An hour can make a huge difference

I used to think working harder and making more money were the only keys to success.

I ranked in the top tier of all advisors in my firm.

I brought in more new business than peers who had been in business 5, 10, and even 20 years longer than me.

Plus, I was bringing in fee-based assets using a financial planning approach in a world where commissions had been king.

And I had great team and wonderful clients.

But I wasn’t really happy.

There had to be more than just working 50 or 60 hours a week.

Then, an hour with my mentor Jack changed everything.

He helped me understand my true purpose.

Visualize what I really wanted.

And identify how to get there without the grind.

We pinpointed the activities that were truly adding to my success.

And we crossed out things that had seemed important but were really just stealing hours out of my days.

We made a plan. Suddenly, work and life felt different.

I was doing less but still achieving more. I started mentoring others. My business still grew.

I was happier.

And that’s why I do what I do today: Coach successful financial professionals to build more purposeful and profitable businesses.

The lesson? Sometimes, one conversation can change your path.


It’s not about working harder.

It’s about working on the things that really matter to you. So you get what you really want.

And quite often it all get’s started with just one short conversation with someone who really knows how to get to the heart of the matter.

That’s me.

One of my clients, Perry, put it this way…

“It’s amazing what you can accomplish in a single coaching session. Tell Robb what you’re truly trying to achieve and he’ll break it down into simple and actionable steps.”

And that’s why I want to invite you to join me for a Business Breakthrough Session.

We’ll talk about YOU and YOUR business.

We’ll talk goals. Purpose-driven goals.

We’ll talk challenges. And how to overcome them.

You’ll be amazed by what we’re able to accomplish in just 60-minutes.

I’ll even guarantee your satisfaction.

Click here to learn more and schedule.

Rooting for your success!

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