BAI Accountability Coach
Jeff has helped hundreds of advisors achieve a higher level of success over the past nine years and he has more than 15,000 hours of coaching experience within the financial services industry. Jeff specializes in holding financial advisors accountable for implementing our Values-Based Financial Planning™ Turn-Key Business Model that leads to their Ideal Lifestyle in four years or less.
Jeff has developed into a caring and insightful coach who can motivate and inspire others to do the work that they might otherwise not do on their own. He has a way of “cutting through the noise” and seeing things for how they truly are, helping others get “unstuck” and move onward toward achieving their goals. BAI clients find Jeff to be capable of producing great results, as well as being personable, caring, prompt and creative.
Jeff has a bachelor’s degree in business management.
What Jeff's Clients Are Saying
Jeff was my Accountability Coach at BAI for two and a half years. During this time, he guided me in setting my goals and held me accountable to my actions. As a result, I now have a business with predictable annual reoccurring revenue more than twice my personal income, and the ability to take at least two months off each year. If you haven't had a chance to work with Jeff, I highly recommend that you start now and immediately follow his guidance and advice.
– Thomas Moore
A great Accountability Coach... each time when the tendency is to take the easy path... Jeff has been the one to focus me back on the right track. Easy going... yet tells the truth and calls it as he's sees it in my best interest; a real nice bloke who gives me the confidence to build an outstanding business. Thanks, Jeff, you’re a legend.
– Denis O'Callaghan
Jeff has a remarkable ability to focus on a goal and do what it takes to achieve it. He inspires me by his persistence, integrity and understanding of the nature human beings. While working with Jeff my business turnover has doubled, my predictable revenue per client has tripled and the time I spend on holiday has increased. Since I re-hired Jeff in 2010 I have discovered a focus and renewed passion for my work which is starting to produce even better results.
– Mike MacLeod
Jeff has worked with me as my Accountability Coach for the past four years. His caring personality, willingness to listen, and attention to my business and personal goals have made working together a pleasure. Jeff is a punctual, prepared and an extremely encouraging person; as one of the senior accountability coaches at BAI, would be an obvious first choice for any advisor to work with.
– Jack Wenaus