Client Stories
Priscilla Monteith, Monteith Financial Group
Burlington, ON
We quickly came to view our coach as our team leader; we valued and relied upon their opinion and expertise. Our coach is a great resource and brought in other resources to assist us as well. Our coach helped me successfully transition the business ownership so I could retire and worked with us on hiring two individuals who we think are going to be great additions to the team. In my entire 39 years of hiring employees, I have never seen as thorough a hiring process. I believe we have the right people on our team and that is thanks to our coach who genuinely cares about us and is committed to helping us achieve results.
Mark Wemp, ClearRock Financial
Elmira, ON
Working with a business coach has kept us accountable to our goals and objectives. We know our coach is coming in and that we need to get stuff done – like all the little things that are important from a business operational perspective that would otherwise get put on the back burner because they weren’t a priority. We’re much more focused on who we are, what we do and how we do it. We’re much less inclined to try to be all things to all people. We focus on clients who we do our best work with. There is no question that our processes and procedures have improved greatly, which has made us significantly more efficient.
Peter Pearson, Vocari Financial Solutions Ltd.
Squamish, BC
The direction and focus provided by The Personal Coach over the last 10 years has helped increase our revenues by 400%. We are well positioned for future growth and thanks to our coach, we are prepared to thrive in a continually changing and challenging marketplace.
Jim Kilgour, Advanced Benefits Consulting
Waterloo, ON
As someone who has worked in the industry for over 25 years, running his own practice for the last 14, it is amazing what you can learn when you have someone that can help open your eyes to a bigger and better future. It is obvious to me what has made you successful, and will continue to make you successful for many more years to come!
Blair Gibson, B.R. Gibson Wealth Management
Whitby ON
Their webinar helped me prepare good documentation and set realistic expectations on the sales process and the support needed afterwards to ensure a smooth transition. Pretty much exactly what was described was my reality and our engagement has been very successful.”
As someone who has worked in the industry for over 25 years, running his own practice for the last 14, it is amazing what you can learn when you have someone that can help open your eyes to a bigger and better future. It is obvious to me what has made you successful, and will continue to make you successful for many more years to come!
Jim Kilgour, Advanced Benefits Consulting
Waterloo, ON
Christy Baker, Federal Economic Development Agency for Southern Ontario
The DiSC training was an excellent experience for our Communications team. The best element was not so much that everyone’s profile was an exact fit to their personality, but that it got the team talking together. It raised awareness of how people work most effectively, how to navigate conflict situations, how to bring out the best in each other and the strength that comes from having a team with many strong qualities. With a greater understanding of each other and a willingness to learn from the strengths of our colleagues, we are a better team. Highly recommended!
Reg Braun, Gallery Wealth Management
Morden, MB
This team and their customized approach to coaching has been instrumental in my continued success as an advisor. From practice management to branding to growth strategies, I am always confident that I am focusing on the right areas of my business at the right time. Their work with a wide range of advisors has resulted in a great depth of knowledge about what will work well for me and my team.
Thomas McBride, McBride Robillard Financial Solutions Inc., Barrie, ON
My experience with The Personal Coach has been customized around my specific goals. There is nothing cookie-cutter about their process. My coach is empathetic and has a deliberate approach when it comes to all areas of my business and life - personal aspects, financials and my team to name a few. The focus is on efficiently running my practice so I have a strong net profit and building a successful, organized team. I’m held accountable to what I want to accomplish and my coach develops a strategy to help me get there. I wish I hired my coach a long time ago.
Angel Georgijev-Lowe, Georgijev Financial Group
London, ON
Our experience with The Personal Coach has been nothing short of fabulous. They take the time to really understand the needs of our practice and tailor recommendations to us. There’s nothing cookie-cutter about their approach and we’ve seen the results. Our production and productivity are up significantly and we attribute that to their advice and guidance. The investment we made in our business when we hired TPC has certainly paid off and we look forward to continued growth in our practice in the years to come.