1. Save time and achieve your goals more quickly.
   Why squander your most precious resource, YOUR TIME learning through trial and error? Our coaches are experienced; top-award winners who know what strategies and systems really work. They help you successfully implement the best practices that have propelled others to the top of the industry. You'll capitalize on the hard-fought lessons of champions who have gone before you so you shoot up the growth curve much more quickly.

2. Custom-tailored development plan that fits your lifestyle.
   What motivates you, how you learn, and how rapidly you can change are unique to you. Where you focus your energy significantly impacts the results you'll achieve. Our coaches help you design a plan so you focus on the right things, in the right sequence, and at the right pace. You'll grow quickly without being overwhelmed.

3. Experienced eyes looking from a different camera angle see things you can't.
   World-class talents such as Tiger Woods and Michael Jordan hire personal coaches. Why? They know that an experienced eye looking from a different perspective can see things they can't. Our coaches provide an independent perspective and utilize powerful assessment tools to give you an objective appraisal of your current situation and identify your most profitable next steps.

4. Support and Accountability to Keep You on Track
   We all experience ups and downs. Our coaches reinforce your positive steps and remind you when you stray off-course. As a result, your "down" periods are shorter and shallower and your "up" periods are higher and more sustained. You accomplish more when you commit to another person and regularly report progress.

5. Guaranteed Payoff! Your investment must payoff quickly or it's returned in full.
   We guarantee your productivity will increase and you'll get a very fast payback. All you have to do is follow the program. The process works so effectively, we guarantee it. If it doesn't, you get your investment returned in full.

When you add an experienced CPAI coach to your team, you give yourself the advantage of decades of experience. You get a caring advisor who will listen to what's truly important to you, help you develop the most effective strategy, and support you as you implement the action plan.

Your goals are too important
Your time is too valuable to waste.
Take advantage of the expertise that has helped others reach the top.

Tailored to You
Each of us is unique. Your individual business situation, your experience, your personality, how you learn, and how you embrace change are unique to you.

Before you can make a significant advance, you must accurately assess where you are right now - your skills, your systems, and your competitive position. Early in our work together, your coach will guide your through an assessment process. Then you pick the growth targets and your coach will help you develop the roadmap and the correct sequence of steps to ensure your journey is successful.

Learn from the best.
You immediately have access to a treasure chest of the best and most profitable practices. These best practices are proven winners and have consistently propelled others to top industry honors.

The Personal Touch
We work with you person-to-person, one-on-one. Rather than force you to wade through a pre-packaged, impersonal series of steps, we engage you in a series of regularly scheduled, personal meetings. You are a person to us, not a click on the Web site. You get support and accountability so you can respond to unplanned distractions and unforeseen challenges. Your coach helps you stay on track so you experience that special feeling of fulfillment that comes from achieving important goals and breaking through previously impenetrable roadblocks.

Your Confidentiality is protected.
You and your coach are the only ones that will know. You receive a written confidentiality guarantee. You are free to candidly express your hopes and concerns since no reports are given to managers or partners or anyone else.

Guaranteed! Your investment must payoff quickly.
Your success is guaranteed or your investment is returned in full. The systems you will learn and implement are proven winners. You merely have to implement them in a step-by-step process. If you follow the schedule, they must work or your fee will be returned. Remember this is for those who are serious about improving results. If you fail to show up for your sessions and refuse to use the tools, all bets are off.

You deserve it.
You're already working hard. It's time to capture the full rewards of your effort. By combining your effort with veteran coaching and proven systems, you can achieve the potential you've always thought possible.

It's an easy 1-2-3 process.

1. Identify the goals you want to achieve and submit them to our coaches.
2. You and a coach review your goals to determine if a coaching process is the right tool for you.
3. Set a start date if you and the coach feel the development plan is the correct course of action.

The first step is to identify those areas you want to strengthen.

First, you submit and discuss your objectives with a coach. If there is a good fit, you and your coach will sketch the outline for your development plan and create a schedule. This plan can range from a few weeks to a year or longer depending on the areas you wish to work. If you are comfortable proceeding, you and your coach will create a written agreement listing the specific goals and a timeline.

You and your coach will work through a series of assessments. You will also receive a learning and development library including a combination of tapes, books, learning guides, and other tools.

You and your coach will create a convenient schedule of coaching sessions and updates. Typically, updates are weekly and coaching sessions are held approximately every two weeks. Coaching sessions include a combination of learning new tools, developing strategies, reviewing progress, and defining implementation steps. The period between the coaching sessions is used to apply what you have learned and make progress on high payoff projects.

You are free to contact your coach between scheduled sessions for questions or special situations.

Each coaching program is customized to you and your objectives. The coaching agreement ranges in length from 3 months to 1 year depending on the number of objectives you want to accomplish. Example: If you want to strengthen your time management systems, plus refine your service system, plus implement a strong referral system, plus create a plan to develop a strong position in a profitable target market, this will take at least 6 months. If you want to focus on just one of these objectives, you can accomplish that within three months. The investment ranges from $2950 to 10,000 per advisor depending on the length of time required to accomplish your objectives.

Your investment will payoff many times over in the first year alone.

Your success is guaranteed. Your investment must at least pay for itself before we finish working or we refund your investment in full. You may pay by check or credit card. Payment schedules can be arranged.

BONUS! If you sign-up this week, you will receive $300 bonus package. Ask your coach when you review your objectives.

"With your systems, I set an all time production record at Merrill for my LOS"

Robert M., Merrill Lynch

"My personal production is up 85% over last year. Your very first idea has consistently generated quality referral for me. I am impressed with how well your referral system works."

"I've been blown away by the business walking in the door since implementing your systems. My production is up 74%. Your systems make work more enjoyable and much more profitable."

David R. John Hancock

"Since implementing your system, I have qualified for Top of the Table for the first time in my career and become the #1 equity producer in my broker dealer. Quality referrals are flowing to me an unprecedented rate. I am attracting exactly the quality of clients with whom I wish to work - those who want to give back."

John A.

"We are so pleased with the results from your Referral Mastery System. Your system is so comfortable and natural for both our clients and us. We are impressed with how quickly it has paid off. In the first month of implementing the system, we already have $5 Million in new assets on the books or in process. Referrals are flowing at a record pace!"

Dennis P, Merrill Lynch

"For those debating whether to start working with you now or later, I say, "DO IT NOW". I originally questioned whether it was "the right time". I'm very glad we went ahead. You showed us how to grow both more quickly and more efficiently."

Kris A, First Vice President, Wachovia Securities

"Your coaching process is the most productive training I have had in my investment career."

Bruce B, Merrill Lynch

"With your systems, my business doubled last year. I have never so much control of my business in my career."

Gary S, Wachovia Securities

""I shake my head in amazement when I look back on the progress I have made since implementing your system. Before working with you I was lucky to get 1 referral per month. This past month I got 40!"

Paul A, Wachovia Securities

"Your program is a must for any broker who is frustrated with his or her production."

John J, Branch Manager, A.G. Edwards

" For the first time in my career, I am winning awards for being in the top tier in my firm. As a result of your coaching, there is a huge difference in assets, confidence, and momentum."

Bill H, Raymond James

The first step is to identify areas you want to strengthen. Complete and submit the objective sheet (link to objective sheet) and let us know when and where to contact you. We will call you and schedule a time to review your objectives and explore options for accomplishing them. If you prefer, give us a call at 800-865-2867.