Coaching Center

Stephanie Bogan is the founder and president of Quantuvis, a national management and marketing consulting firm. She partners with both large and small firms, often acting as interim COO, in order to implement well-imagined management and marketing systems. Stephanie spends the majority of her time working with successful planning firms across the country.

Cara Brook is a professional organizer, public speaker, and small business owner. Since February, 2004, her company, Strategize.Organize.Simplify. LLC (S.O.S.), has successfully worked with clients to tackle the seemingly endless piles of paper, create filing systems, organize photos and memorabilia and ultimately create order amid the chaos surrounding them. Cara’s mission as a Professional Organizer is to work with individuals who want to be better organized in their businesses or at home, and remain that way.

Bill Cates is the author of three popular books on referrals: Unlimited Referrals, Get More Referrals Now!, and Don’t Keep Me a Secret! Thousands of financial professionals are using his program to build their practices with quality referrals.

Bob Cobb is the President and CEO of Ultimate Financial Advisor, Inc.--the nation's leading sales training and coaching company dedicated to helping advisors build the practice of their dreams.

For more than 25 years, Teresa Easler has coached thousands of people, helping them develop the skills they need to be powerful communicators and successful business leaders. The founder of Connect to the Core Inc, Teresa is also the communication coach for all The Strategic Coach presenters and coaches.

Dan Finley is the President and Co-Founder of Advisor Solutions, Inc.—the Premier Financial Advisors Business Consulting and Coaching Service dedicated to helping Advisors Build a Better Business. His 15-year successful brokerage career includes 13 years as a successful financial advisor, as well as over 2,000 plus hours of individual and group coaching sessions coaching financial advisors in the past 3 years alone! He holds licenses with the NASD, (Series 7, 63, 65) life, health and annuity. Dan is a frequent speaker at branch offices and national conferences. His individual coaching and group coaching client list include advisors from A.G. Edwards, Ameriprize Financial, LPL Financial Services, Smith Barney, UBS, Morgan Stanley, H. & R. Block Financial Advisors, Wachovia, Wells Fargo Investments, Bank of America as well as independent firms.

Derrick Kinney is recognized as one of the nation's leading authorities on helping financial professionals succeed with the affluent. He is the author of the bestseller "Attract Your Ideal Clients" which has been named one of the Top 5 business books on CNN.com.

Julie Littlechild is president and founder of Advisor Impact, providing practice management training and tools for financial advisors across North America. Julie developed the Client Audit, an industry standard for gathering client feedback to improve profitability. A frequent speaker at sales and industry conferences, Julie contributes to a wide range of publications.

Liz Manibay is the director of coaching services at ClientWISE, LLC. She has more than 7 years of experience as a consultant and executive coach to the financial services industry. Her specialty is team and leadership development, communication skills, and strategic planning.

Mark Monchek is the President and founder of PerformXcellence. He has earned a strong reputation as a consultant and entrepreneur, working with businesses and organizations to help them grow strategically and profitably. Since 1982, Mark has developed and successfully implemented strategic and organization plans for startups, mid-market and Fortune 500 companies, non-profit organizations and government agencies.

Mark Riesenberg is the founder and owner of Human Resources Unlimited, LLC a company that will help you achieve extraordinary personal and professional success. Mark's expertise is in creating breakthrough results by helping individuals to Think BIG while remaining focused and organized. He is a professional speaker and coach, and the author of "How to Stop Whining and Start Winning."

A work-life consultant, speaker, trainer and author, Joe Robinson is one of the country's most quoted experts on work balance and the role time off plays in our time on. His commentaries on the workplace are featured on the public radio program "Marketplace" and his talks and trainings have inspired audiences across the country. Joe is the author of "WORK TO LIVE: The Guide to Getting a Life."

Ray Sclafani is the founder and president of ClientWISE, LLC. He is a leading consultant, keynote speaker, columnist and educator. He launched ClientWise to help companies build stronger relationships with their clients and use industry trends to their advantage. Ray worked at AllianceBernstein for 20 years, where he served in many leadership roles including national sales director and creator of the Advisor Institute.

Dan Sullivan is the founder and president of The Strategic Coach® Inc. and the creator of The Strategic Coach Program™. Since its inception in 1988, this lifetime focusing program has helped accomplished entrepreneurs to reach new heights of success and happiness. Dan has more than 30 years of experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. A sought-after speaker, Dan Sullivan is the author of more than 40 publications, with a reading and listening audience of more than 100,000 individuals.

Marie Swift is Principal of Impact Communications, a full-service marketing communications firm. Marie has been working with advisors, helping them make better marketing communications and business decisions, since 1988. Her firm currently represents industry influentials such as George Kinder, Sheryl Garrett, Julie Littlechild, Norm Boone, Brent Hicks, David Drucker, Alan Gappinger and best selling author Lee Eisenberg. Bob Veres, a columnist for Financial Planning magazine, says "Marie is perhaps the best marketing and PR consultant in our industry."

With more than 20 years in the financial services industry as a financial advisor, nationally recognized speaker, and noted author and columnist, Katherine Vessenes, JD, CFP®, RFC is an in-demand consultant and speaker for broker/dealers, insurance companies, and other financial advisers. As president of Vestment Advisors, she works with financial service companies to help them build profits and achieve a higher level of success. After getting her securities, RIA and insurance licenses in 1984, Katherine left personal financial planning in 1989 to become Vice President and Officer of the IDS Mutual Fund Group (now Ameriprise) where she was legal counsel to Gerald Ford, and other Fortune 20 CEOs.

Bill Walton brings over 18 years of experience as a sales trainer and executive coach to his clients. He's worked extensively in the financial services industry with direct experience in wealth management, retirement, mutual fund and annuity wholesaling, Sales and Trading, and Managed Accounts. Bill is the founder and president of ProDirect LLC, a sales training and coaching company that blends sales training, business development tools, and real world coaching.

Mitch York specializes in coaching small-business owners, entrepreneurs working as solo practitioners, individuals contemplating starting a new business, and people in transition from one career to another. Prior to becoming a coach, Mitch was a senior management executive for a variety of organizations.