Meet the Coach
Hello, I’m Jeff Willis, the Coach with a Toolbox™! I offer coaching services with Guaranteed Results to financial planners.
Before a coach, I’m a proud and loving father of 4 awesome boys. I am blessed to be the father of Isaac, Elisha, Graceson, and Destin. My successes and accolades in life are measured by the awesomeness of being their father.
My expertise over the past, nearly two decades, has been in the area of Estate and Tax Planning and I have been honoured to earn the recognition of multiple accolades. My career started with much success, earning Rookie of the Year in a National firm. As my career progressed so did my successes. I have earned multiple accolades for Top Advisor in two National firms in the area of Estate Planning, Top Advisor for cash and credit services and numerous recognition and awards amongst Financial Institutions.
As a financial planner, if you want to Grow your business along with your revenue, Protect you and your practice, and Save time in your efforts doing
so – you will find great value in the Coach with a Toolbox™ program.
As an individual who thrives with creativity, strategy and passion I look forward with anticipation to making impactful strides together. It all starts with a simple “get-to-know-each-other” call. Email me to arrange yours today!
Your Coach with a Toolbox!
Jeff Willis
Credentials
In order the trophies are:
- 2003 Advisor of the year for Cash Management division.
Awarded this for doing the largest volume of new monies deposited into the company’s Cash Management division as well as the most amount of new Lines of Credit and mortgage business. - 2006 Estate Planning Advisor of the Year.
Awarded this for the most amount of Estate Planning business written in 2006. - 2002 Top 10 Estate Planning Advisor of the Year.
Awarded this for the amount of Estate Planning business written in 2002. - 2001 Top 10 Estate Planning Advisor of the Year.
Awarded this for the amount of Estate Planning business written in 2001. - Other accolades achieved include Rookie of the year, recognition for the volume of Insurance business written with two National Firms. Nominated for best Financial Planning operation of the year in local community.