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Business Coaching for Insurance Agents and Financial Advisors

*       Would you like to make more money (and more profit) and work less hours?

*       Would you like to simplify your business so you can enjoy it more?

*       Would you like to have success chase you instead of you chasing success?

*       Would you like to feel like you make a difference in the world with both your clients and others?

If you said yes to one or more of these questions, then coaching may be right for you. 

Using the Co-Active Coaching model, Robert helps insurance agents consciously create a profitable business that is puts the fun back into the work. Instead of chasing success, success finally chases you! 

The Process

At the initial complimentary consultation we’ll explore whether coaching is right for you, that we have the right fit, and can meet each other’s expectations. If we agree to work together, there will be an intake interview to gather information about all areas of your life. During this intake interview, expectations are set and guidelines are discussed (such as confidentiality, effort, and trust). Then the fun really begins. 

Coaching takes place either in person or over the phone at least three times a month. The coaching relationship has the power to help illuminate what is working well, what isn’t working, and jointly discovering the path to a successful, profitable, enjoyable business. Robert starts wherever you are in your business and works with you to smash through barriers and move forward in all aspects of your professional life.

Who is Robert?

Robert is an insurance agent and advisor, just like you. He started his brokerage from scratch in 2003 and has grown it every year. He is a member of the Leading Producers Roundtable of the National Association of Health Underwriters and is also on the Board of Directors of both the DuPage Association of Health Underwriters and Illinois Association of Health Underwriters. Robert was honored to be chosen as a delegate in 2007 and 2008 to the National Association of Health Underwriters’ national conventions.

He has started no less than seven businesses, some successful, some failures. Through each startup he has learned what it takes to create a profitable business while living a balanced life. 

Robert has counseled and coached many people to success throughout the years. He has a Masters Degree in Counseling with a focus in Career Counseling. When he worked professionally in the counseling field, Robert was a Nationally Certified Counselor and Nationally Certified Career Counselor, and a top rated Outplacement Consultant. He has helped many people start successful businesses, both within and outside of the insurance world. 

Call Robert to see whether coaching is right for you 

If you are interested in more information and/or an initial complementary consultation, please call Robert directly at 630-779-1144.

 

 

 

 

 

 

 

 

 

 

 

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