The Issue

Client was doing well but could not find any way to get to the next level. Had been working 80 hours a week for 20 years. He was a great financial planner and advisor but had not skills as an entrepreneur businessman or business manager.

The Solution

Customized Business Coaching plan that included: Sales training in all phases; marketing plan development that would be acceptable to compliance; business development plan; communication training.

The Result
Client’s income doubled, assets under management tripled in one year.

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