Financial Services

Where the best get even better.

Whether you’re a financial advisor, general agent, estate planning attorney, or broker-dealer, Strategic Coach® can provide you with a leading-edge perspective, tools, support, a peer group, and a path to run on that you won’t find elsewhere.

Using your wisdom as a compass to get through industry changes.

In the Strategic Coach® Program, you’ll get the strategies, role models, and resources to build a strong entrepreneurial business capable of overcoming the challenges of the increasingly bureaucratic environment in the financial services industry.

By leveraging the unique wisdom you’ve developed through your relationships with clients over the years, you can bypass many of the obstacles that frustrate most advisors, such as:

• dropping commissions
• mounting compliance requirements
• the increasing threat of legal action

This approach helps you serve your clients in a unique manner, thereby differentiating yourself from the crowd.

Greater success and more personal freedom.

Based on Dan Sullivan’s visionary perspective and more than a decade of experience coaching entrepreneurs in financial services, The Strategic Coach Program provides innovative, practical tools and structures to keep your business thriving. At the same time, it gives you more time to create and enjoy a unique quality of life.

The Creative Destruction® series: A breakthrough vision for advisors.

Creative Destruction is Dan Sullivan’s subscription series for financial advisors — a must for any advisor who wants a clear perspective on the industry and their own future within it.

Changing all the rules.

Read about Industry Transformers™, men and women who have revolutionized the way they do business — freeing themselves and making a difference.

“I now spend my business time working on the things that make up my Unique Ability. Rather than just delegating the ‘stuff,’ I have brought together a Unique Ability team of people — each handling their own special part in our system. They have a greater sense of purpose and clarity and ownership for their role in our process. This is the most engaging and rewarding thing I have done for myself, my family, and my business, ever — and I hope it doesn’t end.” Kenny Letts, Charlotte, NC

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“I cannot recommend Dan Sullivan and the coaches from Strategic Coach strongly enough. If anyone doubts that joining the Program will make a change in their lives, then I would just urge them to take the plunge and see what the ‘good life’ really can be.”
David Batchelor, Aylesbury, England

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“The Strategic Coach Program has given me a framework to think bigger thoughts. As a result, I’ve had a bigger impact in others’ lives and had more motivation and direction in my own. And my income has increased about five times.”
Andy Raub,
Dallas, TX