How We Coach

Our clients are typically looking for four common results...

  •   More revenues and profits
  •   More "A" clients, agents and business alliances
  •   More engaged and effective team
  •   More peace from having a sustainable growth model


And while most businesses have these common needs, the question is... how do you accomplish these things in your industry and business?


Fortunately we have more than a decade of business coaching and consultative experience with business owners across many industries.  However, since 2008, we have been focused primarily in the financial industry as a boutique coaching consultancy with thousands of hours of expeirence coaching top owners of IMOs', MGAs', RIAs', BDs' and independent producers. 

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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...