Intro Zoom Agenda

If you are a financial advisor, and what to have a conversation about taking your game to the next level, I invite you to schedule your introductory Zoom with me directly.

1. Fill out this form

2. Book your Zoom slot

This is a conversation about you, your vision, and your challenges. I will answer all your questions and give you my best advice. This IS NOT a pitch or sales call. You CAN NOT retain me as your coach after this call.

If we both agree we might be a great fit, there is a formal Application/Evaluation process that prospective clients need to undergo.