Learn how to improve the productivity and retention
of new or young advisors

Precision Leader Ezine
Learn theories, tools, tips, traps and techniques on recruiting, fast-track selection, productivity training, and
methods for improving retention.

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Retention E-Theme
Is lousy retention your biggest agency expense? Let Wayne define key issues and challenges in this E-Theme.

Retention Webinar
Learn how to improve new advisor retention with proven concepts that will make a significant difference in the productivity of young advisors. You'll receive a link and password to this recorded online class with Wayne.

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Wayne Cotton, CLU
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Leader Feedback

“As a leader and coach in the financial services industry, I have successfully integrated Wayne Cotton’s concepts and processes for well over 15 years. They allow me to teach and coach new advisors more effectively by giving them a process and a track to run on. I am able to help them get off to a fast start with confidence, competence and consistency. In addition, the experienced advisors I have coached with Wayne’s concepts were either taught some new skills or were reminded of effective methods they had stopped applying in their business. The advisors who have fully adopted Wayne’s client acquisition concepts have achieved great success in both their business lives and their personal lives. Many are recognized as being in an elite production class in the industry.”

Juli Leith, BA, FLMI, CFP, CLU
The Personal Coach
Waterloo, Ontario