Bob Arzt, CLU, CHFC, LLIF
As the founder and developer of Polaris One and InsuranceCoachU, Bob Arzt has earned a unique identity as a coach and mentor for field leaders and producers in the insurance industry. Bob is deeply committed to providing advisors and field leaders with the coaching tools that help them reach their goals, he is fully invested in the growth of each individual.
A pioneer in the coaching arena, Bob has successfully mentored countless professionals and guided participants through major periods of change and growth. Bob has more than 30 years of insurance industry experience and applies his skills in every aspect of sales, training, recruitment and development. He has a long-standing reputation for fully understanding the industry and knows how to deal with the problems field leaders face on a daily basis. Whether you are interested in seeing dramatic improvements with your recruiting results or just want to bring your operation to the next level, Bob has the track record to get you there.
Bob has also directed the training and development departments for major insurance companies and has provided leadership at LUTC and The American College. Bob is a GAMA-certified coach for The Essentials of Leadership & Management program. He has written many articles for publications such as Advisor Today Magazine and GAMA International Journal.
The Polaris One Essentials Coaching Program
The Essentials coaching program through Polaris One/InsuranceCoachU is a 4-month program. Essentials Coaching Groups meet via teleconference for one hour, twice per month. The calls are recorded for future reference and email support is available between sessions. Groups are small to ensure individual attention. Using material from The Essentials, participants discuss the topics in-depth and share ideas of what has and has not worked for them. Members set individual goals and are held accountable for reporting results back to the group. Goals and accomplishments are posted on a secure Member’s Only website and are updated by each individual online.
Program Cost
Polaris One/InsuranceCoachU offers discounts to graduates of The Essentials of Leadership & Management course. The discounted price for the 4-month program is $500.00 per participant.
“Working with Bob Arzt has dramatically improved my relationships with my agents which has
led to productivity gains and an improved operational environment in my agency. Bob’s Executive Coaching dovetails perfectly with GAMA’s Essentials of Leadership & Management course.
Having laid out my strategic 10-year vision, Bob’s coaching provides the feedback and accountability
necessary to guide me through my operational goals and keep me on track.”
Darius E. Mark, LUTCF
Agency Manager
The Baltimore Life Companies
For more information, contact Bob Arzt at bob@insurancecoachu.com or
visit his website at www.insurancecoachu.com.
Machen MacDonald, CPCC, CPSC
Machen McDonald is a Certified Professional Coach, Certified Comprehensive Sales
Coach,
inspiring seminar leader, effective workshop facilitator and a #1 bestselling author.
He began his financial services career in 1989 as an agent with The Mutual of New York. As a perennial qualifier for
company and industry production awards, he was quickly promoted to management.
Due to his success in recruiting, training and production for his agency, he advanced into home office executive positions
within his company. As National Director of training and implementation, he was responsible for the creation
and implementation of the company’s field and management training and for developing business plans and accountability
coaching.
Machen now heads the ProBrilliance! Leadership Institute, a leadership coaching firm dedicated to the professional
development of financial services managers.
The ProBrilliance Essentials Coaching Program
The Essentials coaching program through ProBrilliance is a 10-week program. Essentials Coaching Groups meet via
teleconference for one hour, every week. Based on the ProBrilliance R.P.M. game, participants identify 3 goals—a
Recruiting goal, a Producing goal and a Managing goal. The program includes 9 master lessons and a final check-in
call that focus on awareness, action and accountability to support the subject matter of The Essentials of Leadership & Management. Participants are assigned an “Accountability Buddy” for support and daily check-ins. Participants
have 24/7 access to an on-line habit tracker that calculates progress on their goals and activities.
Program Cost
ProBrilliance offers discounts to graduates of The Essentials of Leadership & Management. The discounted price
for the 10-week program is $498.00 per participant. 4 person minimum.
"As a graduate of the GAMA Essentials of Management course last October, I was concerned about
putting the material learned into practice. Machen's follow up group coaching and RPM Game were
perfect to help me with the development of the habits and activities necessary to achieve my recruiting
and production goals. The weekly conference calls and the buddy system are the necessary accountability
pieces of staying the course. I would recommend Machen and his firm, ProBrilliance as the next
logical step to carry out the lessons learned from the GAMA course."
Ron Flowers
Flowers Financial Group
For more information, contact Machen MacDonald at Machen@probrilliance.com or
visit his website at www.probrilliance.com.
Kelli McCauley
Kelli McCauley is an executive coach, facilitator and speaker who works exclusively with high potential leaders
within the Life Insurance and Financial Services Industry. Specializing in improving leadership effectiveness and
bottom line performance, Kelli has worked with our industry’s best and brightest General Agents, Managing Directors
and their Sales Management team, along with key partners in the Executive Suite of Corporate Home Offices.
Many of Ms. McCauley’s clients are GAMA main platform featured speakers and several directly share their wisdom
as part of the Essentials of Leadership and Management program.
By using highly regarded leadership and coaching programs, Kelli and her team are able to help clients identify,
retain and maximize talent for increased growth, leadership and profitability. Kelli works closely with her clients to
generate fast track success, while avoiding burn-out and maintaining balance.
Through initiating a proven coaching, leadership and strategic process, MK Performance Group’s clients realize
outstanding performance in short periods of time. They continue to report break-through results in their business
objectives, combined with increased levels of Emotional Intelligence, promotability and satisfaction.
The MK Performance Group Essentials Coaching Program
The Essentials coaching program through MK Performance Group is a 4 month interactive and engaging program.
Essentials Coaching Groups meet via teleconference for one hour, twice a month. Participants identify 3 goals—a
Recruiting goal, a Production goal for their team and a Leadership goal. The program includes 8 mastermind calls
that focus on best practices, achieving key business objectives, plus execution on the subject matter of The Essentials
of Leadership & Management. Participants are assigned an “Accountability Partner” for support and regular
check-ins.
Program Cost
MK Performance Group offers discounts to graduates of The Essentials of Leadership & Management. The discounted price for the 4 month program is $135.00 per participant per month.
“As part of a powerful profitable organization, I was quite skeptical regarding the quantifiable impact outside
coaching/consulting could have on our firm. Kelli recognized this quickly and was able to rise to the
challenge. Her philosophies and methodologies in coaching were very consistent with our bottom line performance
based growth and business plan. She is an “in your face, goal focused, visionary thinker”. Her
coaching, both on a team and individual basis, has had a long-term impact on our future development and
on my personal goal achievement.”
Josh Becker
General Agent
Strategies for Wealth Creation and Protection
For more information, contact Kelli McCauley at kelli@mkgroup.com or
visit her website at www.mkpgroup.com.
