SUCCESSES

ENTREPRENEUR

Jack is a young entrepreneur who owns a company that wholesales electronic components to repair facilities. When we began working together, his company was about a year old. Jack told me that he suffered from ADHD and he was constantly stressed out and severely challenged in managing the various aspects of his business. He said his level confidence level was a “2 out of 10.” Even though his company did $1.5 M in sales the first year, Jack took home only $60K. There were only 2 employees, and Jack handled sales, customer service, and Read more ...

INSURANCE SALES PROFESSIONAL

Matt is a successful partner/producer with a large national commercial insurance broker. When we began coaching, his client base was growing, but he was becoming frustrated with the up-and-down routine of chasing deal after deal. He wanted to take his production to a much higher level in a way that was scalable. It was important to Matt to preserve time for his family and himself. He wanted to grow his business in a more efficient manner that would provide balance and still allow him to double or triple his client base.

In our coaching, Read more ...

SALES PROFESSIONAL

Steve sold payroll services to small- and medium-size business. When we first met, he told me, "I want to be the number 1 salesperson in the company." He was not only ambitious, but tense. He typically worked 70 hours a week, including weekends. He was recently married and spending little time with his bride. He came to me for help in working smarter, so he could meet his sales goals and spend more time at home.

Steve spent the first two meetings explaining the complexities of his work schedule. The way he had it set Read more ...

MIDLIFE CAREER CHANGE

A seasoned and highly successful commercial real estate agent came to me because he had lost all excitement in his career. He was great at what he did and regularly generated repeat business from real estate investors who loved working with him. He was 37 and in a career slump--there was just nothing new or stimulating for him in his current business. He was married and had two school-age children and was concerned that by changing careers he would sacrifice significant income. Plus, he did not know what he wanted to do next.

In our Read more ...

MORTGAGE GROUP – TEAM ALIGNMENT AND PERFORMANCE

Philip heads up a small residential mortgage group. He brought me in to enhance the group’s teamwork and performance. At our first meeting, I asked the group if they felt they functioned as a unified collaborative team, or as isolated individuals each doing their own job. The response was unanimous—they did not view themselves as a team. In that first meeting, we uncovered several communication and workflow issues. By the end of the first meeting they had aligned over common goals and brainstormed solutions to several of their most pressing issues. We continued Read more ...

REAL ESTATE SALES

In his first year as a residential real estate agent, Erik did one transaction. He had devoted a lot of time and energy networking--he became president of a local referral group and joined several chambers of commerce. He was extremely busy with his various networking activities, but had no solid system for contacting and following up with sales leads and prospects. At the end of his first year, Erik hired me to help him grow his business.

In our first month of coaching, we established sales prospecting strategy and a weekly schedule. We organized his Read more ...