We focus exclusively on HNW client acquisition training and coaching for sales and client management professionals in the Financial Services industry.

Wealth Management

Retirement and Advisory Solutions​

Banking Solutions

Business Banking and Lending

Insurance Solutions

P&C and Personal Lines

Free Chapter Download

Download a free chapter of ​"Taming the Four-Headed Dragon". This month's free chapter is titled ​Take the stress out of asking for business (Gaining Commitment).
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Free White Paper

​For those selling wealth management solutions, commitment from high net worth prospects is tough to come by-but not impossible. Download our complementary white paper that details what you and your teams can do to win more than your fair share of new business.

Quilly® Award

Bill Walton wins Quilly Award for his book written with Brian Tracy – The Winning Way.

The Quilly® Award was founded by the National Academy of Best-Selling Authors® to commemorate an author’s achievement of being named to a nationally recognized Best-Seller list. The awards are exclusively distributed at the Academy’s Annual Golden Gala™ in Hollywood.