“Dear Paul, I'd like to thank you for your support and introducing us to your Fractional Sales Management service. I wasn't sure that it would be possible but I'm happy to say you accomplished exacting what I had hoped. Our Executive team is aligned. Our sales process has been refined with the tips and system you provided for funnel management. Your help in establishing sales strategies, processes, organization accountability, and an organization restructuring has enabled us to take the next step in our business evolution. through the identification, hiring and development of our first sales director which resulted in the successful implementation of the initiatives identified by you and has resulted in quantifiable benefits to our company.”

— Alex Reed, Strategy & Finance Officer, Digital Power, Inc.

“I want to thank you for your support in helping build and strengthen the Cafe Services management team. Your initial team building workshop was a great success. The follow-up coaching was very valuable in learning how to leverage the assessment information to improve communications, teamwork and collaboration was spot on. The assessments provided were incredibly accurate and continue to provide additional value as you promised. Your Client Focused Sales workshop continued to reinforce the importance of knowing and understanding our clients and colleagues to improve results. Your recent support in helping us hire our first Director of HR was invaluable. The whole process opened our testing and interviewing process. We now have a process we can also use for selecting more key employees. I most want to thank you for being adaptable and available throughout the process. I look forward to future engagements. “

— Brian Stone, CEO Cafe’ Services, Inc.

“It gives me great pleasure to recommend you to any General Agent or advisor interested in improving their agency and productivity… You were our marines that helped us make the transition to a full service agency. I really saw your efforts materialize this past year as many of the agents reaped the benefits of implementing many of the marketing ideas & sales strategies that started in your weekly workshops and coaching sessions. The agency broke all records for Life, DI and annuity sales.” 

— Daryl Brockman, Managing Partner, John Hancock

“Paul has been working directly with associates integrating his Levelbreaker Coaching and Business Builder programs. His impact can be seen indirectly through the greatly improved culture of our firm and directly in the sales results of the associates he coaches. On average, the associates who currently work with Paul have seen their productivity increase by more than 55% over the last 12 months.”  

— Jeff Ritter, Managing Partner, Midwest Financial Partners, Inc.

“Your personalized “whole person” Level Breaker© coaching system has had a great impact on me personally by helping me integrate my business vision, mission and personal goals, something that I believe is unique and usually missing in the life of many advisors and small business owners. The depth and breathe of your guidance and experience has helped me build my team and the infrastructure necessary to support a referral only practice. 

— Jay Edwards, Wealth Management Advisor, GFS, CFP, CFBA, AIF, CLU, ChFC Granite Financial Partners, LLC. 

“Your program accomplished exactly what I had hoped it would. We’ve woven your amazing psychological keys to sales success into our weekly role-play sessions and the results are already noticeable. It’s amazing to hear the consistently positive feedback from my representatives when they talk about using your strategies in the field. The overall responses have been a resounding, “tremendous!” Even my most senior advisor, who is Million Dollar Round Table qualified every year, has been blown away by the Goal Achievement workbook piece that you walked us through.” 

— Will Smith, Wealth Advisor CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC Capitol Financial Solutions

“Your efforts on our behalf are already generating tangible bottom line results.  You are truly responsible for helping us achieve all that we can be as individuals and as a company. Thanks for enhancing profits, improving sales and most of all, for helping us learn how to become the best that we can possibly be each and every day. Your program is already paying back dividends. We look forward to continuing our relationship and using your services.” 

— Daniel J. Mullane, former CEO The Advest Group, currently Managing Principal HJ SIMS, LLC. 

“Paul helped my remove the glass ceiling I placed on my potential. He is an “out of the box” thinker and a relentless learner. Paul delivered the world of possibility to me and helped double my production over a two year period. He guided me toward finding my blind spots, laying a foundation that has been with me for the past 15 years. I have addressed my peers on several occasions and he is almost always mentioned as the man who opened my eyes to what I am really capable of. Paul is a true professional!”

— Jeff Photiades, Wealth Manager Advisor NML, CLU, ChFC, LUTCF, CASL, CLTC

“What I liked most about the training was the discussions on selling to C-level contacts, as well as selling to large multi-application accounts. Tools such as the Account Development Journal has been very useful in penetrating larger accounts with many layers of DM’s and management.”

— Norman Brunner, Regional Sales Manager, Xpedite Communication

“You have truly worked with us as a partner to help us improve our hiring practices, our training and support, and the overall quality of our sales teams and sales processes. The tools your company has provided have made a positive and dynamic impact in the way we run our business. Our sales productivity has increased exponentially in no small part thanks to your help and support. The coaching and training you have provided to my team and to me personally has allowed us to improve the overall quality of our organization and customer experience.”

— Edward Gallagher, Executive Vice President, Comcast former RVP Telcove, Inc.

“I was referred to Paul by an Executive Vice President of Adelphia Business Solutions to assist with our goal of taking our sales force to another level. Paul quickly assessed the need and made recommendations that were a combination of his Executive Coaching for Sales leaders as well as the introduction of the DISC profile and Sales Max skills assessment tools. The senior leaders were so impressed that we rolled out this process Company wide. Paul is an exceptional business partner and I highly endorse him.”

— Kim Matthews, Vice President Human Resources, Comcast

“I was asked to give honest feedback on the recent leadership training conducted by PSA, should I deem that it would be necessary to do so. In its simplest terms, it was the single most important event in my career as a developing sales professional.”

— Curt Wilcox, Sales Director, Premiere Global Services