Performance Coaching for Financial Advisors and Financial Planners

Our Coaches


Andrew C. Johnston	In his career he has worked in senior roles with International corporations including Firestone, Ollivetti, Nokia, Clarica, Sun Life Financial and others. Andrew has started, built, operated and sold five different successful businesses. Andrew is an accomplished speaker and educator having provided Coaching and Business Training services on an international basis. He has lived and worked in Canada, USA, Britain and Scandinavia. As well as being an accomplished Business Coach, Andrew Coaches Financial Professionals to develop their business's by utilizing the experience he gained while developing over 750 financial services clients in a four year period.

Dave Leo	Mr. Leo provides well-tested, proven, structured approaches to building financial practices. His goal is to identify gaps between what advisors are doing currently and what they need to do to attract, service, and retain affluent clients. Through coaching, advisors learn to bridge those gaps and stay on track. In meeting objectives, prioritizing opportunities, and clarifying goals and metrics, advisors discover new ways to improve their own business development—specifically client relationships and retention, and personal productivity and efficiency. Mr. Leo’s advisors apply enhanced financial advisory practices and process improvements to grow their affluent client base and assets under management.

Roberta A. Raymond	As a coach, Roberta has been a catalyst for personal growth and professional development with numerous Financial Industry Executives, identifying issues and delivering solutions to support their training and development needs. She has herself held positions of increasing responsibility first at State Farm, and subsequently at General Electric Financial Advisors, E*Trade Financial, and most recently at New England Financial. Roberta has an MBA in Accounting and Finance from Illinois Stare University, and been in the Insurance and Financial Services industry since 1984.

Broc Edwards	As a coach and management consultant I have worked with a variety of public and private organizations, including subsidiaries of American Honda, organizations within the US Department of State and the US Department of Commerce, the National Skills Standards Board, steel companies, and other manufacturing firms. I have also served on the board of directors for both a local and a regional not-for-profit organization.