Success Stories From A Panel Of Financial Industry Entrepreneurs
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STRATEGIC COACH® LIVE Panel Discussion Secrets To Success:Financial Industry Panel Discussion
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Visualize New Possibilities And Get Inspired
Join Matt Yonke for a one-hour webinar where he’ll interview four Strategic Coach® entrepreneurs who will share insights into their success and answer your questions.
Meet Our Panelists:
Mark B. Murphy, CLU®, ChFC®
CEO at Northeast Private Client Group
#1 Forbes Best-in-State Financial Security Professionals (New Jersey), #10 Forbes Best-In-State Wealth Advisors, #15 Forbes Top Financial Security Professionals in the Nation
Bryan Sweet, CLU®, ChFC®, MSFS
Managing Partner at Sweet Financial Partners
Forbes Best-in-State Wealth Advisor (Minnesota), Amazon #1 Bestselling Author, and creator of the Elite Wealth Advisor Symposium
Chris Kowalik
Founder/Owner of ProFeds
Federal Retirement Expert, Speaker and Coach to Federal Employees & the Financial Professionals Who Serve Them
Josh Bannerman, CFP®
Founder of Bannerman Wealth Management Group
Co-Founder of the Stacking Benjamins podcast
Our panelists will talk about their experience in Strategic Coach® and how the Program has helped them grow their businesses by providing:
- Tools for thinking and planning—proven by more than 20,000 business owners.
- Results-focused coaching by experienced, successful entrepreneurs (not “life coaches”).
- A like-minded peer-group—entrepreneurs who help lift your thinking out of the day-to-day running of your business so you can see new possibilities.
Save your spot for this exclusive live panel to hear exactly how these talented entrepreneurs have achieved extraordinary results.
Date: Tuesday, January 27, 2026
Time: 12 p.m. ET | 9 a.m. PT | 11 a.m. CT | 5 p.m. GMT
Duration: 1 hour
Meet Your Host
Matt Yonke has been a Membership Advisor with Strategic Coach since 2008. He has a passion for helping entrepreneurs find the path that will lead them to the greatest growth and success.
Here’s what our members are saying about The Strategic Coach Program:
Strategic Coach is the best investment I have ever made as an entrepreneur. The thinking tools, team frameworks, and community have changed my life in so many ways—my family, my partnerships, my real estate businesses, and my relationships. I am truly grateful to be a member of this program.
John Monteiro, CEO of Texas Multifamily Investor Network & Co-Founder of reVISION Masters
For my birthday, I bought myself a present—I joined Strategic Coach. It changed my business, but it also changed my life. I was a successful but one-dimensional founder before Coach. Entrepreneurship felt really lonely. Coach gave me frameworks, tools, and, best of all, a community of people who 'get me.' I’m a better leader because of Coach. I’m also a happier human … and I’m incredibly grateful. Entrepreneurs—join us! It’s the best gift you can give your business, your team, your family, yourself.
Stacy Havener, Founder & CEO of Havener Capital