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Customized One-on-One Business Coaching for Financial Advisors

Testimonials

 

 
One on One with Duane & Ben Eby
 

Ben & Duane Eby, owners and financial advisors of Eby Financial Group in Waterloo, discuss successful succession planning with founder & business coach Art Schooley.

     
 
One on One with Scot Bolton
 

Scot Bolton, financial advisor with Good Redden Klosler, LLP speaks to president & business coach Juli Leith about the impact The Personal Coach has had on his business and life.

     
 
One on One with Adam Chapman and Art Schooley

 

Adam Chapman, Certified Financial Planner of Legacy Partners of London Inc. speaks to founder & business coach Art Schooley about the impact The Personal Coach has had on his business and life.

     
 
One on One with Jeff Keller and Fortunato Restagno

 

Fortunato Restagno, the founder of MasterPoint, discusses the impact of branding and marketing with Financial Advisor of WK Financial, Jeff Keller, of Stratford, ON.

     
 
One on One with Mark Wemp and Fortunato Restagno

 

Fortunato Restagno, the founder of MasterPoint, discusses the impact of branding and marketing with ClearRock Financial's Mark Wemp of Elmira, ON.

     
 
One on One with Reg Braun and Fortunato Restagno

 

Fortunato Restagno, the founder of MasterPoint, discusses the impact of branding and marketing with Gallery Wealth Management's Reg Braun of Morden, MB.

     
 
One on One with Peter Seligman and Fortunato Restagno

 

Fortunato Restagno, the founder of MasterPoint, discusses the impact of branding and marketing with Associate Advisor of Seligman & Associates, Peter Seligman, of Toronto, ON.