015: Mark Moses on The Blueprint for Training a Sales Team & Lessons From a 12x Ironman Triathlete

015: Mark Moses on The Blueprint for Training a Sales Team & Lessons From a 12x Ironman Triathlete

In this episode of The Elite Advisor Blueprint, Mark Moses (@CEOCoachMark) is here to talk about how to define, measure and accomplish any goal as a financial advisor so you can take your business to the next level!

Mark is a founding partner at CEO Coaching International, where he and his team help businesses and individuals increase profitability, drive margin expansion and gain accountability in order to meet business objectives and reach new heights.

Mark started his first company when he was 19 years old and graduated with a business degree from Wilfrid Laurier University in 1987. Since then, he has successfully built and sold two companies: Student Painters and Platinum Capital Group.

Mark’s new book, Make Big Happen: How to Live, Work, and Give Big, teaches you to ask better questions, so you can get better results. The questions outlined in the book are the foundation of every fast-growing profitable business and answering them in the right way can lead to exceptional results.

In this interview, Mark shares his inspiring entrepreneurial journey and the invaluable lessons he’s learned along the way. He discusses the importance of  finding great mentors, ways for staying accountable so you can achieve BIG goals, his proven methods for building an unstoppable sales force, prioritizing what matters the most and the power of believing in yourself.

He also shares a lot more more incredibly insightful advice and actionable takeaways that will allow you to get what you want so you can take your financial business to the next level.

Already heard it once or twice? Please leave a short review here, and tell me which guests I should have on!




  • Mark shares how he started out as an entrepreneur, moved from Canada to California, and why he gave up on becoming an accountant. You’ll hear how how he:
    • Built his first company (Student Painters), grew it from 0 to 250 locations, hired 3,000 people, and sold it all before the age of 26. [05:09]
    • Built a mortgage company from 0 to 1.6 billion in mortgage premium before exiting. [06:30]
    • Created a private coaching company that serves over 130 CEO’s and entrepreneurs in 12 countries around the world. [07:05]
  • The Doctor’s said his obsessive work ethic would kill him before the age of 25… Find out what he did next to free up his time. [08:17]
  • Why seeking out great mentors is a MUST if you want to take your business to the next level. [10:20]
  • The importance of having systems and people in place that can hold you accountable for hitting your goals. [14:32]
  • The 4 “Make Big Happen” questions you need to ask yourself in order to build a better business and life. [16:30]
  • Discover Mark’s step-by-step sales training methodology that can skyrocket your success as a financial advisor. [19:05]
  • The importance of selling process, not product. [25:40]
  • How to use the Crystal Ball Exercise to define, measure and accomplish ANY goal! [26:10]
  • Why it’s always doable if you believe that you can! [29:55]
    • How Mark used the power of “I believe I can” to complete 12 Ironman triathlons and raised over $500,000 for charity.  [31:20]
  • How to grow your business as a financial advisor and still be a great parent!  [37:00]
  • Being intentional about prioritizing what matters to you. [44:25]
  • Who Mark thinks of when he thinks of the word successful. [45:30]
  • Books that have made an impact in Mark’s life. [46:30]
  • Why you can always hire better people than you think you can and why this is critical to building a successful company. [48:58]
  • What you NEED to do if you “can’t afford” the best people on your team. [49:45]


  • Connect with Mark Moses

Website | Twitter | Facebook | YouTube



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The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. The guest speaker is not affiliated with or sponsored by Advisors Excel. Results from the use of these concepts are no guarantee of your future success.

While client appreciation events may be permitted, such event should be reasonable and customary. All producers and investment advisors should be aware of any gifting limitations imposed by federal regulation, state regulation, insurance carriers, broker-dealers and Registered Investment Advisors, as applicable. Investment advisors are strongly encouraged to obtain pre-approval from the broker-dealer and/or Registered Investment Advisor with which they may be affiliated prior to implementing the concepts or strategies discussed in this interview. 

Positioning yourself as a celebrity is not a substitute for professional credibility, nor should it be viewed as a shortcut for obtaining new clients. Rather, it is a system of branding and marketing designed to help reinforce your credibility and value proposition. Credibility is founded in knowledge and experience.

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