How we’re different
Financial Division
. For Over 25 Years, PSA Financial Has Had Your Back
We’ve been proudly supporting the financial services industry for more than two decades—delivering tools, strategies, and programs designed to help Advisors and Managers grow their practices and build high-performing teams.
The Levelbreaker System: Built with Top Advisors, for Top Advisors
The Levelbreaker System wasn’t created in a vacuum—it evolved from years of working side-by-side with elite Advisors, forward-thinking Leaders, and top minds in the personal development space. This is real-world tested, not just theory.
We don’t just consult—we plug in and operate as an extension of your team.
We Get It—Being an Advisor Isn’t Easy
Advisors wear a lot of hats—and often start out solo. You’re expected to be your own sales force, marketer, operator, admin, and CFO. On top of that, the licensing and compliance education requirements are no joke. Most of the industry has focused on production—not necessarily on building a sustainable practice.
We’ve seen the gap—and we’re here to help close it.
The Levelbreaker System: From Vision to Execution—All in One
The Levelbreaker System is the first complete, end-to-end solution built specifically for Advisors, Coaches, and Sales Leaders. It takes you from vision to execution with clarity, speed, and impact.
This system is the product of 30+ years of hands-on work with top Advisors—and deep collaboration with some of the most respected voices in human development, including Stephen Covey, Brian Tracy, Tony Alessandra, and Thomas Leonard.
Whether you're just getting started or ready to scale, the Levelbreaker System is built for:
- New or experienced Coaches
- Sales Managers leading teams
- Advisors building their ideal practice and team
Start With Alignment—Then Diagnose the Bottlenecks
It all begins with a focused alignment session to understand your goals, priorities, and obstacles. From there, we move into the Practice Optimization Discovery Process.
Think of it like a diagnostic scan for your business.
This powerful tool is designed to quickly identify performance blockers—whether they’re related to people, processes, or systems. By pinpointing the real issues early, we help you eliminate friction, improve focus, and unlock your growth potential.
No more guessing. No more rework. Just clarity, momentum, and results.