Coaching / Consulting

We offer a hybrid of coaching and consulting to professionals working in financial services, insurance and real estate. With over 30 years of experience in these industries, we understand the unique insights and challenges that you face.   

It’s easy to let priorities slip or miss important deadlines because other things get in the way. Working with someone outside of your company who understands your business can have significant impact on reaching your goals.  

Having someone on your side to keep you focused and remind you of the priorities, supporting you when times are difficult and guiding you through important decisions can make the difference in success or failure. This type of support can be a critical impetus to your business and provide valuable insights that will benefit you, your family and your clients.

We work to help you identify areas of untapped potential and provide you the inspiration and accountability to take on new challenges. This can help propel you to higher levels of success.

Our experienced staff will work one-on-one to keep you focused, motivated and on target for success.

The Cost? 

If you are an SBT Member, the cost for 12 months is $5,000.

If you are not an SBT Member, the cost for 12 months is $8,000.

We ask for a 12 month commitment so that you will have time to get things done and see results. We’ll talk once a month and correspond via email in between.

The first session is on us.  Schedule a call and see if working together is a fit.