Essentials of Leadership and Management

The Essentials of Leadership and Management

Learn the ropes of field leadership from those who have already climbed them to the top.

“The final result: Participants leave the class with an extensive, customized business plan to guide their organizations for the next 10 years.”

In this intensive, five-day program, get an in-depth view of five essential elements of the field leader’s job:The final result: Participants leave the class with an extensive, customized business plan to guide their organizations for the next 10 years.

  • Leadership, vision and values
  • Recruiting, selection and retention
  • Training, supervision and accountability
  • Personal development and goals
  • The business plan.

 The Essentials offers —

  • Certified, respected, veteran instructors with extensive industry experience
  • Guidance, direction and perspective from Master Agency/Master Firm Award qualifiers throughout the program
  • An interactive, dynamic learning environment using a variety of media
  • The option to receive a 360º leadership assessment and to register for post-class coaching services.

Leave the class with an extensive, customized business plan to guide your organizations for the next 10 years.

Open-enrollment classes are offered at least twice each year.  Our PMG partner companies can also schedule private company classes for their field leaders.

PMG RESOURCES

Pricing Options

 

Agenda At-A-Glance

Sample 360 Assessment Report

Coaching Services

 MEET THE ESSENTIALS COACHES

Bob Arzt, CLU, CHFC, LLIF

PolarisOne/InsuranceCoachU
10216 Sweetwood Avenue Rockville, MD 20850
301.610.5624 [email protected]
www.insurancecoachu.com

As the founder and developer of Polaris One and InsuranceCoachU, Bob Arzt has earned a unique identity as a coach and mentor for field leaders and producers in the insurance industry. Bob is deeply committed to providing advisors and field leaders with the coaching tools that help them reach their goals, he is fully invested in the growth of each individual.

A pioneer in the coaching arena, Bob has successfully mentored countless professionals and guided participants through major periods of change and growth. Bob has more than 30 years of insurance industry experience and applies his skills in every aspect of sales, training, recruitment and development. He has a long-standing reputation for fully understanding the industry and knows how to deal with the problems field leaders face on a daily basis. Whether you are interested in seeing dramatic improvements with your recruiting results or just want to bring your operation to the next level, Bob has the track record to get you there.

Bob has also directed the training and development departments for major insurance companies and has provided leadership at LUTC and The American College. Bob is a GAMA-certified coach for The Essentials of Leadership & Management program. He has written many articles for publications such as Advisor Today Magazine and GAMA International Journal.

The Polaris One Essentials Coaching Program

The Essentials coaching program through Polaris One/InsuranceCoachU is a 4-month program. Essentials Coaching Groups meet via teleconference for one hour, twice per month. The calls are recorded for future reference and email support is available between sessions. Groups are small to ensure individual attention. Using material from The Essentials, participants discuss the topics in-depth and share ideas of what has and has not worked for them. Members set individual goals and are held accountable for reporting results back to the group. Goals and accomplishments are posted on a secure Member’s Only website and are updated by each individual online.

Program Cost

Polaris One/InsuranceCoachU offers discounts to graduates of The Essentials of Leadership & Management course. The discounted price for the 4-month program is $500.00 per participant.

“Working with Bob Arzt has dramatically improved my relationships with my agents which has led to productivity gains and an improved operational environment in my agency. Bob’s Executive Coaching dovetails perfectly with GAMA’s Essentials of Leadership & Management course. Having laid out my strategic 10-year vision, Bob’s coaching provides the feedback and accountability necessary to guide me through my operational goals and keep me on track.”
Darius E. Mark, LUTCF
Agency Manager
The Baltimore Life Companies

For more information, contact Bob Arzt at [email protected] or visit his website at www.insurancecoachu.com.

 

Machen MacDonald, CPCC, CPSC

ProBrilliance! Leadership Institute
12114 Polaris Drive, Suite 888
Grass Valley, CA 95949
530.273.8000
[email protected]
www.probrilliance.com

Machen McDonald is a Certified Professional Coach, Certified Comprehensive Sales Coach, inspiring seminar leader, effective workshop facilitator and a #1 bestselling author.

He began his financial services career in 1989 as an agent with The Mutual of New York. As a perennial qualifier for company and industry production awards, he was quickly promoted to management.

