“Jay led me on a journey that was thought provoking, challenging
and life changing.”
and life changing.”
More Testimonials
Jay fully engages his clients in the “right” conversations. His ability to create trust quickly enables his clients to take immediate action. If time is what you do not have, Jay can catapult you to the next level quickly!
Shortly after I started working with Jay, we were having extremely profound conversations – conversations that I’d never had with myself or anyone else before. The work he does reaches you on many levels. I found myself taking actions I had not been willing to take before, due to having been made ‘constructively uncomfortable’ in terms of stretching myself. What a blessing!
As my executive coach, Jay helped me navigate the world of wealth management with confidence. He helped me understand how to create great working relationships, both internally and externally. If I was having a challenge, Jay knew the right approach to take so that I could manage both up the chain and down the chain. It was my first position in banking, and Jay continually challenged me to approach my work differently. Ultimately, his contributions enabled me to achieve tremendous success!
I asked Jay to become my coach when I was a relatively new financial advisor and didn’t really have anyone I could confide in to help me make decisions about my practice. From the first meeting, we talked about my strategic interests as well as business tactics. Jay guided me through the negotiations to join another firm and ultimately to leave the business altogether to pursue my personal interests. Would I have got to the same conclusion without Jay…With the same optimistic outlook? I don’t believe so. His role as sounding board and counselor was invaluable.”
With Jay’s help, our practice has increased revenue consistently over the past few years. But just as important as the growth is the infrastructure for even greater growth that he has helped us conceive and implement. Our coaching sessions are intense but always productive. If you’re already doing well and want to do better still, Jay can help a great deal.
Jay worked with me to create a process that held me accountable for my pipeline with regularly scheduled reviews and updates. He also coordinated efforts to increase my efficiency with my key centers-of-influence and referral partners. With Jay’s assistance in planning and promoting my annual client event, I was able to present to 103 clients, 21 prospects and 19 referrals.