Free Personal Assessment

Unleashing Your Potential:
Building a Business That Aligns with Your Dreams

In this pivotal module, we embark on a journey to empower financial advisors, breaking down the personal and psychological barriers that often stand as the most significant roadblocks to their success. Additionally, we focus on gaining crystal clarity about how their business should be meticulously designed to support the lifestyle they passionately desire. One fundamental truth emerges – attempting to replicate another producer’s business can be a flawed approach, as their structure might not align with your unique life priorities.

When I ask the question, “What is the biggest obstacle you face in your business?” the resounding answer is often “ME.” But what does that really mean? To explore further, we dig into the heart of the matter with this question: “What is it about you that’s getting in the way?”

The answers vary, painting a vivid tapestry of self-doubt and challenges:

  • "I avoid crucial tasks I know I should be doing."
  • "I struggle with discipline."
  • "I lack a concrete business plan."
  • "I question my ability to provide the right solutions."
  • “I’m not sure how to fit growth in my already full schedule.”
  • "In the depths of my mind, there's a fear that they might discover that I ________ (am an impostor, lack competence, am driven by greed, am uncertain, or they simply won't like me)."

The list continues, echoing the inner struggles of many.

The remarkable news is this: when your business soars, it’s because of you. But, here’s the truth – when your business isn’t where you envision it, that’s also because of you. Why is that good news? Because if your business outcomes are always within your control, then you possess the incredible power to transform them.

Our Foundation module is designed to liberate you from your own self-imposed limitations. It equips you with a toolbox to become acutely aware of the very moment you begin to build barriers for yourself.  And to unveil the things that you don’t even know are getting in your way.

Within this module, you’ll engage in strategic planning for your business. You’ll gain a crystal-clear vision of your business’s future, shape the structure to perfection, and navigate a clear path to achieving it.

This is about crafting a business that’s an embodiment of your dreams. It’s your journey to design the business you’ve always envisioned.”  One that you enjoy and don’t seek to escape.

To find out how we can help you get results complete our free personal Assessment now

Read More Testimonials

Podcast

Listen in to the Getting Results Podcast as our top business coaches to financial advisors discuss relevant topics and interview industry contributors.

Articles

More of a reader? Coach Ken Doyle, business coach for financial advisors, writes his articles on key topics in his own entertaining, pithy way.

Video

See the top business coaches to financial advisors in action as we discuss various topics in these short videos.

Recommended Reading

If you want to find ways to enhance your financial advisor practice, look no further than our recommended reading list. If you don’t see a book listed that you think we need to add, please let us know.

What People Say About Us

Client Testimonials

“I finally hit a million dollars in production! I never thought I’d have the space or energy to achieve it. I had to build my business differently from what I was doing in order to accomplish it! I am forever grateful to the process.”
Donna M.
“Each day of my life is far richer in more ways than one because of our time together.” I have to tell you that since working with you my 50 million in assets under my control is now at well over 120 million. My relationships at work and at home are better than ever. I am definitely having more fun and realizing greater rewards in all that I do. You have helped me in this short time to gain clarity in many aspects of my life. I originally thought that you would coach me to help my business grow. I now realize that the benefits are far reaching into all aspects of my life. Each day of my life is far richer in more ways than one because of our time together.
Ian Auerbach RBC
“Getting Results Coaching has forever impacted my life and business. It has created tremendously more enjoyment and considerably less stress in the management of my business and life. I now have a business that is structured around my life priorities as opposed to a life structured around my business”
Jeremy Paul
“…my coach has given me a very profound sense of “life balance” that I had only dreamed of before…”

Getting Results Inc., has sincerely been a tremendous boom to many areas of my life including my financial advisory practice, my relationships (friends and family) and most importantly to myself. Through our one on one coaching sessions, my coach has given me a very profound sense of “life balance” that I had only dreamed of before.
Eric Yeager
“(It) has taken a potentially hopeless situation and breathed new life into my company and myself.”

The CHAMPION Path has taken a potentially hopeless situation and breathed new life into my company and myself. I feel that just about everyone would benefit from this process as I think it’s like therapy for your business, no matter how adjusted you think you are, there’s always something that can be improved upon. What surprised me the most was the simplicity of the process and how easy it is to do. I know that the future of my business will be smarter, more efficient, more diversified and more resilient.
Mark Barry
Honestly, I’ve never seen experienced anything like it so I am compelled to tell my story…

To say my life is completely different is an understatement. I have earned my third div trip (never had earned one before), My revenue is way up and I am engaged in my favorite activity, target shooting, on a regular basis.

I feel an indebted gratitude to Getting Results. I speak their praises and believe anyone would be better off in ways you might not expect.
D.R.
Getting Results has been an incredible influence in my life. From sales strategies to being a better father, Lauren has been there as a knowledgeable, objective coach. She has helped me remove obstacles and create new paradigms in my business and more importantly, in my life. After working with Getting Results for just four months, my sales increased by 300%.
Jason Hyrne
Getting Results Inc., has sincerely been a tremendous boom to many areas of my life including my financial advisory practice, my relationships (friends and family) and most importantly to myself. Through our one on one coaching sessions, my coach has given me a very profound sense of “life balance” that I had only dreamed of before.
Eric Yeager – American Express Financial Advisors
To me, my coach is the little voice inside my head that talks back to me. Getting Results guides me down a new path that I have created for myself. My coach’s daily commitment to helping me achieve true greatness is something I now can never live without.
Tom Dowd Suntrust Securities