Elevate
Your Leadership!
Designed with newly promoted people managers in mind, grappling with the exhilaration of new roles and the anxiety of unfamiliar obstacles.
Struggling with clients seeing you as just another insurance agent?
Turn cold, transactional meetings into powerful, trust-based partnerships.
Go from overlooked to in-demand as your clients’ go-to financial expert—starting in just 10 weeks.
As Seen In:
I Help My Clients…
Strengthen client relationships with trust and understanding.
Guide clients with clarity and confidence on financial matters.
Transform client meetings into meaningful, impactful conversations.
Build a reputation for reliability and expertise in the insurance field.
About the Author
Nikhil Tripathi
Nikhil Tripathi is a leadership coach, mentor, and speaker with 20+ years of experience coaching and leading teams across Asia to the Americas. He has been recognized with the CEO Award, Master Trainer Award, and Great Coach Award at one of the world’s leading Fortune 50 companies. His mission is to impact 10 million lives in the next 10 years, guided by his purpose to give, to grow, and to be grateful.
Here’s The Plan:
Build Real Trust
We’ll use proven strategies so you connect with clients on a deeper level and show them you’re more than just an agent.
Guide With Confidence
You will learn how to give clear, personalized financial advice that earns respect and keeps clients coming back.
Grow Your Impact
Through The Trusted Financial Pro Accelerator, we’ll turn your everyday meetings into powerful moments that grow your reputation and results.
The Level 10 Leader
Master the Art of Leadership
Great leaders aren’t born—they choose to be coached into greatness. Leadership is a journey filled with paradoxes, challenges, and decisions that shape your path.
The Level 10 Leader blends powerful storytelling, research-backed strategies, and a proven roadmapto help you
lead with clarity, confidence, and impact.
"Authentic. Insightful. Game-changing."
"A must-read for anyone stepping into leadership."
"The perfect balance of inspiration and execution."
About the Author
Nikhil Tripathi is a leadership coach, mentor, and speaker with 20+ years of experience coaching and leading teams across Asia to the Americas.
Recognized with the CEO Award, Master Trainer Award, and Great Coach Award, he has helped countless professionals elevate their leadership skills.
His mission? To impact 10 million lives in the next 10 years, guided by his purpose to give, grow, and be grateful.
The Program
The program offers a holistic transformation for leaders through three modules: Winning the Spirit, Winning the Heart, and Winning the Mind. Each module focuses on key behaviors that drive success and transformation. With 10 interconnected wins, a Level-10 transformation is guaranteed, one win at a time!
- Discover your unique "why" for becoming a Level-10 Leader, giving you a strong sense of purpose.
- Develop deep self-awareness using specialized tools to enhance leadership effectiveness.
- Gather feedback from stakeholders to drive transformation which leads to recognition.
"Kickstart your leadership journey by discovering your personalized Level-10 purpose and harnessing feedback for transformative growth."
"People don’t buy what you do; they buy why you do it.” — Simon Sinek
- Discover your team’s strengths and personalities for driving peak performance.
- Unlock each team member’s unique potential, avoiding a one-size-fits-all approach.
- Uncover a Life Timeline for your team, understanding their pivotal moments and future aspirations.
"Accelerate your leadership journey by understanding your team’s unique strengths, unlocking their potential, and sowing seeds for trust."
"“The most important thing in communication is hearing what isn’t said.” — Peter Drucker
- Define BHAG Big Hairy Audacious Goals to imagine a future never imagined before.
- Make SMART goals to translate vision into actionable short-term milestones.
- Master Accountability Systems to be known as someone who just doesn’t set goals but delivers them!
"Transform your leadership effectiveness by setting meaningful goals, prioritizing what truly matters, and equipping your team with the skills to make confident decisions."
“Setting goals is the first step in turning the invisible into the visible.” — Tony Robbins
Meet Robert Goldsmith
Trusted Financial Professional Coach. Mentor with 35 Years of Experience. Family Financial Advocate.
When it comes to transforming your role from an insurance agent to a trusted financial professional, you need more than generic advice.
Robert Goldsmith, driven by early life challenges, has spent 35 years impacting thousands of families, directly and indirectly, with his professional advisor coaching program.
Robert’s firsthand experiences and decades of dedication will guide you beyond mere sales towards building meaningful, lasting client relationships, setting you up for today and tomorrow’s success.
Millions of readers
and listeners worldwide
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Frequently Asked Questions
What is Trusted Financial Professional coaching?
Trusted Financial Professional coaching guides insurance agents to become respected financial advisors by building trust and meaningful client relationships.
Is this program right for me?
This program is perfect for insurance agents ready to deepen their client impact and transition into trusted financial professionals.
How is your coaching program structured?
The Trusted Financial Pro Accelerator is a 10-week program, offering step-by-step guidance to enhance your professional skills and client connections.
Become the advisor your clients truly trust and rely on.
You don’t have to navigate this journey alone. I’ll guide you every step of the way.
Now is your moment—claim your growth and start your 10-week transformation today.
Agent2Advisor
Agent2Advisor
Become the advisor your clients truly trust and rely on.
You don’t have to navigate this journey alone. I’ll guide you every step of the way.
Now is your moment—claim your growth and start your 10-week transformation today.