations and handle all audio-visual needs
  • Perform on-site facilitation so the entire event runs smoothly, on schedule, and within

Whether you are looking for someone to WOW your audience with a killer keynote address or create an impactful session with an interactive workshop, I can offer a large array of options for your event.

All keynotes are customized and can be built around the following topics:

  • How to Build a Better Team to Build a Better Business
  • Lead with Your Strengths – Be A Leader Not a Boss
  • Identifying Your Ideal Clients
  • Simplifying the Sales Process
  • Networking and Creating Connections to Grow your Business
  • Developing Relationships with your Centers of Influence (COIs)
  • How to Communicate Better with Your Clients