The Trusted Financial Pro Accelerator

Your 10-week journey to transform into a trusted financial expert, mastering skills to accelerate client trust and secure lasting, higher income.

This Is Your Journey IF…

  • You feel stuck selling policies and crave a clear pathway to real financial expertise.

  • You want clients to see you as a financial guide, not just an insurance agent.

  • You're ready to build trust, earn respect, and expand your income and influence.

This Isn’t Your Path IF…

  • You're comfortable with average results and have no desire to change.

  • You're content selling products without deeper client connections.

  • You're not willing to put in the work to transform your professional identity.

What You'll Experience. Over 10 Transformative Weeks, we'll journey through:

Module 1
Positioning Yourself as a Financial Professional
Stand out from every other agent by building a strong identity that draws clients in and earns their trust.
In this breakthrough session you'll achieve:
  • Clarify your unique niche and target clients who value your expertise.
  • Craft your personal transformation statement that stands out.
  • Define your spot in the market and create instant trust.
Module 2
Building Instant Trust in First Conversations
Grab attention and build emotional trust the moment you start talking so people want to work with you.
By the end of this session, you will:
  • Use active listening to connect right away with new leads.
  • Master value-based conversations that make clients feel heard.
  • Make every first meeting memorable and meaningful.
Module 3
Moving from Product Pusher to Problem Solver
Stop pitching products and start solving real problems clients care about so they stay hooked.
In this module, you will:
  • Switch from talking features to focusing on real client results.
  • Use smart questions to uncover what clients truly want.
  • Turn your pitches into helpful, simple solutions clients care about.
Module 4
Creating a High-Trust System for Client Journeys
Lead clients smoothly from first hello to a lasting partnership with a step-by-step process that proves your value.
This module will guide you to:
  • Build a clear step-by-step process for every client.
  • Guide clients seamlessly from start to finish so they never feel lost.
  • Show up consistent and reliable so clients trust you every step.
Module 5
Leading Confident Consultations That Convert
Take charge of your calls, respond to objections, and get clients to say yes with complete confidence.
During this module, you will:
  • Use proven questions and structure to lead each call with confidence.
  • Handle tough objections without feeling nervous or stuck.
  • Close more deals by guiding clients to simple, easy decisions.
Module 6
Explaining Financial Concepts with Clarity
Make tough financial ideas simple and help clients understand and remember what matters most.
This powerful session teaches you to:
  • Break down tough financial topics into stories that stick.
  • Make every concept simple enough for anyone to understand.
  • Connect emotionally so clients see you as both smart and relatable.
Module 7
Recommending the Right Solutions with Confidence
Match clients to the perfect plan every time, so every recommendation feels right and wins trust.
This module focuses on helping you:
  • Use a proven method to choose the right solutions for every client.
  • Map out goals and needs so your advice always fits perfectly.
  • Offer clear and personal recommendations that clients trust.
Module 8
Mastering Follow-Up That Builds Trust
Follow up in a way that keeps you memorable and makes clients want to come back—without sounding pushy.
This module is designed to help you:
  • Follow up without nagging, so leads stay warm and interested.
  • Use simple tools for easy, timely check-ins every time.
  • Keep relationships strong, so you never lose track of opportunities.
Module 9
Becoming a Market Authority in Your Space
Stand out online and in your neighborhood so prospects come to you already trusting your knowledge.
Together in this session we'll:
  • Become the go-to expert in your niche and online spaces.
  • Make every concept simple enough for anyone to understand.
  • Build your presence so people seek you out instead of the other way around.
Module 10
Scaling Through Retention, Referrals, and Recurring Income
Turn happy clients into fans who stick around, refer their friends, and keep your income steady and growing.
In this session, you’ll focus on:
  • Create a simple system for getting steady referrals from happy clients.
  • Keep clients for life with value they keep coming back for.
  • Grow your income with smart renewal and retention moves that multiply results.

But… That’s Not All! Also
Included :

Book your call now and get these free bonuses to help you move faster and make smart decisions from day one.

BONUS 1:

Kick-ass Outline Workshop to make your writing process flow seamlessly.

A step-by-step guide to boost client loyalty and lifetime value — so you’re not always chasing new leads.

BONUS 2:

Craft Your Book Talk Workshop to attract readers when your book launches!

A quick-reference tool to handle unexpected challenges with clarity and confidence.

BONUS 3:

Nail Your Book Title Workshop to find the best title and subtitle for your book

Track your key numbers and make informed decisions — without needing a finance degree.

My Coaching Approach:

01

IDENTIFY

Pinpoint your unique strengths to shape a powerful financial identity.

02

CONNECT

Build deep, trust-based relationships that keep clients loyal and engaged.

03

TRANSFORM

Turn skills into actionable strategies that consistently grow your success.

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 roadmap to 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."

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.

Book a Call