More than a decade after delivering the keynote at the 2014 NAIFA Montana State Conference, I’m honored to return as a featured speaker at the 2025 Conference, taking place April 23–24 at Fairmont Hot Springs. The timing couldn’t be more aligned—and the message, more urgent.
The world of financial advice has shifted. Founders are carrying more weight than ever. Teams are fragmented. Systems are bloated or nonexistent. Burnout is rising—and so is disillusionment. But underneath it all, the real issue isn’t strategy. It’s mindset and misalignment.
That’s why I’ll be delivering a session titled “Master Your Attitude and Activity to Transform Your Business.” It’s a practical, mindset-powered reset for advisors, agency leaders, and their teams who are ready to grow—not just in size, but in spirit, systems, and sustainability.
The Real Psychology of Success in Financial Services
After decades of working with top-performing financial advisors and agency founders as a Fractional Chief Operating Officer, I’ve seen firsthand what separates those who thrive from those who stall. It’s not just better lead generation or a tighter CRM—it’s mastering two inner muscles: Attitude and Activity.
In this session, we’ll uncover:
- Why disillusionment and burnout quietly derail growth
- How to reset your mindset and reignite your purpose
- Simple structures to replace “hustle” with high-impact action
- Behavioral hiring tools to attract aligned team members
- Accountability systems to drive consistent momentum
This isn’t fluff. It’s a blueprint grounded in real business transformation—and I’ll be sharing stories, tools, and frameworks that come straight from the trenches of multi-million-dollar advisory businesses.
What I See as a Fractional COO—And Why It Matters
In my role as a Fractional Chief Operating Officer, I go beyond surface-level fixes. I help advisory founders move from chaos to clarity across five core business areas:
1. Vision, Planning & Execution
We co-create a business map that aligns your mission, team, and systems with sustainable growth.
2. Leadership Coaching & Succession Planning
We turn overwhelmed founders into focused leaders—and prepare the next generation to take the helm.
3. Hiring & Team Development
Using behavioral science and values-based assessments, we hire right the first time and build teams that last.
4. Technology & Automation Integration
We simplify operations with tools like CRMs, SOPs, Otter.ai, and ChatGPT—making scaling smooth, not stressful.
5. Sales & Client Experience Optimization
We design service models that attract high-quality clients, increase retention, and turn teams into revenue generators.
The Outcomes My Clients Experience
“You helped me go from feeling alone and overwhelmed to building a business I actually enjoy leading.” — A recent agency founder client
Whether I’m guiding a founder out of burnout, aligning a team behind a shared vision, or streamlining systems to reduce chaos, the outcomes are consistent:
- Clarity and confidence in decision-making
- Liberated time and energy for what really matters
- High-performance hiring and onboarding
- Team engagement and succession readiness
- And most of all, peace of mind knowing the business can thrive without depending on one person
Practical. Tactical. Transformational.
At NAIFA Montana 2025, my promise is simple: You’ll leave this session not only inspired—but equipped.
You’ll walk away with tools to:
- Reclaim your time and lead from vision
- Build a values-aligned, accountable team
- Implement simple systems that scale
- Shift your mindset from reaction to creation
And perhaps most importantly, you’ll remember why you started this journey in the first place.
Want to Build a Business That Grows with Fulfillment—Not Friction?
If you’re an agency founder or financial advisor stuck between vision and execution, you’re not alone. Let’s talk.
If you’re a NAIFA board member looking for a speaker for your next NAIFA event, let’s talk.
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You