About Us

Michael Salmon developed his methodology and time-tested processes over the course of his three decades of leadership improving sales, marketing, and management process for both privately held and Fortune 500 companies. Michael is considered an industry expert on the subjects of sales, networking, practice management, and marketing, and is a much sought-after speaker.

He has been featured in a variety of national media including CNN, CBS, NBC, Fox News Channel, Bloomberg TV, USA Today, Investor's Business Daily, L.A. Times, and the Chicago Tribune. Michael and his team of coaches work with Fortune 500 executives and successful Financial Advisors. Michael currently coaches 5 of the Barronís top 10 Private Wealth Advisors, 10 the top PWA teams, and has coached or currently coaches 150+ of the Barron's and Worth's top 1,000 Financial Advisors.

In addition, Michael has four books published. His third book Winning More Business in Financial Services: How to Score Big with Referrals and Networking by McGraw-Hill (2012) has received rave reviews. He was also a panelist at SkyBridge Capital's SALT Conference talking about successful Marketing and Sales strategies.

Our work spans the globe. Some of our clients include Morgan Stanley Private Wealth, Graystone Consulting, UBS PWM and GWM, Merrill Lynch Private Bank, Ameriprise, Mizuho Securities, Raymond James, Truist, Deutsche Bank, Fidelity, PIMCO and BlackRock.

Our down-to-earth repeatable, sustainable step-by-step processes and are swift, deliberate, effective, easy to follow, utilize and implement. Here's what distinguishes our training curriculum, methodology and ongoing coaching programs from others:

  • Besides the “what to do” more importantly we show professionals the “how to”  
  • Customized materials aligned with client’s goals and objectives for organic growth
  • Ongoing coaching to ensure desired outcomes are achieved
  • A built-in accountability mechanism to track progress, monitor results, and measure ROI
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