“Dear Paul, I'd like to thank you for your support and introducing us to your Fractional Sales Management service. I wasn't sure that it would be possible but I'm happy to say you accomplished exacting what I had hoped. Our Executive team is aligned. Our sales process has been refined with the tips and system you provided for funnel management. Your help in establishing sales strategies, processes, organization accountability, and an organization restructuring has enabled us to take the next step in our business evolution. through the identification, hiring and development of our first sales director which resulted in the successful implementation of the initiatives identified by you and has resulted in quantifiable benefits to our company.”

— Alex Reed, Strategy & Finance Officer, Digital Power, Inc.

“I want to thank you for your support in helping build and strengthen the Cafe Services management team. Your initial team building workshop was a great success. The follow-up coaching was very valuable in learning how to leverage the assessment information to improve communications, teamwork and collaboration was spot on. The assessments provided were incredibly accurate and continue to provide additional value as you promised. Your Client Focused Sales workshop continued to reinforce the importance of knowing and understanding our clients and colleagues to improve results. Your recent support in helping us hire our first Director of HR was invaluable. The whole process opened our testing and interviewing process. We now have a process we can also use for selecting more key employees. I most want to thank you for being adaptable and available throughout the process. I look forward to future engagements. “

— Brian Stone, CEO Cafe’ Services, Inc.

“It gives me great pleasure to recommend you to any General Agent or advisor interested in improving their agency and productivity… You were our marines that helped us make the transition to a full service agency. I really saw your efforts materialize this past year as many of the agents reaped the benefits of implementing many of the marketing ideas & sales strategies that started in your weekly workshops and coaching sessions. The agency broke all records for Life, DI and annuity sales.” 

— Daryl Brockman, Managing Partner, John Hancock

“Paul has been working directly with associates integrating his Levelbreaker Coaching and Business Builder programs. His impact can be seen indirectly through the greatly improved culture of our firm and directly in the sales results of the associates he coaches. On average, the associates who currently work with Paul have seen their productivity increase by more than 55% over the last 12 months.”  

— Jeff Ritter, Managing Partner, Midwest Financial Partners, Inc.

“Your personalized “whole person” Level Breaker© coaching system has had a great impact on me personally by helping me integrate my business vision, mission and personal goals, something that I believe is unique and usually missing in the life of many advisors and small business owners. The depth and breathe of your guidance and experience has helped me build my team and the infrastructure necessary to support a referral only practice. 

— Jay Edwards, Wealth Management Advisor, GFS, CFP, CFBA, AIF, CLU, ChFC Granite Financial Partners, LLC. 

“Your program accomplished exactly what I had hoped it would. We’ve woven your amazing psychological keys to sales success into our weekly role-play sessions and the results are already noticeable. It’s amazing to hear the consistently positive feedback from my representatives when they talk about using your strategies in the field. The overall responses have been a resounding, “tremendous!” Even my most senior advisor, who is Million Dollar Round Table qualified every year, has been blown away by the Goal Achievement workbook piece that you walked us through.” 

— Will Smith, Wealth Advisor CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC Capitol Financial Solutions