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Advisor Pathways

1440 Bishops Gate Road, Suite 411
Oakville, ON L6M 4M9
Phone: (905) 469-7407
Email: shemphill@advisorpathways.com
Website: www.advisorpathways.com

AP can help you achieve your goals, increase your revenue and asset base and operate your business more efficiently. We help successful financial Advisors, people like you, become better! AP was co-founded by two partners Steve Hemphill and Joanne Ferguson. The AP partners have between them more than 35 years of experience in the Canadian financial services marketplace, both in the field as either brokers or in executive positions helping established brokers grow their books. They are focused and dedicated in helping you achieve your goals.

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Bachrach & Associates

8380 Miramar Mall, Suite 200
San Diego CA 92121
Phone: (800) 347-3707
Email: info@bachrachvbs.com
Website: www.bachrachvbs.com

The Trusted Advisor Coach® Program is a one-year commitment. This program is designed to reinforce the skills and behaviour that you learned during the Values-Based Selling® Academy. The program is limited to a maximum of 21 participants for the year. The group meets quarterly in San Diego, California for instruction and coaching by Bill Bachrach, Doug Carter and Max Dixon.

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Master Mind Your Ideal

83 Wayne St. 3rd Floor
Jersey City, NJ 07302
Phone: (201) 395-0873
Email: info@mastermindyourideal.com
Website: www.mastermindyourideal.com

The power of our Mastermind enables members to envision and then create their ideal business and ideal life. Are you interested in:
Creating the ideal practice?
Attaining balance in your life? Doing the things you really love to do? Obtaining support, guidance and feedback from your peers in a non-competitive, mutually supportive environment? Staying up on trends and technology in your field?
Using the combined skills and minds of a group of similar individuals to set achievable goals and then achieve them more quickly? Achieve financial, professional and personal peace of mind? Working with ideal clients? Are you willing to use the Mastermind?

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Steve Moeller

American Business Visions
1131 E. Main Street, Suite 201
Tustin, CA 92780
Phone: (800) 678-1701
Email: bizwiz@businessvisions.com
Website: www.businessvisions.com

American Business Visions is dedicated to helping financial advisors achieve total success — as they define it. The company has developed proven processes for identifying, attracting and converting affluent prospects into happy clients. Whether your background is in insurance, brokerage, financial planning or investment consulting, our products and services can help you consistently make more money with less effort.

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Next Level Coaching

1700 N. Broadway #405
Walnut Creek, CA 94596
Phone: (800) 980-0192 ext 234
Email: coach@nfcom.com
Website: www.financial-advisor-coaching.com

Do you ever have the problem of converting what you know you should do into action? Do you seem stuck at the same level of accomplishment—good at what you do, but you need to change your behavior to move forward—always finding an excuse to not act on your dreams (not enough time, energy, information, etc.).
There is a way to change all of that and reach your goals. It's by using the expertise of a coach or mentor to partner with you and assist you to the next level. To help you be the super success you want to be, we have teamed with professional coach to financial advisors, Joe Lukacs. Joe has personally invested over 15,000 hours coaching advisors and Joe leads a team of coaches that can rapidly help you get to where you want to be.

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Strategic Coach

10255 W. Higgins Road Suite 420
Rosemont Illinois 60018
Phone: (888) 872-8877
Email: info@strategiccoach.com
Website: www.strategiccoach.com

The Strategic Coach Program is a results-oriented lifetime focusing program for experienced, successful entrepreneurs. What’s your Unique Ability? It’s your unique collection of superior skills that give you energy and great results. We’ll help you develop your business around what you’re uniquely great at and what you love to do. The rewards are greater energy, excitement, and enjoyment, and never-ending growth.

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TINDALL Coaching Works

Website: www.tindallcoachingworks.com

Paul Tindall, president of TINDALL Coaching Works, specializes in sales coaching and training. Paul helps salespeople overcome self- promotion fears, end unpaid consulting, and differentiate themselves as full-service solution providers.
 

 

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