See what some of the industry’s top sales leaders have learned from Red Flag.

“The industry is not short on coaching and training programs. Red Flag is different because their focus is centered on improving sales performance in a way that is fast, and repeatable. The system Chuck has created challenges you to rethink your selling activities and makes you want to step-up and play the second half of your career fully engaged with new levels of excitement, focus and real results.”

Mike Krupin,

Krupin Partners, Beverly Hills CA

“For years, I tried to get my firm nominated for the ‘Top Work Places’ in Austin, Texas. After the Red Flag program, my company made it to number 12 on the list of 200. The next year we made it to number 7; something we hadn’t been able to do in 10 years. My people are now 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, Capital Strategies

“As a regional manager I have been involved in many leadership and sales training programs and invariably they have one thing in common: lack of sustainability with most delivering retention rates of less than 20%. Red Flag showed us they are different. They know ‘training’ that delivers fast and recognizable results. However, what stands out a year and half after their training is that my region has retained over 90% of Red Flag’s skills and concepts.”

Sean Murphy

Former Vice President, MassMutual Life Insurance Company

“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.”

Corey Hart

Perennial Industry Top Producer, Hart Financial Group, Austin, Texas

 “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 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. In less than one week following the first Red Flag session, we accomplished something their professional advisors hadn’t accomplished in five years; 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 are now completing paperwork to finalize the second phase of the plan which will exceed $1m of premium. In total, we will have implemented a $65M insurance portfolio.”

Matt Davis

CEO, Oakmont Group

“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 getting too long. In a few cases, we had perspective recruits (potential Lion Street Owners) in the pipeline for close to 2 years. After the Red Flag strategic recruiting program, many of these marque 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 work with Red Flag and our average recruiting cycle has been reduced by 40%.”

Bob Carter

CEO & Founder, Lion Street