Success stories from a panel of entrepreneurial independent financial advisors
Visualize New Possibilities And Get Inspired
Meet Our Panelists:
Chad Willardson, CFF®, CRPC®
Founder of Pacific Capital and Co-Founder of GravyStack
5x Best-Selling Author, Forbes 2024 Best-In-State Wealth Advisor, Five Star Wealth Manager Award, Writer for Entrepreneur & Forbes Business Council for Entrepreneurs
Carolyn Nolan, CFP®
CEO of The Nolan Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
Named to Forbes Top Women Wealth Advisors 2018-2023,
Forbes 2024 Best-In-State Wealth Advisor
Tom Ruggie, ChFC®, CFP®
Founder and CEO of Destiny Family Office and Ruggie Wealth Management
Forbes 2024 Best-In-State Wealth Advisor (#1 in Florida), InvestmentNews 2024 RIA Team of the Year, 12x Barron’s Top 1,200 Financial Advisors
Chris Doughty, CFP®, CRPC®
President of Gentian Financial, Inc. and Branch Manager at RJFS
Forbes 2024 Best-In-State Wealth Advisor, Barron's 2024 Top 1,200 Financial Advisors
Watch this exclusive panel discussion to hear exactly how these talented entrepreneurs have achieved extraordinary results.
Duration: 1 hour
Join Matt Yonke for a one-hour webinar where he’ll interview four Strategic Coach® entrepreneurs, all independent financial advisors, who will share what they’ve learned and achieved in The Strategic Coach® Program.
Our panelists will share 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.
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 clients 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