"I've received coaching from Jon for 18 months. When I started, I knew I had a few limiting beliefs that kept me from realizing my potential as a financial advisor.  With Jon's counsel, I became aware of why I was feeling stressed and not setting higher goals. I began to implement strategies to achieve a more balanced and holistic vision of success, both personally and professionally. 

The results of coaching have been stellar. I'm taking more time for myself while realizing the best financial results of my career. I achieved NYL Chairman's Council for the first time in my career in 2021 and I'm on pace to achieve chairman's council for 2022. And best of all, my relationships and health have improved because I've learned how to change the way I think about myself. I recommend Coach Jon!"  --Brenda B., NYL, Financial Services Professional, Yakima, WA

"I am so incredibly grateful for my work with Jon, because without it I would have little to no awareness. How can I lead someone through the financial planning process and help them gain awareness if I have no awareness in myself? The beauty of becoming aware of yourself, your practice, and your clients is that positive actions are a natural byproduct. I have seen first-hand on several occasions where my awareness has enabled the client to find their own sense of awareness. In my case, this simple change to focus on gaining clarity has revolutionized my practice. Since working with Jon, I have had the most profitable, revenue-generating months of my entire finance career.” -- Lindsey L, Director of Wealth Management Services, Austin, TX

"I've worked with Coach Jon for the past 6 months. I'm making more money and my relationships are better. I learned how to focus on what matters most and create a process that helps me stay focused. I've let go of what I can't control, which gives me more clarity, peace, creativity, energy and I'm having more fun! I can't recommend Jon's value enough!" Tracy C., Regional Vice President, Equitable, Greenwich, RI

Before I started working with Coach Jon, I felt like I was on the hamster wheel every day, running as hard and fast as I could, never able to take a breath and catch up, but unable to continue growing my practice despite all the hard work and effort.  In two short months of working with Jon, he has worked with my assistant and me on our MindScan’s so we have a clear understanding of our natural strengths and weaknesses in our thinking, he has guided us in segmenting my book of business to allow me to identify my ideal clients, have clarity on which clients I should be focusing my time and energy on, and practical ways to “wow” those clients with world class attention and service, and he has given us strategies to leverage the strengths of my assistant to make sure my clients are taken care of and my calendar is full.  Because of that coaching, the joy and satisfaction of being an advisor is returning, I feel more confident and effective in what I am doing, and the hamster wheel race is becoming a thing of the past.”  Scott A, Asheboro, NC

“When I first talked to Jon, I didn't have the enthusiasm for growing my practice that I desired. My work with Jon helped me realize I was not handling conflicts as they came up and he helped me understand why. With this awareness, I was able to start reacting differently. The results have been noticeable; I feel better, have more patience and focus. I now have the enthusiasm for growing my practice that I want and the clarity for taking action that I was missing!” — Jane S., Financial Advisor

“As a financial advisor striving and pushing for constant growth, I knew I needed to take time to evaluate my business and have a coach keep me honest. As life got more frenzied, I was struggling to find balance and purpose. Through my coaching sessions with Jon, he helped me realize a more fulfilling and harmonious life, faster and easier. This helped me to identify my own pitfalls and to use my strengths to be more efficient. The process helped me value time to focus on myself.  Jon is able to act as a filter, directing and guiding ideas to create a more productive business. I really look forward to our calls, knowing that I am learning more about myself and growing into a better advisor as well as creating a brighter future for my business.” Mackenzie K., Brookfield, CT

"I feel rejuvenated, confident, and calmer, which has led to improved clarity and decision making. Jon helped me develop clear intentions towards living my life on purpose. I’d recommend Jon to anybody who wants to grow.”

— Tony A., VP of Sales, Toronto, ON

"I would encourage anybody who seeks energy and a holistic approach to life to work with Jon. Learn from his examples and teachings a wonderful way see the world and to grow and prosper."

— Steve B., Chief Marketing Officer, San Francisco, CA

"Working with Jon has allowed me to recognize when I'm over-reacting to stress and to trust my intuition for self-care. This has allowed me to feel more authentic and confident, which in turn has made me more productive at work and more content in my personal life."

— Melita E., Environmental Scientist Consultant, Austin, TX

"What I liked about working with Jon was his deep insights into what it takes for women to work, compete, and succeed professionally. Jon not only was able to identify and help me understand the issues that I was dealing with personally, but he was able to help me understand how these issues were driving my professional life. I was able to find the source of my true power and strength and be effective beyond what I thought possible."

— K.H., Austin

“Jon’s untiring pursuit of the truth in any situation has served me well both personally and professionally. He has found his true calling."

— Kevin O., So. Bend, IN

"What I liked about working with Jon was his deep insights into what it takes for women to work, compete, and succeed professionally. Jon not only was able to identify and help me understand the issues that I was dealing with personally, but he was able to help me understand how these issues were driving my professional life. I was able to find the source of my true power and strength and be effective beyond what I thought possible."

— K.H., Austin

"Working with Jon has allowed me to recognize when I'm over-reacting to stress and to trust my intuition for self-care. This has allowed me to feel more authentic and confident, which in turn has made me more productive at work and more content in my personal life."

— Melita E., Environmental Scientist Consultant, Austin, TX

"I would encourage anybody who seeks energy and a holistic approach to life to work with Jon. Learn from his examples and teachings a wonderful way see the world and to grow and prosper."

— Steve B., Chief Marketing Officer, San Francisco, CA

“Jon’s untiring pursuit of the truth in any situation has served me well both personally and professionally. He has found his true calling."

— Kevin O., So. Bend, IN

Eva Cristina Calderon, Siente TV Host, Portland, OR