Malory’s Testimonials

Justin McCall

Working with Malory has by far been one of the most insightful, useful and productive investments I have made in my practice since starting with Northwestern in early 2013. I wish I could go back and work with her from the beginning. The insight she has provided has helped me across so many areas – staffing, personal life, production and just general wellness. Since working with Malory, my premium production has increased between 40-50%. I highly recommend this for any Northwestern Rep serious about taking their practice to the next level.

Nick Wilson
West Des Moines, IA

I’ve been coaching with Malory for almost 2 years. Throughout that time I’ve been appointed College Unit Director and currently working toward a GDD contract. Like most, I’ve experienced emotional ups and downs in my business and personal life. The coaching and training that Malory has provided has allowed me to overcome struggles with beliefs around phoning and prospecting as well as moving people to action. I’ve also learned skills to combat and overcome these feelings on a daily basis on my own. In August of 2016, I considered leaving the business because I was struggling. Today, my premium is up 42% to date compared to last year and I haven’t looked back. I would have achieved none of this had it not been for Malory and her support!

Nathan Sachs
Nashville, TN

Malory has been instrumental in helping with my mindset around the control I have over my business. Since I started coaching in 2015, within one year, my premium nearly doubled to the best premium, and I had the best lives and new clients production of my career. This year (2017) is looking to be yet another record setting accomplishment! I’ve gone from shame and embarrassment to pride and confidence in what I do for a living. Outside of being able to help me “get my mind right,” she also is full of tips and tricks that help with my sales process, my ability to connect with clients, and my language. I get cell phone numbers almost all the time when I prospect and I’m not afraid to make a “cold” call or quickly move on from someone I know isn’t worth my time. Who would have thought I’d get to a point where I control when I meet and who I meet? Thank you so much Malory for the work you and your team do day in and day out. You don’t know how often you are referenced in a such a positive light in my conversations with myself (yes, we all have them!) and my loved ones.

Jim Schroeter
Eau Claire, WI

One of the greatest pieces of advice I received when I said I couldn’t afford coaching, is that I couldn’t afford not to pay for a coach. The skills I’ve learned with Malory have allowed me to pass important tests and get my practice accelerated to where I can advise and coach new reps in the business. I’m so excited to see where my business is going and coaching again is a big reason why. My production has definitely seen growth, but additionally, I’ve become a better coach. I’ve seen my ability to lead others get better and have others be able to replicate some of the strategies I’ve worked on with Malory.

Aaron Elder
Moscow, ID

I feel privileged to have had the opportunity to participate in the group coaching session. Malory does a great job communicating concepts and helping coach through themes and challenges universal to financial reps. She engaged each of us on a personal level at various times to work through a specific scenario and be able to learn from the practical application as well as the concepts shared. This truly is a fantastic way to explore if coaching is a good fit for you.

Justin Swift
Moscow, ID

My relationship with Malory has had such a powerful influence in both my personal and professional life. We so often forget to care for our mental and emotional well-being and this job takes a toll on both. She brings both the expertise and encouragement to ask the right questions and deal with the underlying beliefs that hold us back. Through her coaching, I have come to believe that having a 'Malory' on your team is essential in this business. I highly recommend her to any advisor who desires a successful and enjoyable practice.

Matt Blocki
Pittsburgh, PA

The AFR group coaching with Malory has been very impactful to every team member that has participated. Everyone in our practice has gone through or will go through this program. The group coaching has helped us set up personal boundaries, break through communication barriers, and maximize each member's self empowerment to own their share of our practice. I would highly recommend this to anyone building a holistic financial planning practice to build and maintain an elite support group that is your team, not employees.

Jesse Koopman
Middleton, WI

I was first introduced to Unleash Your Practice at 2015 annual meeting. I was very impressed by Alissa, and how she was able to shift my thinking in a positive way in just 5 min of 1 on 1 coaching. I was still really hesitant to move forward on it, but thanks to encouragement from my mentor, I committed to doing the thought work. Little did I know what kind of path I was starting down.

My first session with Malory was pretty much what I expected. A kind of meet and greet and get some helpful tricks. What really struck me though was how well she was able to read me. She focused on really meeting me, and understanding not just my situation, but my heart. As the weeks have turned into months, I’m not sure there has been anything in my life that has helped me more to find not just success, but happiness in what I do.

Starting off in this business has been very difficult for me despite strong convictions about the important role we play in people’s lives. Malory has been a huge force in my life to help me find myself, be myself, and feel good about myself. Through that, I’ve developed better, more genuine relationships with my prospects and clients leading to a lot more success.

I cannot recommend working with Unleash Your Practice and specifically Malory enough. It’ll cost you some time, some money, and a lot of emotional energy, but it’s worth way more than you can ever put in. Put your trust in her, be vulnerable and she will do amazing things for you. I’m honored to be her client, and proud to call her a friend.