Benchmark Business Group

Our History in Financial Services Industry

Designed specifically for the Financial Services Industry
Benchmark Business Group opened as a licensed E-Myth coaching center in 1999.  Since the beginning, our business coaches have worked with various industries, including the financial services sector.  

In 2006, our business coaching center began working extensively with financial services business owners. Our remarkable business coaches and their agency business owner clients, were achieving unprecedented success in designing Agencies to run with less chaos and grow exponentially. The results were quantifiably proven through:

  • increases in new clients
  • increases in the number of product lines per client account
  • higher percentage of clients retained
  • increases in referrals from existing clients

In addition to the growth of clients and new business, our Financial Services clients were taking more personal time away from their business. 

The Successes were so Compelling

In 2008, we were challenged by one of our client companies, a provider of multi-line products, to design an industry- specific coaching program. While our client loved the results they were getting, they wanted an industry- specific program with customized tools and resources that would make it easier for their Agents and Advisors to experience success. 

We took the challenge and along the way discovered that the business model for most financial services businesses was flawed.  As we realized the key design flaws we created the Optimal Outcome Coaching Program.  Since its creation, we’ve gone on to assist hundreds of Financial Services business owners build a business of value.  A business that is designed for unlimited growth while eliminating burnout.

Our Financial Services Business Coaches

Our Financial Services Coaches have coached and consulted at all levels of the Financial Services industry. With over 40 years of combined financial services industry coaching experience and over 50 years of business coaching experience, Benchmark Coaches have worked with hundreds of Agency owners to transform the results they achieve; individually, and through their Agencies.

Optimal Outcome business coaching for insurance and financial advisors

Designed for financial services professionals who are ready to achieve amazing results.

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