Have a finance industry insider
Work for your team
Your advisors know what they need to do to succeed in this industry. Knowing what to do is not the hard part. The real challenge is maintaining focus and best practice, day in and day out.
Be equipped with practical tools to:
- Keep long-term goals relevant every day
- How to stay focused while keeping the mundane fresh
- Why short-term goals are so important
- Stay with the game plan
- How to stay the course to the end of the "race," where the rewards are handed out
- Perform successfully under pressure
- Why you need to pay attention to the little things
- How to make sure you get the details right — every time
Paul is a financial industry insider. He has real, practical experience with both Morgan Stanley and Wells Fargo. He knows what it takes to build a profitable practice by growing long-lasting relationships with clients and delivering outstanding service.
As a high net-worth financial consultant, his first-hand experience enables him to understand the nuances and challenges of the financial services markets.
Let Paul inspire your team to work in a way that creates trusting clients who become your greatest (and most cost-effective) referral source. Audiences learn how to practically apply the same principles and disciplines which Paul used to win an Olympic medal to achieve excellence and long-term success in their own, everyday business practices.
What people are saying
- "Your talk certainly captured the hearts and minds of the group and made them better equipped to handle the pressures of top performance at crucial moments. Your thoughts were poignant, realative, and helpful, and I especially appreciated your attention to the matters of integrity, details, and conviction. Several members left with action items built directly into their immediate schedules."
- Douglas W. Evans
- Senior Vice President & Director of Investments
- Wells Fargo Family Wealth Group
- "Your talk was a fantastic, equipping inspiration to those looking to refocus in their practices as well as an encouraging reminder for those of us who have our goals clearly set and can always use some added motivation to keep us going... Your message was refreshing because it rang so true: we need to identify our purpose, be deliberate in pursuing our goals and have the courage to keep going."
- Bob Placak
- President
- Robert C Placak & Associates Insurance Services
- "You not only had us thinking about what our daily schedules should look like to achieve the outstanding results we want in our businesses, but more importantly you equipped us with practical ways to maintain our focus and drive, day in and day out. Thank you for a motivational and useful talk, Paul."
- Robert D. Hazen
- Field Representative
- Guardian Life Insurance Company of America
- "Your first-hand knowledge and understanding of the industry was really valuable. What you talk about is obviously more than theoretical: you realistically and pragmatically discuss how to maintain focus, work diligently and persist day after day. Thank you for reminding us and encouraging us to work with passion and purpose."
- Bradley Ughetta
- Sales Manager
- Morgan Stanley
