“I appreciate your experience and expertise! I wish I had a coach like you when I was first starting in the business.”
— Cullen Lavoi, Financial Advisor
“Heather and her team have been exceedingly helpful to both my leadership team and to my U5’s. They bring three things that are of great value to us:
1. Many years of expertise when it comes to the finer points of activity coaching and what it takes to succeed as a new advisor.
2. Objectivity when it comes to coaching that is difficult to have when you are actually in the same office day to day with the new rep.
3. A deep caring that only comes from someone who truly cares.
We are very grateful for Heather and her team and the positive effect they are having on our growth.”
— Jim Zara, Managing Director
“Heather Price was a true blessing to me and my business!! From the start, it was very easy to open up to her and allow her to really coach me in my financial planning practice. She’s kind, genuine, and she does a great job at hearing what your personal/professional goals are and gives realistic advice on how to achieve them. She’s helped me with everything from breaking down my numbers, tweaking my phoning/closing language, and most importantly asking me how I was feeling and really listening if I was ever struggling.
By the end of our coaching sessions, I always moved forward with my day feeling better about myself and today I feel like I gained a true friend. I have learned so much from her and am so happy to have her in my corner. If you’re contemplating doing coaching sessions with her, do it. You won’t regret it!”
— Allison Prendergast, Financial Representative
“Heather is relatable and pulls from personal experience. I love how she engages the audience. Her training was very interactive, and her positive personality made it so fun to be here.”
— Danielle Paprocki - Sr. Director of Recruiting & Development
“Heather facilitates our study group for entrepreneurs. She is an excellent listener, helps build synergy quickly among the members in our group, and is incredibly kind. I look forward to seeing her and collaborating each month.”
— Tory Garber, Financial Advisor
“I tell everyone in this office that Heather’s coaching saved me!! She was my saving grace that I didn’t’ even realize I needed. The ability to have both business conversations AND personal conversations was a huge factor for me. Like most women, if I am not feeling great personally, I am definitely not feeling great professionally. She was the best of both worlds on days that I needed a kick in the butt versus days that I needed to just talk through personal matters. Some days it felt like Heather knew me better than I knew myself, as she provided me tips and tricks that were personalized just for me.”
