About Todd Colbeck, MBA   

Background 

Todd is an industry veteran and executive coach. He specializes in helping financial professionals grow their practice by increasing client loyalty and getting clients to actively promote their business. Loyal clients generate more than 12 X the revenue than satisfied clients and provide many more referrals. Too many advisors are leaving money on the table believing that as long as their clients are "satisfied" they are doing a great job.

He has spent more than 10 years helping over 1000 financial advisors increase client loyalty through strengths based business development, having an engaged and productive staff and using more competitive investment strategies.Todd created a system of strengths based coaching using a combination of over a decade of financial service experience and graduate work he did with The Gallup Organization while studying for his MBA in Strengths Based Executive Leadership.This tested strengths based approach gives our clients a competitive advantage in business and helps them to attain their personal goals as well.  

Investment Expert 

Todd transitioned to coaching after leaving his role as Brokerage Vice President of the northeast US region at American Express Financial Advisors, where he achieved sales results that were consistently the best in the country. American Express Financial Advisors recognized Todd in 2001, 2002, and 2003 as the top region vice president. When he exceeded his revenue targets by over 500% in 2003, he earned the nickname of "Legend" from his peers. Todd has presented at American Express's Brokerage University, Standard and Poor’s , the Chicago Board of Options Exchange, as well as at the American Stock Exchange and New York University’s Stern School of Business.   

Public Speaker 

Todd is a dynamic and passionate public speaker who can engage and empower an audience. He has lectured at over 50 conferences and educational training events on mastering the skills to succeed in business and financial services. In May of 2005 Todd chaired the session on Global Marketing and presented on Global Branding at the Pan Pacific Business Association’s annual conference in Shanghai China. This international conference was attended by business people and educators from over 20 countries. 

Education

MBA in Strengths Based Executive Leadership.

This unique program combined studies from four world class institutions:   

1.The University of Nebraska-Lincoln 

2.The Gallup Organization/ Gallup University   

3. The University of Toyota

4.Oxford

Completing this program is a unique accomplishment and helps Todd to provide coaching clients with the best business ideas from boh inside and outside of the financial services industry. 

B.S. in Health Studies

State University of NY-Empire State College 

Certifications:

American College of Sports Medicine

Health Fitness Instructor

Tao University

Chinese Herbology

The Healing Tao

Meditation Instructor

Mentor Coach

Coaching Foundations

Military

Todd is proud to have served in the US Army Reserve. He is a graduate of the US Army Airborne school, the Special Operations Medical Sergeant Course (green beret medic course), and was honorably discharged as a First Lieutenant.

Martial Arts

1993 US Kung Fu Championships

Shuai Jiaow- 1st Place

Author

Todd is the author of the health and wellness book “The Best That You Can Be”, which is a complete training manual on body and mind wellness and nutrition.