A qualification-based engagement for professionals or organizations ready to put Case Closure Reliability to work in live casework over ninety days.
A workshop or a Case Stall Fix session can show an advisor or a team what’s happening in a stalled case and why. That’s the diagnostic step. But knowing what a case pattern looks like isn’t the same as having it show up automatically in the next difficult conversation, under real pressure, with a real client in the room.
The 90-Day Implementation Partnership exists for the professionals and organizations who are ready to move past the diagnostic step into repeated, supported application. A fit conversation determines whether either path below actually applies to your situation.
$9,000 · 90 days
I work behind the scenes as coach and advisor. The financial professional stays client-facing by default.
$4,500 + case economics
I may participate directly in qualifying real client cases as on-the-job implementation support.
Working with Kevin has made a real difference in my business. His coaching helped me identify gaps in my process that I wasn’t seeing on my own and, more importantly, showed me how to address them in practical ways that have helped me close more business.
Kevin has a deep understanding of human behavior—how people think, what influences their decisions, and what moves a conversation forward. He doesn’t simply teach sales techniques; he helps you better understand the person on the other side of the conversation and adapt accordingly.
What I appreciate most about Kevin’s coaching is that it’s practical and applicable to real-world conversations. I’ve become more intentional in how I engage with prospects, more effective in my conversations, and ultimately more successful at turning those conversations into business.
”Heart. That is what Kevin represents. Kevin has genuine care for others. Many are out to make a buck. Kevin is there to invest in people’s lives. To help transform lives.
I know this because Kevin invested heavily in my life with wisdom, guidance and encouragement in my earliest years as a financial advisor. He was (and is) a true mentor. I might have given up without Kevin’s support and encouragement. 90% of those who start in the financial services field leave within the first year. I’m one of the successful 10% and Kevin shares that credit.
When you meld his heart, care, empathy and compassion with his wisdom, guidance and encouragement, you have an unbeatable combination. I highly recommend Kevin to you for his coaching services.
”Testimonials reflect individual experiences and do not guarantee similar results.
Exploring other ways to work together?
Rather than choosing a path from a page, the fit conversation is where we talk through what’s actually happening in your cases or your team, and whether either path applies.