Our Results

"In my 20-year investment career, I have never had a better coach than Chris. He helped me and my team identify our roles and responsibilities, stay focused on our goals, and be accountable to one another (and to him!). As a result, we're having a career year, both in terms of gathering assets and in generating revenues. Chris has become an integral part of our team, and our success."

"I'm in my 25th year in the financial industry and have been a financial advisor, wholesaler, and branch manager. I can honestly say that going through coaching with Chris was one of the most rewarding things I have ever done in this business. Chris is an excellent coach and is tremendously skilled at getting information that individuals know innately into their conscious thought, where they can use it effectively. He then helps shape what we are already doing - or should be doing - into a clearly defined action plan. The action plan provides a definable, repeatable, effective, and scaleable process."

"We've all heard the cliches about adding value and so forth, but trust me when I tell you that this guy is an unbelievable coach and pays for himself in the form of increased production, efficiency, and attention to detail. I'm on a four-person team,and the things Chris did to define our roles and responsibilities are, quite simply, things we would never have been able to do without him. Accountability is a challenging component of being a part of a team. Chris really helped us in that area. How? By helping us identify our individual strengths, focus those strengths on revenue creating projects, and, most important, come back to the team to report on the job within a specific time period. That's accountability!

"The last thing I'll say about Chris is that he's a cool guy. He's been in our shoes, so he knows what's realistic and what isn't, and he does a great job of empathizing with our day-to-day experience. In case you can't tell by now, I could not recommend Chris Margolin more highly if you are considering hiring a coach."

"I've been in the financial business for 21 years; the last 12 in branch management. During this time I've worked with many coaches, consultants, and partners in efforts to drive productivity. Not until I began to work with Chris Margolin did I fully understand what a professional coaching relationship should look like. Chris is a true pro, with deep understanding of our business and an ability to lead advisors where they want to go."

"In working with Chris, my team was able to take a step back and look at our business away from the day-to-day hassles. He helped us resolve internal communication challenges, and he found a way to make us accountable. Chris does not allow the standard: "we will do better - he challenges us to do things that can be measured."