I work with Nancy because she has helped me maintain focus and vision as I continue to grow while not losing sight of what's important to me. Before working with Nancy, I knew where I wanted to go but not how to get there. Nancy provides me with the roadmap, helps me to stay on track and guides me down a path to make me successful.

Brian Koch, Financial Representative
Large Life Insurance Company, Edina, MN

Nancy holds me accountable by coaching me outside of my comfort zone and drawing the best out of me. My business is growing and I'm putting systems in place to make that happen. Nancy's not afraid to think big. She helps me navigate through the details while helping me remain focused on the big picture. She's been a valuable resource to me – providing me with ideas and suggestions from her own experience and from working with other top producers. On a personal level, it's easy for me to talk to Nancy and communicate my thoughts to her. I share a lot with her and trust her implicitly. I have nothing but high regard for her.

Bill Morgan, Senior Financial Advisor
Large Independent Broker Dealer, Ellicott City, MD

Nancy has caused me to look at my business and think like a CEO. I have been more proactive in my business as a result of working with her. She's helped me make sure the stuff I do today is important for tomorrow and not get bogged down in the day-to-day details. She's helped me get my business plan lined up with what my values are and to trust my intuition.

Scott Walsh, Senior Financial Advisor
Fortune 500 Company, Plymouth, MN

Nancy is a great listener. I'm very open with her and feel comfortable speaking with her. In my life I've probably only met 5 other people like her in terms of openness and trustworthiness. I feel strongly that coaching should be another function within your business – like marketing, sales, operations are. A coach helps open your eyes to what you're not seeing for yourself. The dollars are well spent given the tremendous impact that her coaching has had on my life.

Joseph S. DeSena, CFP, MBA, Senior Financial Advisor
Broker Dealer, Long Island, NY

Nancy has helped me gain a lot of clarity in my business goals and what I'm looking to accomplish and as a result I've seen dramatic results in recruiting and leadership development. I've also gained an understanding of how my personal and professional life are combined and not separate. I've also learned how one of my decisions impacts decisions in other areas of my life. She is not overly aggressive yet challenging when necessary. And she matches my pace very well. Wherever I am, we go as fast or slow as needed.

Vicki Oller Vice President of Field Sales
Fortune 500 Company, New York City, NY

Nancy's coaching definitely streamlined my business. She has an intense, passionate, and enthusiastic style – and has a great ability to hold up a mirror and show me what I'm not seeing. She knows how to balance her attention both on what I'm doing on the outside, and what is going on with me on the inside. As a result, I have much more clarity about who my ideal client is, where my business is going, and exactly how to get there. That is really priceless feedback.

Emily Osbun Bermes, MA, CPCC Solstice
Coaching & Consulting Inc. Fort Wayne, IN

Nancy's experience with financial planning practices has made her the most valuable person who has helped me with my practice in the 13 years I've been in business. She's helped me look at my business from a different perspective. Her advice isn't general -- she gives me specific advice based on what I want for myself and my practice. Nancy has helped my practice go forward. If you are not working with Nancy, you're missing out.

Bob Feighan, CFP, Senior Financial Advisor
Ameriprise Financial 13 year veteran, #18 out of over
11,000 advisors, with over $200 million in investable retail
AUM, Valhalla, NY