Motivation

To become a master communicator with increased leadership influence, charisma and confidence

Production

To become methodical with your market strategies and systematize your personal introduction processes

Power

To transcend limitations and become the happiest, healthiest and wealthiest you can be

Mission Driven Advisor

is an eductional source of support and encouragement for free market enterprise through Enlightened Entrepreneurship. Our coaching is specifically designed for financial services professionals including insurance agents, money managers, accountants, estate attorneys, financial planners, and group health and property and casualty agents. We are committed to helping our students practice higher truths... about money and about life.

watch our video

Time Management

What are the ways you are wasting your time?

Calculate your deadtime

Success

What is holding you back from your life success?

Take the Stewardship Snapshot

At MDA, Learn How To:

Strengthen relationships

learn the "art of the close"

increase personal discipline

become a master communicator

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Testimonials

Your contribution to me has manifested in my life in numerous ways. I have a true sense of Self and, most importantly, compassion for myself. Our focus on nonattachment keeps me centered and focused on creating value and making a difference in another's life. As a result of not being driven by and attached to arbitrary production goals and dollars, I've also had a significant increase in gross income.

When we started working together, I was a lone advisor with one administrative assistant producing at Leaders Club level. Today, I lead a team of advisors, am partnered with a President's Council producer, have two full time support staff, am producing at President's Council level, and have a business that is well positioned for expansion. Your coaching and the Enlightened Entrepreneur program continues to be one of the most profitable business and life decisions I have made. Thank you for being such a HUGE contribution to my life. It is an honor to be your student.

Chau Lai

CFP, ChFC

I am so fortunate to have met you and indebted to Richard Pope for introducing us. 2013 has been my best business year ever. Your advice and coaching has been a big part of this progress. Your 1% better philosophy, focus on tier 1 clients and constantly striving to be in the spiritual realm are game changers. I practice the prosperity power hour, plan each day and read my intention statement as a habit now. My revenue increased by 40% in 2013 and my life insurance premiums doubled. I have qualified for President's Council with Guardian and made it in the PAS VIP top 100. I am also on track to qualify for PC in 2014 with all the business already submitted. Personally, my close friends and family have complemented me on the more relaxed version of myself and I tend to "envision the greatest, wisest and most magnificent version of who I am and work to actualize it". I would highly recommend all MDRT level producers to sign up for your program, if they want to take their business and personal lives to the next level. Look forward to a prosperous and enjoyable 2014.

Garrett Gunderson

Best-Selling Author of Killing Sacred Cows: Overcoming the Financial Myths that are Destroying Your Prosperity & Founder of Freedom FastTrack

I would just like to comment on my experience with using the coaching program at Mission Driven Advisor. When I was first approached with the idea of working with you I must say that I was skeptical. What I did recognize was that I was at a point in my career going into my twenty second year that I couldn't afford not to try this as I knew there was something missing regarding the way I went about advising clients. What Steve & Raeanne have taught me has been mind boggling to say the least. I have fine tuned my operation in the areas of Time Management, Relationship Building, Prospecting, & Proven Principled Approaches that all lead to a more fulfilling profitable practice. I have also worked harder on myself than ever before spending the necessary time each day to Meditate & fill my mind with Good Mental thoughts that really make a difference. I would highly recommend this program to anyone who feels they are not where they want to be in their careers or for anyone looking to get to the next level as I know this will be a life changing experience for you as it has been for me.

Michael Bernabeo

My personal life has improved dramatically because I am more at peace with myself and those around me. My business, although already successful in its own right, has prospered in ways never imagined. So many doors that were never seen before are opening to reveal wonderful opportunities for my practice. Employing your teachings of positive energy flow and increased awareness of everything and everyone has created an uplifting experience and the clarity that the future for my practice looks brighter than ever. Yes, there are still the daily problems but they seem less consequential than before knowing that I can create an internal serenity to deal with them and bring that back to my staff and clients. These are not words, they are realities.

Your help with providing insights into broader thought processes have allowed me to refine a systematic business planning process. The addition of a CMO (Chief Marketing Officer) and the expansion of the practice to a national presence were a long term desire but for some unknown reason beyond my grasp. That desire has fast become reality and my staff is more in harmony even though we are busier than ever before.

This would not have been as possible without the insights I have learned from you. This is a very enlightening feeling. So my friend, I write this testimonial for you not to "sell you" to anyone but to say a heartfelt Thank You.

Richard Pope

President, Applied Financial Group, New York, NY

I have been working with Steve for a little over a year and my experience with him has been truly transformational. We have explored to great depths my personal life, business life, and all the domains those two areas encompass. I have awakened to who I really am and am aware of how I move in the universe. Every aspect of my life has been enriched by my work with Steve and our journey continues to ignite my soul. My relationships with friends and family are more engaging; interactions with my company's staff are more productive; and the results of client conversations have been more profitable. In fact, my revenue has doubled since living with Steve's guidance. It is certainly not a coincidence. It would be time and energy well directed to form a relationship with Steve. My life is one of abundance with him in it.

Joe Pombriant

Alacrity Financial, New York, NY

Steve, I have gained so much from the time that you and I have shared I could write a novel describing the importance our relationship and this time of study and meditation mean to me. Family, friends and associates comment on the changes they witness and this is a witness and testimony to me that I AM moving closer to the light, sharing and experiencing it's love in my life. I am so grateful! God Bless you my brother for living your soul purpose and sharing it so graciously with me.

Lisa Brown