My Services
Great leadership starts with mastering the fundamentals. I help leaders and teams build strong foundations by focusing on clarity, consistency, and culture—the key drivers of long-term success.
With 40 years of leadership experience, including 15 years pioneering team leadership and advisor development, I understand the real challenges leaders face. Through seminars, workshops, and keynotes, I provide actionable strategies that bring certainty, competence, and confidence to leaders and advisors.
My approach is grounded in market realities, ensuring that every solution is practical, immediately executable, and designed for real impact. Let’s build stronger leaders, better teams, and a culture that drives success.
Leadership Consulting
Lead with Clarity. Grow with Purpose.
I help leaders sharpen their skills, strengthen their teams, and drive results through tailored consultations that turn growth, strategy, and culture challenges into clear action.
Speaking Engagements
Inspire. Engage. Lead.
I deliver dynamic, experience-driven talks that help leaders and teams build resilience, navigate change, and lead with lasting purpose.
Leadership and Advisor Workshops
Train with Focus. Succeed with Confidence.
I lead interactive workshops that accelerate advisor success by building clarity, competence, and real-world skills that drive client trust and lasting impact.
Leadership Consulting
Video developed in collaboration with Finesca and Leaders and Managers Program (LAMP) .
Build trusted advisor teams
I help leadership teams attract top talent, create market differentiation, and build cultures that drive lasting growth.
Field Compensation Programs for Talent Attraction and Retention
I work with leadership teams to design compensation strategies that attract top advisors, strengthen retention, and drive long-term profitability. I help you secure talent that fits your culture and future vision.
Strategic Market Differentiation and Portfolio Growth
I create marketing and portfolio strategies that carve out niche positions, enhance advisor messaging, and strengthen your organization's market advantage. My goal is to help you stand out — and stay ahead.
Build Trusted Advisor Cultures Through Communication and Alignment
I help leadership teams shift from transactional sales models to trusted advisor ecosystems. Through clear communication strategies and alignment initiatives, I create cultures that drive loyalty, growth, and a lasting market edge.
Speaking Engagements
Inspire resilience and leadership.
I deliver powerful stories and leadership experiences that challenge teams to think bigger, lead stronger, and achieve more.
Resilience and Inspirational Storytelling
I share real stories of resilience, courage, and personal transformation to inspire audiences to embrace challenges and unlock their full potential.
Leadership Development Experiences
I design and deliver leadership programs inspired by elite organizations like West Point, Gettysburg, and Yale's Team of Teams, helping teams think bigger and lead with greater impact.
The Trusted Advisor Journey from Launch to Mastery
I guide advisors through the career journey from launch to mastery, offering tangible strategies to build confidence, credibility, and long-term success.
Leadership and Advisor Workshops
Video developed in collaboration with Hoopis Performance Network.
Develop high-impact advisors
I lead workshops that sharpen recruiting, accelerate advisor growth, and build purpose-driven, high-performing teams.
Recruiting and Retaining Top Talent
I teach leadership teams proven strategies for recruiting and retaining the best advisors, helping you build a foundation for sustainable growth.
Developing Advisors into Trusted Professionals
I equip advisors with the core skills — confidence, competence, credibility, and composure — to build thriving, resilient practices that deliver real value to clients.
Defining Role Clarity and Deepening Purpose
I help advisors define their roles, understand their daily impact, and connect deeply to the purpose behind their work — strengthening both culture and performance.
Testimonials.
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![Joey Davenport, President Hoopis Performance Network]()
Joey Davenport, President Hoopis Performance Network
“Greg is a true servant leader with a passion for sharing his 30+ years of industry-leading experience to elevate organizations and their leadership teams. His bold vision for embracing change and ability to lead his team to execute with precision has been an inspiration for me. Now organizations have the opportunity to learn from his experiences, strategies and insights to help them raise the bar significantly.
Over the past two decades, I’ve had the opportunity to experience Greg’s vision for creating bold organizational changes and then leading his team to execute with precision. He has developed a great, practical approach to sharing his experiences, strategies and insights to help leadership teams elevate their game.”
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Thomas Biljan, Chief Recruiting Officer at Northwestern Mutual, Metro Detroit
“Greg has an incredible way of organizing and rallying a team to get the best out of them.
He is a proven results-oriented leader that has seen it all in the insurance industry. He even went through a corporate shutdown that saved the company and he has reflected on this in his speaking engagements.
His energy and enthusiasm is reflected in the work he does.”
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Jim Bologna, Founder/CEO of B File System
“In my 25 years in the multi-line and financial services industry, I’ve worked alongside many strong leaders—but Greg brings something truly special. His ability to connect with people, speak with clarity, and develop trusted advisors is remarkable.
Greg works closely with leadership teams, not just to teach—but to elevate. His presence in agent education brings depth, relevance, and real-world value that’s often missing. Any organization serious about growing their people and strengthening their culture would benefit from his insight and influence.
Simply put, our industry could use more of what Greg brings to the table.” -
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Mark Jarrait, Insurance Agent/Agency Owner, Farm Bureau Insurance
“Greg believes that the purpose of trusted advisors is providing peace of mind and financial resilience.
He has spoken to large and small audiences for the last 15 years and makes it his personal mission to have his audience leave feeling inspired but also resolved in their purpose and ability to be impactful as the best version of themselves for their clients, family, and community.”
