Meet Your Faculty

Elevate experts provide a vast array of knowledge and insights that have been proven from over thirty years of industry-leading experience. Our faculty represent top experts and business practitioners and many of them specialize in the financial services space.

Bill Cates

Cates is the president of Referral Coach International, founder of Referral Coach Academy™, and has trained over 70,000 financial professionals worldwide in his proven system.

Tom Hegna

Tom has been a popular industry speaker for many years and is THE retirement income expert. He has dedicated his entire career to helping retirees obtain a happily ever after retirement.

Joe Jordan

The former Senior Vice President at MetLife is an industry-renowned thought leader in behavioral finance, client-centric tools, ethical selling, and client advocacy.

Eszylfie Taylor

Eszylfie Taylor is the president and founder of Taylor Insurance and Financial Services and serves as a financial advisor to individuals, business owners, and high-net-worth families.

Matt Anderson

Matt Anderson, of the Referral Authority, has grown his business almost exclusively by referrals and now speaks and coaches not only across the US but also in Canada, the UK, and the Middle East.

Don Badgley

Don Badgley is a Field Director with at a major U.S. Financial Services financial services company. He specializes in Life, Disability, and Long-Term Care Insurance.

Jane Blaufus

She brings to the table 25+ years of insurance expertise as a financial advisor, sales manager, and executive responsible for the development, delivery, and implementation of recruiting and selection processes.

Jim Bologna

Jim has spoken to thousands of multi-line agents and producers captive and independent across the country and is directly responsible for increasing agent sales.

Andrea Bullard

Andrea Bullard is an Executive Coach from Boston, Massachusetts. In her more than 20 years of coaching experience, she has studied both the science and art of great coaching.

Joey Davenport

Joey is the President of the Hoopis Performance Network. He has over twenty years of experience in the financial services industry as a producer, manager, entrepreneur, and international speaker.

Jim Effner

Jim Effner is a financial services speaker and master sales trainer with 27 years of experience.

David Fisher

David J.P. Fisher is a speaker, coach, and author. He has helped thousands of financial professionals develop strategies and execute the tactics to build their businesses.

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Your Mentorship On-Demand

Start empowering your growth, and unleashing your potential today!