Philosophy

President

Our mission is to help our clients substantially increase their take-home pay and business equity without compromising their values or time spent with family, friends and community.

If you’re looking for a magic formula, secret sauce or proprietary app to make you an instant thought leader, then you’ll be sorely disappointed with the HB process.

But, if you have a burning desire to win and are willing to put in the work, set the right foundation, follow our basic blocking and tackling techniques, and come prepared to your weekly Gut Check™ sessions, then you’ll have a positive outcome. That means you’ll be spending more of your time with the right kinds of clients, prospective clients and strategic partners—and less time at the office!

You have years of wisdom, experiences and expertise locked inside your brain. We have proven techniques for helping you extract that knowledge so you can share it efficiently with your clients, prospects, staff, strategic partners and centers of influence. Through our process, you’ll also learn more about your strengths and weaknesses and how you can best replicate your success rate.

how can we help you?

Contact us or visit us at our Norwalk CT office

They never miss a beat. Keenly attuned to both the strategic and tactical opportunity. Fiercely reliable. A pleasure to work with.

Rick Telberg
President, Bay Street Group Research | CPA Trendlines East Hampton, NY

We are grateful for your contribution to our clients, COIs, prospective clients, friends and families. Thank you for providing meaningful text to add more clarity, greater insight and relevance to our weekly blog.

Gary Klaben
President, Coyle Financial Counsel, Glenview, IL

To what extent is the Inverted Yield Curve a reliable recession indicator?

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