DO NOT MISS OUT! AMAZING THINGS ARE COMING!

 SPECIALIZED EDUCATION & COACHING 

FOR INSURANCE AGENTS & FINANCIAL PROFESSIONALS

Are you an experienced industry veteran or considering a transition into the world of finance? No matter where you are on your professional journey, limitless opportunities await you.
Tap Into 37 Years Of Success With One Of America's Top Financial Coaches!
New Agent
Advanced Training
MasterMind
Hire Robert

 

The Most Successful Agents Have Mentors. Do You?

Turning Agents Into Trusted Advisors!

 

 

Are you ready to embrace new challenges and elevate your financial practice to the next level? Transform from being an insurance agent to becoming a "Trusted Financial Professional."By stepping into this role, you'll take charge of your success while making a significant impact on your clients' financial futures. Rather than simply "selling" insurance, you'll embark on a transformative journey to help clients develop comprehensive financial strategies that grow their assets, reduce taxes, maximize incomes, and leave lasting legacies—all in the most tax-advantaged manner. Our specialized education and coaching programs—GPS (Goals, Planning, Solutions)—are specifically designed to equip insurance agents and financial professionals with the skills and insights necessary to excel and reach their full potential in this dynamic field.  

Working in the financial services industry is significantly more important than  "selling" products to earn a commission.  It is about the impact you can have by helping consumers properly manage their financial lives.

Schedule Your Complimentary 20 Minutes Strategy Call
 No matter if you're just starting out or have decades of experience, the Financial 411 GPS (Goals, Planning & Solutions) Specialized Training can be a game-changer for your career.

In today’s digital age, many sales training programs and financial plans available online are created by individuals with limited real-world experience. This lack of expertise is detrimental both to clients and the industry as a whole. For long-term success, distinguishing yourself from the competition is crucial. The Financial 411 Insurance & Agent Educational Coaching program offers you the tools to stay ahead, leveraging unconventional concepts that ensure your clients' hard-earned dollars are used most efficiently.

 
Schedule Your Free Consultation

Investing in your education stands as one of the most valuable investments you can make. It is the gateway to achieving great success, allowing you to refine your skills, expand your knowledge, and distinguish yourself as a leader in your field. By committing to self-improvement and mastering your craft, you develop innovative strategies that set you apart from the competition—strategies you can immediately apply to your practice. This investment empowers you with unique skill sets necessary for building wealth not only for yourself but also for your clients, all while drawing insights from the experiences of seasoned professionals who have paved the way before you.

AGENTS & FINANCIAL ADVISORS: IT TIME TO STEP UP YOUR GAME

                                            Who knew Financial Advisors workshop could be so much fun?                                                      Increase Knowledge, Confident, And Sales

VISION - KNOWLEDGE - ACTION

Balancing work and family life while building a sustainable and profitable business can be a challenging endeavor, even for today's top financial advisors. Robert is here to help you construct the business of your dreams by laying down a solid foundation for ongoing success. Our coaching programs are meticulously tailored to align with your specific goals, offering services that range from individual coaching to comprehensive team development.
 
What sets Robert's expertise apart in his Workshops & Coaching programs is his extensive experience—over 35 years in the Financial Services industry, a testament to his understanding of what truly works in a field where only a few last beyond two years. He will craft actionable plans for you to effectively "use" financial products to address real-world problems, all while engaging you through motivational and educational discussions that entertain as they enlighten. Fondly known as #TheEntertrainer, Robert combines his wealth of knowledge with an engaging presentation style, ensuring that learning is both impactful and enjoyable.
 
 
HIRE ROBERT FOR YOUR NEXT EVENT
Marvin Balou, Va
Jim Hicks, Ca
          Wilene Holmes, Al
MORE

Nothing Changes Unless You're Willing to Change!

You Can change your Income and your Life by Changing the way you Think, Be and Do. If you are not achieving the results, you desire, then obviously something needs to change; typically you can find that change in you. Let's Work Together to Improve Your Business and Your Life by Changing the way you do business! Gain over 30 years of Experience Inside! 

Get Your Copy Today!
fullsizeoutput_be0.jpeg

YOU'RE EARNING WHAT YOU DESERVE  ...AND THAT SUCKS

Order Now

Advisor Coaching - It's NOT Just Your Future, It's Your Client's Too!  

The cliche may read; "What you don't know can't hurt you," but that's a misnomer.  The fact is, "What you don't know can hurt you... and your clients too!" It should never come to that.

Your financial success is directly linked to your clients' financial futures—you achieve success when they do. The key to setting yourself apart is the knowledge that elevates you beyond the competition.  

Becoming an "educated" advisor means more than just being a "trained" salesperson. Our goal is to educate, coach, and mentor those of you who are dedicated to building a successful career in Financial Services.                                                                                   

More Info

Is Coaching Right For     You?

 Truth be told, everyone can benefit from having a coach. Coaches are in higher demand now than ever, as they have proven to be highly effective in facilitating personal growth and professional development. A quality coach offers insights that are difficult to obtain on your own, guiding you towards goals and helping you unlock your full potential. If you're truly committed to achieving the life and career you deserve, engaging with a skilled coach and mentor is essential to charting your path to success.

Screen Shot 2021-03-11 at 6.54.29 PM.png7 BIGGEST MISTAKES YOU CAN MAKE BEFORE HIRING A COACH

Free Download