Creating Change
for Exceptional
Business Growth

Red Flag is a training and consulting firm that turns
the people inside teams and companies into a catalyst
to fast and sustainable growth.

Red Flag delivers something different: We change
companies through people, not products.

Your company can’t grow without change — the same strategies brew the same results. Sure, a new product or service can create a temporary lift to your bottom line, but to construct sustainable outcomes, your company needs to change its long-term strategy where it counts: its people. Red Flag spurs this change by training your company in leadership and team building, with the expertise of a retired Navy Admiral serving 31 years as a SEAL; in organizational alignment, with the acumen of a former CEO of multi-billion-dollar life insurance companies; in sales performance, with the prowess of a past president and chairman of board of the Forum 400.

services

LEADERSHIP
Red Flag trains your company to identify and create dynamic leaders so your company can achieve better business outcomes.
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When your company aligns the discipline of leadership to its people, you become better equipped to achieve fast and sustainable results.
TEAM BUILDING
You can’t have a high-performance culture without a high-functioning team, and no one knows how to build teams like Red Flag.
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Red Flag trains your company with the same time-tested practices the US Navy SEALs rely on to build elite teams who get the job done.
STRATEGY
Red Flag crafts strategy to make your company revolutionary, not substitutable, so it will stand out in an increasingly competitive marketplace.
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Unlocking your customer value in ways your competition isn’t will increase your ability to capture new demand as a business.
SALES PERFORMANCE
The best sales organizations have hidden growth and profits in excess of 25% waiting to be harvested. Red Flag's proven methods will uncover them.
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Red Flag delivers sales performance initiatives that teach tactical excellence to harvest growth where it matters most; in your daily sales activities.

There’s a Better Way To Improve Sustainable Growth and Profitability

Explore our Resources to see how Red Flag’s expertise and experience can impact your company’s long-term objectives. Our team delivers fast, predictable, and measurable strategies to our clients by linking leadership, team building, and sales performance within your company.

There’s a Better Way To Improve Sustainable Growth and Profitability

Explore our Resources to see how Red Flag’s expertise and experience can impact your company’s long-term objectives. Our team delivers fast, predictable, and measurable strategies to our clients by linking leadership, team building, and sales performance within your company.

testimonials

  • “Red Flag has changed the way we are building our advisory firm, giving us key insights into how to quickly spot and eliminate inefficiencies that are putting a drag on our business and keeping our team from achieving its full potential. Red Flag has helped our firm deliver more value today for our clients, the team and myself; I wish we had started this program 10 years ago.”

    Cory Hart Perennial Industry Top Producer, Hart Financial Group
  • “For 20 years I tried to get my firm nominated for the” Top Work Place” in Austin, after the Red Flag program my company made it to number 12 on the list of 200; something we hadn’t been able to do in 10 years, the next year we made it to number 7. My people are doing things at the firm because they want to, not because they are told to. Red Flag shifted our entire culture, employee engagement and productivity in less than 6 months.”

    Mike Priede Managing Partner, MetLife Premier Client Group
  • “When you look at the ultra-affluent marketplace, our industry has seen client procrastination reaching all-time highs. Our own firm has seen this up close; the professional advisors to a $250 million dollar family had been trying to get their client to address their liquidity shortfall for close to five years with no action. We were introduced to the family and had a meeting with them 2 days after returning from Red Flag’s client engagement program and we applied Red Flag’s approach and systematically advanced the case to where the family finally agreed to a situation analysis and in less than one week following the first Red Flag session we accomplished something with this family that their professional advisors hadn’t accomplished in all the years they had been working with them – we advanced the case to a close; reaching an agreement and a commitment to have life insurance play a major role in addressing the client’s liquidity shortfall and an application for a $500,000 annual premium. Incidentally as I write this we now have completed paperwork to complete the second phase of the plan for this client which will exceed $1m of premium. In total we will have implemented a $65M insurance portfolio.”

    Matt Davis Industry Top Producer, Oakmont Group, Lion Street Owner & Board Member
  • “Recently we acknowledged that parts of our recruiting process had become outdated. We found that over time our recruiting conversations were beginning to drift from our actual brand and our unique business proposition. One impact this had was leading to recruiting cycles that were getting too long. In a few cases we had prospective recruits, potential Lion Street Owners, in the pipeline for close to 2 years. After the Red Flag strategic recruiting program many of these marquee advisors were re-engaged and the decision to become a Lion Street Owner was reached in less than six months with a few in less than 90 days! We are having more consistent and effective conversations with some of the industry’s most respected and admired producers as a result of our workwith Red Flag and our average recruiting cycle has been reduced by 40%.”

    Bob Carter Founder & CEO, Lion Street

Let’s Get Started

Your company’s needs are unique, and there’s no blanket solution to create change in a company’s culture, leadership, and sales performance. Start the conversation to learn how Red Flag’s unparalleled expertise and experience can make sustainable growth part of your company’s sales strategy.