Jim LaPinska

Alissa helps me with my mentality about what we do for people. She’s helped with getting my thoughts centered and getting my head in the right place, so that when I’m pursuing or meeting with clients I am laid back and confident. It’s a lot more psychological stuff and less business planning, but it’s really helping me feel confident approaching and making recommendations to high net worth people. I would attribute a lot of my success early on this year to her coaching. We’ve even dabbled in communication with my wife and how to be better with her.