I am a senior level results-oriented professional and strategist with two decades of management and coaching experience in the financial services sector. I have designed and implemented successful and proven practice management and relationship management training programs.As a new financial advisor 20 years ago, I attended a seminar led by Duncan MacPherson. All concepts presented resonated with me. Excited by the new and innovative processes of success, and the new understanding of Pareto’s loyalty ladder, I purchased the original Turn-Key Marketing Program from Duncan. This was a binder with a series of cassettes (yes, the highest of current technology - cassettes). This program shaped my growth as a financial professional. As my company and branch evolved, I was asked to take on management of the branch. As I presented Pareto concepts to my advisors, we quickly grew from a marginal branch office, to a successful award-winning branch.I then began to teach the concepts to others in the firm, and soon I was coaching and training all other branch managers and top advisors. From there, I became an independent coach for elite advisors. I’m thrilled to be representing the Pareto system as a Pareto Coach. The dynamics of the organization combined with the strength of our proven processes is a complete package that will guarantee meaningful and measurable progress for qualified advisors.Specialties: Coach, DISC training, Consultative Sales, Financial Services Coach, Small business Mentor"Coach Elaine, Is the perfect "hit the ground running" coach that we go crazy to find in financial services! I've had my firm for over 20 years and Coach Elaine is by far the best Coach. I don't ask her how she does it ? - because in my business I have to make miracles happen everyday too - so she's perfect for a winners team!! Thanks Coach Elaine for all you have done for me and my firm and it's NOT over yet!!! More goals to reach!!! Respectfully, JB Bryan"
Listed skills include Coaching, Sales, Management, Sales Management, and 15 others.