Radical clarity and accountability — I’ll say what your colleagues, friends, and managers won’t. Because someone has to.

Removing the weird — Prospecting, referrals, closing, and asking for the check don’t have to be awkward. I’ll help you make it natural and effective—for both you and the client.

Setting clear client expectations — I’ll teach you how to set appointments up so that your clients show up to the close meeting with their banking info—before you even ask.

Prospecting mastery — You’ll consistently generate 60+ high-quality referrals per month, even without a list or warm market. No leads required.

Owning your numbers — I’ll help you identify and execute the exact daily activity that aligns with your annual revenue goals, so your emotions don’t dictate your business results.

Cash flow coaching — I’ll help you manage your own money like a business owner—and teach your clients how to do the same through clear, actionable savings plans.

System-building for scale — Together, we’ll build out language and process for every step of your client experience, so you can close with confidence and consistency.