How to Engage:

We will start with our award winning IQL IMPACT Process that identifies the top three action items based on your priorities. Our goal is to make you better at each interaction with our team. Our process is delivered by experienced financial professionals that will help you develop successful practices using the tools and techniques listed in our program. We deliver our messages via monthly zooms, small group sessions, and private “one on ones” that will focus on role play and presentation skills. Our “Promise Boards” will be utilized to create an agenda to ensure our time together is both efficient and effective. We are dedicated to your improvement and building your practice into a thriving business entity that will create future revenue for you and your family.

Financial Service Representative

Foundational understanding and creation of a high touch modern financial service practice from a client centric perspective. Work with C4G experienced leaders that have built and continue to manage a successful practice. Enhance your strengths and identify weak links while building solutions to create a business that you envision. Our program is customized, and we move as fast as you want to increase revenue and enhance the quality of your life.

Event Speaking & Educational Workshops

The C4G team collectively has decades of speaking experience, that has entertained, and most importantly educated sales professionals on a multitude of best business practices.

Our aim is to powerfully inspire and significantly broaden the intellectual horizons of your audience. Expect high energy delivery with actionable items to propel your corporate initiatives.

Financial Service Wholesaler

Get a big picture view of financial product distribution and create a customized plan that is simple to follow and that will yield results for you and your territory. Our process showcases the benefits of your value proposition and how to position yourself as the go to person for solutions and advisor growth. A relationship orientated process that was created over 20 plus years that has yielded results for individuals and created distribution models for leading insurance and investment companies.

Strategic Planning for Teams, Businesses, and Individuals

C4G can develop strategic plans for every facet of your business. The individual, team, or the overall business. We will create a customized plan with proven strategies to make the abstract a reality.

Our team is equipped to construct an accountability metric to keep you and your team on track for your goal completion.

Books We Wrote & Books We Read

C4G Leaders have authored three books to date, and they are conveniently located here for purchase. To help others with their development we have also included several books that have shaped our careers over the years. Some of the publications teach life lessons and others helped forge our professional careers. All are worth a read and will cast a powerful outlook on your future.

Special Project

Dream BIG and we will work hard! Give us a problem to solve and we will customize a solution to help grow your bottom line. We love a challenge and will use all of our resources to solve your problems, Coaching, mentoring, strategic planning, tactical implementation of strategies, goal setting and more.