Due to his success in recruiting, training and production for his agency, he advanced into home office executive positions within his company. As National Director of training and implementation, he was responsible for the creation and implementation of the company’s field and management training and for developing business plans and accountability coaching.

Machen now heads the ProBrilliance! Leadership Institute, a leadership coaching firm dedicated to the professional development of financial services managers.

The ProBrilliance Essentials Coaching Program

The Essentials coaching program through ProBrilliance is a 10-week program. Essentials Coaching Groups meet via teleconference for one hour, every week. Based on the ProBrilliance R.P.M. game, participants identify 3 goals—a Recruiting goal, a Producing goal and a Managing goal. The program includes 9 master lessons and a final check-in call that focus on awareness, action and accountability to support the subject matter of The Essentials of Leadership & Management. Participants are assigned an “Accountability Buddy” for support and daily check-ins. Participants have 24/7 access to an on-line habit tracker that calculates progress on their goals and activities.

Program Cost

ProBrilliance offers discounts to graduates of The Essentials of Leadership & Management. The discounted price for the 10-week program is $498.00 per participant. 4 person minimum.

“As a graduate of the GAMA Essentials of Management course last October, I was concerned about putting the material learned into practice. Machen’s follow up group coaching and RPM Game were perfect to help me with the development of the habits and activities necessary to achieve my recruiting and production goals. The weekly conference calls and the buddy system are the necessary accountability pieces of staying the course. I would recommend Machen and his firm, ProBrilliance as the next logical step to carry out the lessons learned from the GAMA course.”
Ron Flowers
Flowers Financial Group

For more information, contact Machen MacDonald at [email protected] or visit his website at www.probrilliance.com.

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Kelli McCauley

KELLI MCCAULEY
President
MK Performance Group
2240 Encinitas Blvd, Suite D294
Encinitas, CA 92024
858.759.7006
[email protected]
www.mkpgroup.com

Kelli McCauley is an executive coach, facilitator and speaker who works exclusively with high potential leaders within the Life Insurance and Financial Services Industry. Specializing in improving leadership effectiveness and bottom line performance, Kelli has worked with our industry’s best and brightest General Agents, Managing Directors and their Sales Management team, along with key partners in the Executive Suite of Corporate Home Offices. Many of Ms. McCauley’s clients are GAMA main platform featured speakers and several directly share their wisdom as part of the Essentials of Leadership and Management program.

By using highly regarded leadership and coaching programs, Kelli and her team are able to help clients identify, retain and maximize talent for increased growth, leadership and profitability. Kelli works closely with her clients to generate fast track success, while avoiding burn-out and maintaining balance.

Through initiating a proven coaching, leadership and strategic process, MK Performance Group’s clients realize outstanding performance in short periods of time. They continue to report break-through results in their business objectives, combined with increased levels of Emotional Intelligence, promotability and satisfaction.

The MK Performance Group Essentials Coaching Program

The Essentials coaching program through MK Performance Group is a 4 month interactive and engaging program. Essentials Coaching Groups meet via teleconference for one hour, twice a month. Participants identify 3 goals—a Recruiting goal, a Production goal for their team and a Leadership goal. The program includes 8 mastermind calls that focus on best practices, achieving key business objectives, plus execution on the subject matter of The Essentials of Leadership & Management. Participants are assigned an “Accountability Partner” for support and regular check-ins.

Program Cost

MK Performance Group offers discounts to graduates of The Essentials of Leadership & Management. The discounted price for the 4 month program is $135.00 per participant per month.

“As part of a powerful profitable organization, I was quite skeptical regarding the quantifiable impact outside coaching/consulting could have on our firm. Kelli recognized this quickly and was able to rise to the challenge. Her philosophies and methodologies in coaching were very consistent with our bottom line performance based growth and business plan. She is an “in your face, goal focused, visionary thinker”. Her coaching, both on a team and individual basis, has had a long-term impact on our future development and on my personal goal achievement.”
Josh Becker
General Agent
Strategies for Wealth Creation and Protection

For more information, contact Kelli McCauley at [email protected] or visit her website at www.mkpgroup.com.

 

Supervisor’s Guide to ROI

What The Essentials graduates have to say about the program!