Welcome

I am a Business Consultant that works with advisors helping them to visualize their potential and opportunities. Top performers often need more than one coach to inspire them in all possible manner to maximize their own performances. A few of my advisors had the privilege to work with Pine Tree Coaching & Consulting during the pandemic year and they have helped set the bar higher and inspired each of them to make positive transformations.

Working with the team at Pine Tree is something I would suggest to any current/future client who wants to receive genuine, thoughtful engagement.  I am a Financial Services Veteran and I consider this a partnership that has definitely yielded success – in both overall engagement and production.  Reach out to Pine Tree today!

In my opinion, Will is not just a Coach by trade, its the kind of person he is. He takes a genuine interest in the well-being and success of others. He inspires, reveals talents - he has a natural aptitude for bringing out the best on others. Will's support and advice showed me how to run a more efficient and effective business. He helped me build a business I love running for my clients. And he's probably one of the easiest people to talk to. I could go on - I honestly can't say enough good things about Will.

I have been working with Pine Tree for the last 5 months. 

Will has helped me design a more effective calendar, prioritize pro-business 

activities and fine tune my client approach. 

He has in-depth knowledge of our business systems and guided me in strategies 

to maximize my business efforts. 

I am glad I had the opportunity to work with Pinetree Coaching and Consulting. 

Thank you Will! 

We have had the pleasure of utilizing Pine Tree's coaching for some of our more challenged advisors.  After years of the same messaging, Will and Keevin were able to come in and make an immediate impact on our advisors production and business management.   Will’s professional approach and attention to weekly activities and focus has helped to double some of our advisors production numbers while having positive impacts on each and every advisors they worked with.  I can’t say enough about this service

We had the opportunity to implement the “Coach on Call” services of Pine Tree Coaching & Consulting. It was such a great decision for us, creating value, sales growth and clear direction for several members on our team.  Connect with them to move ahead in goal setting, business planning, and more. Thx Pine Tree!