Client Results-Higher Productivity

Client Case Study: Financial Planner

We were approached by a financial planner who was in his second year and doing well. He wanted to improve his time management. We began with time management and then moved on to personal leadership.

Client Results

The financial planner now ranks among the top 3 out of 120 planners in his region.

We continue to coach with him today after 6 years.

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Leadership Development