Mid-Range Solutions

Growing a business often requires getting a new vantage point to see above and beyond the day to day.  This is a continuous cycle of renewed thinking, innovation and focus.  Doing business the same way over time can lead to apathy and even atrophy. 


We will help you rediscover the 'why' behind the 'what', your vision and what's holding you back from achieving it.  Through initial assessments and analysis, we will tailor a coaching solution to get you to that 'next level', whatever that is for you and your business.  Like a physician, we will prescribe the right balance of coaching, consulting and project management to reposition your business for accelerated growth.  We will also help you create the right team alignment and accountability using our proprietary planning process.  As a team, you will have a simple and highly effective action plan to manage progress and change.  When this phase of coaching is complete, clients feel motivated, clear about their contribution and there's a cadence of communication to ensure everyone succeeds.   

Take your business to the next level of success and sustainability leveraging our proven performance improvement process.  Our 7 point process will ensure your best chances of making the critical changes needed to achieve unrealized potential.

Assess Today's Reality

Awareness is a key to improvement.  We must know where we are today in order to know how best to get to the next destination. 

 People make businesses succeed.  Consequently we start by assessing the diversity and strengths of your leadership and staff.  We provide a series of assessments to measure thinking in an incredibly empowering way.  Our HVP assessment will simply amaze you with accuracy and insight.  Along with a best practice business assessment, we can address the intrinsic, extrinsic and systemic keys to your businesses success.  Each business has similarities but no business is exactly alike.  We tailor a solution that's unique to your business and people. 

Common assessments include:

  • HVP MindScan
  • ROI Business Assessment
  • DISC
  • S.W.O.T. Analysis

Plan Tomorrow's Success

Early in this process, we want to turn awareness into planned action.  Many business owners complicate the planning process or avoid it all together.  

 We all need to be inspired to reach our potential and consequently for the business to achieve its as well.  Our planning process is designed to create focus, enthusiasm, commitment and support from all.  Your business plan will be simple to create, focused for implementation and easy to track and modify throughout the year. 

During this phase we will help you: 

  • Create an implementable business plan
  • Remove performance barriers
  • Align leadership and team

Implement for Results

A plan is useless unless it's implemented.  This is a critical part of the continuous improvement process.  A focused plan must be complimented by a commitment.  

 We will help you create the clarity needed with your team so they know their role in implementation and achieving success.  This buy-in is essential and along with a defined rhythm of accountability, we will measure results in a way that creates opportunity for celebration and improvement.    We provide a wide array of tools needed for implementation to succeed in creating the targeted results. 

Some implementation tools include: 

  • On-line private client access to tools
  • Cadence schedule
  • Focused meeting agenda

Target Coaching

It's not enough to just plan, delegate and hold people accountable, we all need to be developed to reach our potential.  Knowledge is often a key to breaking through barriers of success. 

On going learning and development are integrated within the coaching process.  However, often times we need more focused and intensive training to accelerate results.  We offer a full suite of target training solutions that will empower you and your team achieve what you otherwise couldn't without some new skills and competencies. 

In addition to a full suite of training topics, we also offer proprietary trainings on the following topics: 

  •     Maximizing your existing client potential
  •     Getting more of your best clients
  •     Scaling your business for growth
  •     Market & client segmentation strategies

Complimentary Session

Get a 30 minute no obligation complimentary session. 

Active Clients:  Use the LOGIN menu above to access your Private Client Site.

What clients are saying...

Ria C.
Director of Suitability and Compliance

"Todd has a knack for really listening and getting to the heart of an issue. He has an empowering way of helping you overcome any professional or personal obstacles in order to stay focused on what matters most." Read more...

Dan Tucker
Vice President of Life Sales at Partners Advantage Insurance Services

"Todd's work with our senior leaders and sales teams over the years has made a measurable impact on our company's revenues. He sees the best in people..." Read more...

Scott Tietz
CEO of Partners Advantage

"I have worked closely with Todd and he has also worked closely with many of our staff and he is one of the best coaches that I have ever met. Time with him has been priceless and he..." Read more...

Nathan Bergeland
CEO, US Advisors Financial Group

"Todd is an action oriented coach that gets results for his clients. I have referred Todd on numerous occasions and always..." Read more...

Gregory M. Cash
Managing Director-Investments

"Todd took the time to understand our business model, understand where he could add value, and then made sure to hold all 12 team members accountable to meeting deadlines. He is very thorough..." Read more...