Online Training: Coaching


Our online coaching is an exclusive program for top-echelon investment advisers and product wholesalers looking to take an already successful business to the next level. Online coaching was developed for those who want to use technology to enhance their proven business-building talents.

Conducted one-on-one and in small groups, the program is specifically designed to increase effectiveness in client servicing, marketing and prospecting.

Coached by Kip Gregory, participants identify target markets, then construct and implement a plan for penetrating those markets. The program requires a commitment of four to six hours monthly (no more than an hour at a time) for 6 to 12 months and a pledge to complete and submit assigned individual work on time, without exception.

Curriculum is customized to meet specific objectives identified by each participant. Modules might include topics such as prospecting on the Web, systemizing your marketing, improving client communication, managing contact information, or power presenting.

Ready to begin? Please contact The Gregory Group for more information.

Do you want to take coaching to the next level? Check out The Gregory Group's custom coaching program!

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