A 12 MONTH COACHING PROGRAM

EMPOWERING YOU TO BE A TOP PRODUCER

WHAT'S IT COSTING YOU TO BE
LESS THAN YOUR BEST?

Most advisors have...
more stress than they should have,
less income than they could have,
more distractions than they ever have.

YOU ARE DESTINED FOR MORE

Epic Success Coaching helps advisors live with more

Clarity, Confidence & Consistency.

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Clarity

Be focused with a clear vision and action plan

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Confidence

Have certainty in what you do and say

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Consistency

Do what matters most when it most matters

EPIC SUCCESS COACHING PARTNERS WITH TOP ADVISORS TO TEACH 

ONE YEAR MASTERY PROGRAMS

Our coaching partners range from all time leading producers in Fortune 500 companies to Forbes Top 250 Wealth Advisors. Our partners are 7 and 8 figure earners that have the ideas, insights and knowledge to help you take your business to new heights.

Spend the next 20 years to maybe figure it out on your own or invest one year and learn it from the best.

Step 2

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Learn insights, processes

and language

Step 3

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Implement ideas

that work

"If you want to get focused or refocused then Epic Success Coaching will get you in a frame of mind that will help you help your clients in a way other programs do not offer. This program has helped me substantially. Business is now booming and very enjoyable with far less frustrations."

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Wade Garber, CFP®

Lake Oswego, Oregon

"I'm having much more enjoyment of the work I do since starting the Epic Success Coaching Program. I'm so much more present, organized and haven't been this fired up about business/life in a long time!"

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West McGowan

San Diego, California

"It's the most impactful program I've attended since Fastrack School. Life changing!  You can't afford to not attend this program if you have a desire to grow."

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Sara Samuels, J.D., CLU®, RICP®

Chicago, Illinois

EPIC SUCCESS COACHING

Will teach you more in one year

Than you could figure out in 20 years on your own.


You'll learn exactly what to do and say from 7 and 8 figure earners in your business. 

Corporate training may help you survive but it won't get you to thrive.   

Top advisors have ideas, insights, processes and language they didn't get from sales school.

When you learn from the best you'll have the clarity, confidence and consistency

to take your business and life to new heights.

The Epic Success Coaching Program Includes:

  • Individual Initial Assessment

  • Two Day Workshop (In-person or virtual)

  • 12 Monthly Coaching and Accountability Sessions

  • Accountability and Learning Dashboard 

  • Monthly Accountability and Progress Assessments

  • Quarterly Reflection and Planning Assessments

  • Learning and Accountability Study Group


EPIC SUCCESS COACHING WILL HELP YOU:

  • Have clarity on what you want personally and professionally

  • Stay connected to your purpose

  • Create a clear vision, goals and plan

  • Consistently execute your plan

  • Enjoy more consistent production and income

  • Have more confidence in your skills, knowledge and abilities

  • Gain insights and confidence in your products and services

  • Confidently prospect up

  • Consistently see the right people

  • Get bigger clients more consistently

  • Better position your story with affluent clients

  • Build and develop an excellent team

  • Create accountability and professional development for your team

  • Build a competitive compensation package 

  • Live with less stress and more peace

  • Be 20% + more effective every day

  • Transform disempowering thoughts into empowering thoughts 

  • Trade harmful feelings for harmony

  • Be better organized and more productive

  • Enjoy more energy and exceptional focus 

  • Begin each day mastering your mindset

  • Minimize distractions 

  • Master your emotions

  • Turn losses into lessons 

  • Get more done in less time

  • Do what matters most when it most matters

  • Avoid the big mistake of playing life too small

  • Fulfill your potential

 

Everyone that follows a fraction of our curriculum will have significant growth personally and professionally. This will be one of the best business investments you will ever make.