“… A Leader Knows The Way, Shows The Way and Goes The Way”

New Business Development

Does Your Marketing & Brand Have Enough Allure?

Team Harmony

Has Your Team Found It’s Perfect Pitch?

Time Management

Do You Have The Capacity To Double Your Business?

Team Architecture

What Team Architecture Will It Take To Get You To The Next Level


…How Will You Manage Your Team’s Lifecycles?

Our Mission:

Building Teams That Go The DistanceTM

Who we are …

  • At the Team Performance Group LLC we provide a depth of understanding and competency in the Financial Services industry not typically found within training organizations. With combined brokerage experience of over 100 years, our coaches have served as successful Financial Advisors, Branch Managers, Area Sales Managers, National Training Officers, Practice Management Coaches and Team Formation and Development Consultants.

  • This experience is also a testimony to our deep familiarity with the challenges and rewards of running a successful business for both individual advisors and teams. And, as a result of our group’s experience we can be very flexible and tailor our programs and coaching to the specific needs of the individual.