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why coach with us

“Trying to build a branded wealth management business without a mentor or coach sometimes led to trying to do too much leading to confusion and nothing important getting done as needed.”

FPA – Research & Practice Institute

As a kid, you may have had coaches in various sports or activities in your life. The thing you liked most about them was that they expected a lot more out of you than you did yourself. They weren’t afraid to tell you what you needed to hear. Without your coach, you’d still be average at best in that sport or activity.


Having a coach now is very similar except the stakes are much higher. You want more.  You want more income. You want more referrals. You want to be promoted. You want a better quality of life but you’re stuck and can’t seem to move the needle.


As trained professional coaches and consultants, we see it and we’re not afraid to bring it out of you and encourage you to run with it…whatever “it” is. We’ll tell it to you like it is. We’ll share our expertise and show you how to become more productive. And then, we’ll hold you accountable to what you want to achieve with laser focus.


Our private coaching is all about you. The experience is organic and becomes highly personalized to your goals and needs. Unlike most coaching programs, you will have access to two powerful productivity coaches…Michelle Donovan, a Referral Productivity Coach and Patty Kreamer, a Life Productivity Coach. Our combined areas of expertise include business relationships, referral development, sales, COI development, advisor marketing and business strategies, leadership, management strategies, attention management, clutter management, email efficiency, time & calendar management, and work/life balance.