Self-paced online learning + Expert-Led MasterClassesLearn More
Improving the skill and effectiveness of your sales leaders will exponentially impact the skill and growth of your entire sales team.Learn More
This highly tailored coaching program is designed for advisors who want to accelerate their business growth.
Through structured conversation, business analysis and diagnosis, we target your business goals and develop specific strategies and tactics to unleash your growth.
Areas our clients seek improvement:
Developing people through creative and challenging coaching and training is in my blood. As a young Army officer leading an artillery battery, I was recognized for exceptional training skills. More recently a retiring wealth advisor said my innovative coaching had a greater impact on him than any coach in his 42-year career. In practice, I've coached teams to win multiple $100 million+ wealth management relationships.
After building, leading, and coaching wealth management teams for over two decades, I’ve identified key challenges faced by leaders and advisors. These challenges sparked my vision for Affluent Strategies – a sales leader and advisor training and coaching company that crushes obstacles to sales growth.
My tactical, laser-focused training and coaching will help you overcome challenges, produce sales growth, and create success stories for you and your team of revenue-generating professionals.