Financial Division

PSA Financial has been serving the financial services industry for over 25 years. Our services and support programs have all been created to help advisors and managers build their practices and teams.

The Levelbreaker System, evolved by work hand-in-hand with Top Advisors, Leadership and some of the best resources in the Personal Development Industry.

As we worked with individual and groups we could see the challenges for Advisors who had a really tough job. Literally they start as a one person band, responsible for sales, marketing, operations, finance, and administration. The education requirements were daunting. The focus was on production more than practice building.

Today, it’s even more challenging with internet marketing and social media. In most cases the issue has become one of focus, time utilization and competency. As a result of working with Advisors and Leaders we embarked on a mission to simplify and enhance the start up process. What we created was the Levelbreaker System for Advisors with a proven the process that includes: Personal Strategic Planning, The Practice Optimization Process, Strategic Business & Marketing Program with a Strategic Implementation Roadmap that includes Personal & Team Development and Coaching to insure results.

The Level Breaker System is the first system that provides a total end-to-end solution from vision to implementation. The LB System is the culmination of 30 plus years working hand-in-hand with top advisors and many of the world’s leading authorities on human development including Stephen Covey, Brian Tracy, Tony Alessandra and Thomas Leonard.

The Levelbreaker System was developed for new or experienced coaches, Sales Management or for Advisors building their team and practice.

The first step is to meet for discussion and alignment. The next is to complete the Practice Optimization Discovery Process. Much like a computer diagnostic the Practice Optimization Process is designed to quickly identify and pinpoint the issues and bottlenecks inhibiting performance, whether they be people, process or systems. In other words, we help you eliminate the obstacles by first identifying the bottlenecks.

To schedule an appointment click here for scheduling .