About

is professional business coach and consultant specializing in the insurance and financial services industry.

With over 35 years of experience in retail banking, lending, property & casualty, wealth management, product management and financial technology platform management, George is uniquely positioned to bring objectivity to his clients’ business objectives. For example, with one firm, George led the creation of a technology infused client experience. For another, he guided the firm as they took their 12,000 financial planning engagements to 35,000 and increased their imputed revenue of $8M/yr. to $24M/yr.  In addition to developing and maintaining hundreds of client and advisor resources used to grow and support the business, George also led firms with the financial planning related technology selection, vendor management, deployment and user adoption. Most recently, George’s firm achieved an overall 80% adoption rate of core planning technology with a 93% usage rate, which exceeded industry benchmarks by 15% – 20%.

Throughout these years, George also instructed, coached and consulted with hundreds of advisors as they took their practices to new levels of client experience and business success.

As a professional coach, George helps his insurance and financial services leaders, and wealth advisors:

  1. Bring clarity to the “biggest” thing
  2. Bring clarity to the best strategies to achieve success
  3. Bring clarity to the best actions to take
  4. Bring clarity to the key performance indicators to measure and track
  5. To bring accountability to stay on track

Through this process, George guides individuals to new levels of efficiency and growth.

As a business consultant, George helps his clients achieve results by helping them align their actions and intentions. The process helps clients determine:

  1. “WHY” they exist for their company or clients
  2. “WHAT” they do for their company or clients
  3. “HOW” they deliver their value to their company or clients

George can also be seen and heard in the public space through his involvement with the Financial Planning Association as well as industry and tech conferences. He is also a previous host of the podcast “Your Life, Simplified”. As a frequent public speaker, panelist, moderator or contributor through various publications, George brings subject matter to life through storytelling and audience engagement.


Areas of Expertise:

  • Business Strategy
  • Vendor Management
  • Project Management
  • Product Management
  • Business Development
  • Consultative Sales
  • Generational Communication
  • Employee Assessment Training Design
  • Training Delivery
  • Leadership Development
  • Public Speaking

Education:

  • B.A. Human Resource Management
  • Master of Business Administration
  • MidAmerica Nazarene University

Licenses & Certifications:

• Certified Professional Business Coach
• Extended DISC
• CERTIFIED FINANCIAL PLANNER™
• Securities Licenses: Series 7, 66 & 24
• Life & Health Insurance state license

Volunteer Board Activities:

Financial Planning Association of Greater Kansas City Chapter (board of directors)

  • Director of Pro Bono
  • Director of Programs
  • Director of Membership
  • President-Elect
  • President
  • Board Chair

Financial Planning Association (national level volunteering)

  • Chapter Leadership Conference
  • One-FPA Transitions Task Force
  • Board of Director – Board Liaison for the Technology Taskforce and NexGen committees

InterUrban ArtHouse – Board of Directors (past – Founding Board Member)

George in the public space:

Strengths:

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