Personal and Group Coaching Services

Fisher LeBlanc Group: If you are interested in authoring your own book, Financial Writers Forum provides the knowledge, guidance, and motivation to make it a reality.

Fridl, Jim: We help corporate and individual entrepreneurs market into new distribution channels. Over the past 18 years we have helped agents, agencies and insurance companies develop billions of dollars in sales from new distribution opportunities.

Fridl Rosenborg, Christine: We help corporate and individual entrepreneurs market into new distribution channels. Over the past 18 years we have helped agents, agencies and insurance companies develop billions of dollars in sales from new distribution opportunities.

Gretz, Karl: Through individual and small group coaching and mentoring, I help mid- and senior-level FAs to refine their practices and achieve the next level of success.

Heller, Joe: Working with sales management and executives in developing sales strategies that support their efforts to dominate their market.

Hernacki, Mike: If you want something passionately enough, you can achieve it. But you can't do it alone. I help you do what it takes to succeed.

Lovas, Michael: I possess the training, discipline and flexibility to help you improve quickly. The end results are: improved skills reading and connecting with clients, reduced stress, and greater motivation!

Lukacs, Joseph: Our mission since 1993 is to coach financial advisors to attain their highest levels of success. Financial advisors come to us because they want results.

Nelson, Vic: Family business owners need to master the relationship side of their business if the business is to endure. I help solve problems unique to family businesses.

Riesenberg, Mark: We help individuals and organizations achieve their goals through more effective time management. Our keynotes, seminars, coaching, planning process, books and audio programs get you results.

Ritter, Alan: Coaching of either individuals or teams which helps them generate specific, measurable results that are unprecedented, or breakthrough, in nature.

Surz, Ron: We provide advanced state-of-the-art guidance and systems for identifying investment manager skill, or lack thereof. Our approach is global and applies to all stock portfolios: long-only, long-short, as well as short-only.

Unger, Ken: A leading trainer and coach for mid- to high-level financial professionals, Ken has helped thousands of financial professionals add powerful practice management strategies and marketing techniques that have elevated their business to the industry’s highest levels.

Winks, Stephen: Helping advisors and their supporting firms create a preemptive value proposition, establish an optimal division of labor, reduce cost, increase operating efficiencies and maximize practice/firm valuation.