

We BELIEVE Courageous Wealth Professionals deserve TOTAL BUSINESS CERTAINTY.
Our program provides a pathway for advisors to gain TOTAL BUSINESS CERTAINTY through maximizing 9 accelerators that provide advisors Clarity, Capacity and Energy to become Courageous Wealth Professionals. Join the the 2% of top advisors and ride the green line to Forum. You are never closer than you are now to jumping onto the green line. Inaction leads to drift and dissatisfaction. Make the decision to make massive action and jump onto the green line.

“I felt like I was hitting the ceiling and I just needed that little bit of push and that little bit of guidance. Now I feel a whole lot more confident because I’m delivering something that’s clear, understandable and the clients are taking action.”
Chelsea Willams | Financial Advisor

“My first year into the program I’ve been able to make forum for the first time. If you’re on the fence about… the R 10 program, the answer is unequivocally yes. Because I can say I wrote an additional $200,000 of premium just based off implementing strategies that I’ve learned.”
Steven Wilt | Financial Advisor

“R10 gave me the structure, accountability, and intentionality to turn my vision into something real. Production is up 30%, and my premium continues to grow every month.”
Bhavna Ahluwalia | Financial Advisor

“Tim tells you at the beginning that this program will pay for itself and it surely does. It definitely paid for itself within the first three months of coaching”
Reggie Browley | Financial Advisor

“R10 gave me the structure, accountability, and intentionality to turn my vision into something real. Production is up 30%, and my premium continues to grow every month.”
Billy San Roman | Financial Advisor

“I was getting pretty burnt out. I felt like i was spinning my wheels and I wasn’t really having a ton of success. Thats why I went to R10 Coaching. From day one, I started to build that confidence I needed. These last 6 months have been very transformational.”
Aaron Shapira | Financial Advisor

“After the first one hour meeting, I made the whole year’s coaching cost up within like the next 10 meetings. It was just immediately applicable. The value just comes in droves. To me, it’s the best investment I made in my business.”
Craig McLane, CHFC®, CFP® | Financial Advisor

“What really got me sold on R10 coaching was the proven processes that were just easy to come in and drop into my practice. I had my best year ever. I’ve had my highest new clients and highest lives in the past three years… and improved my premium per life significantly.”
James Irwin | Financial Advisor

“Tim really fills up your cup. You might be optimistic, but he will fill it up even more. He gets you thinking positively about this career, no matter where you are at in the career. I’m probably one of the more longer tenured people in the program, but it is for anybody at any stage of the business.”
Nick Lamanna | Wealth Management Advisor

“Tim told me, ‘I’ll give you the blueprint. You just got to do it.’ From then it’s been a dramatic change. The way that I feel now when I’m making recommendations, the way that I feel when I’m talking to people about what I’m recommending is so much better because it’s tied to a core belief. I have a philosophy now.”
Caleb Posey | Financial Advisor

“I have always dreamed of some of the production numbers that I have put up in the last year after onboarding with Tim. I just didn’t know how to get there. Within the first 2 weeks of working with Tim, immediately I learned a philosophy. It was something I could implement and do over and over. It was something I implemented immediately and just gave me a lot of clarity around the business.”
Alex Coyne | Financial Advisor

“Tim has this unique ability to combine both the IQ and the EQ of the business and just wrap that into a coaching program…. You cannot get to certain levels of success without help, without coaching, without mentorship, without all the things that R10 provides.”
Kai Marshall | Financial Advisor

“[Tim’s] really helped me broaden my horizons, broaden what’s possible…. It really helped me say, ‘hey I’m thinking too small. I need to think bigger and probably faster too.’ I only started working with Tim about halfway through this Awards Year, but Forum was not even on my radar and now we are 30 days away and we are going to hit it.”
Joseph Rodgers, CFP® | Financial Advisor

“Being part of the R10 Community, especially on the Slack Channel, it’s an all go. Folks are constantly encouraging each other. It’s amazing to be able to go in and put in my two hearts for the two clients I set that day. It holds me accountable to setting two new factfinders every single day…. I’m on pace to quadruple my business in one year. It doesn’t even feel real…. It was totally worth it.”
Cody Richardson | Financial Advisor

“If they want to level up their practice, whether it’s premium, production levels, it could be revenue, learning how to build a successful practice, to go ahead and take the shot on R10…. It’s so different when it’s a program specifically catered off your past production. Being coached and mentored by Tim, has you just wanting to do more.”
Nikki Solis, CHFC® | Financial Advisor

“From a production standpoint, I just had my best month ever, which was double my prior best month ever. It’s just stacking gains as they say…. It’s Tim’s next level way of doing things.”
Walter Zabrowski | Financial Advisor

“When you’re inviting Tim and the team from R10 to become part of your corner, you’re really putting a whole lot of octane in your tank.”
Luis Menjivar | Financial Advisor
