INSTITUTIONS
WHAT ADVISORS ARE SAYING
Christi Staib
Silver Sail Wealth Advisors
“I am creating so much more value for my clients than before. I’ve doubled my income and I’m able to take more time off to be with my family. It’s been fabulous.”
Jamie Hilton
UBS Financial
“The coaches I’ve worked with are more than coaches to me—they’re partners and mentors who have had a tremendous impact on my business and the people I work with.”
Eric Lawton
Impact Financial
“Trust the process and information they give you. You don’t have to question it, because the research is sound. You just have to do the work, and it will result in great things.”
David Friesen
Friesen Capital Management
“Today, we are providing much more value to our client families, which has allowed us to raise our minimums three times and reduce our number of households by half. Oh, and I have more free time than I did five years ago.”
Mark Fujiwara
R.W. Baird
“Today I feel that I am absolutely maximizing my potential, in terms of both the numbers and how much fun I am having working with amazing clients and helping them solve their challenges.”
Anat Yoder
Yoder Wealth Management
“Because we’re so much better at what we do now, we can be leaders to others around us. We want to be role models not just to our children but also to our clients—to help them really see what a life well lived looks like.”
David Shepherd
Shepherd Wealth & Retirement
“In a little over a year of coaching, we went from wondering whether we should even be in this business to having absolute confidence that there is a clear path forward. If I execute the steps in the coaching program, I know where I am going to end up. I know that my business will be scalable. And I know it’s going to be really awesome and fun.”
Anthony Glomski
AG Asset Advisory
“I’ve also accelerated my happiness. I wake up every day loving what I do and loving the people I work with, and I can tell you that was not the case prior to coaching.”
Robert Shelton
Shelton and Seal Wealth and Estate Management
“I have a stream of new ideal clients that is almost hard to keep up with – which is a great problem to have! The results I’m getting now because of coaching are far beyond what I ever thought were possible.”
Geoffrey Frazier
Global Financial Private Client
“Right away, we were presented with a formalized, systematic process for getting clients to make referrals. That immediately started to give us confidence that we never had before to enter into these conversations. Everyone in the office knows how to start that conversation now. My assistant even made a second-opinion service offer the other day, which resulted in us getting the referral. Before coaching, that opportunity would have been missed.”
Chris Heerlein
REAP Private Client Group
“It was a breath of fresh air. There were people there who were a lot more successful than I was at the time, which gave me hope that I too could find a true balance between my work and my life. I have a renewed passion for the business and the impact we make on people’s lives.”