December 5, 2006

President, Plumbing and Construction Company

With Tony’s coaching…we’re seeing an increase in volume…We had been bumping along at the same level for a number of years, but from our last report, it looks like overall we’ll be up close to 100%.  And our Westside location, John Keefe Company…has grown 140% since Tony began work with us.  It really went up!   …Tony is very personable, very candid—a straight shooter.  He doesn’t hold back…. He said, “You gotta back off of some of your control issues.” …What we found is that if you give everybody the opportunity to have some input on a problem, people you don’t hear from every often have valid things to say, and it becomes a team effort. I’ve got guys who are empowering everybody below them and beside them to get the job done.  What’s driving the company now is managers who are saying, “Hey, let’s set some goals and I’ll give you all the support I can.”  Also, our work load  has gone up, yet the amount of people hasn’t gone up in proportion….Now we’re creating an executive committee of upper management that will work together more as an executive management company would, at the larger companies….I told Tony, “You know, the dynamics of our company are...changing.  I hear people talk differently today.”

Excerpts from comments of:

Mike Davis, President

H. L. Moe Co., Inc.

Glendale, California

Ameriprise Senior Financial Advisor  

October 21, 2005

To whom it may concern:

How has Tony Mulkern’s coaching helped evolve my business to be all that I hoped?  My goal has been to grow revenues while increasingly focusing on helping high net worth individuals to find a greater sense of freedom and joy in their financial security. The figures for percentage growth are astronomical. My gross revenue increased 97% in the last two years. My net revenue – which is even more important because it’s what I get to take home – has increased by 150 percent. I’ve grown my staff, I’m working fewer hours and making more money – and my partner and I are working together more effectively and enjoying our differences rather than resenting them.

My regular appointment with Tony is like having a trainer at the gym. He’s a business trainer, someone looking over my shoulder, and that forces me to take time out to really work on my business rather than only in it. I’ve had other coaches and they tend to be glorified cheerleaders – too much “At-a-boy, go get ‘em” kind of stuff. They listen to what you say, rephrase it and spit it back. Tony’s not like that. He’s a nice guy, but he’s not trying to be your best friend – he’ll give it to you straight. There’s a breadth of experience, a depth of resource there. He works with attorneys, mortgage bankers and brokers, construction and engineering firms, high tech, manufacturing and distribution companies, and other financial service companies, and so he brings a lot of insight from other areas of business. And he’s pragmatic – he knows how to take steps to actually fix things. He’ll break down the need into numbers and reasonable goals, then come up with ways to make it work. He knows what he’s doing.

Because of my sessions with Tony, I’m doing the right work with the right people, learning what to pass on, and when to say no. I showed him my “to do” list today, and he said, “What’s going to happen if you never do this one?” and I said, “Probably nothing.” “Well, then, get rid of it!” he told me – and he was right. Part of my work with Tony is accountability. I’ve got someone who says, “Let’s go back to that issue we talked about a month ago. Why haven’t you done this?” But he gives me positive feedback too, which is great because I’m my own worst critic. When I told him I’m terrible at time management, we talked about what I’m doing, and he said, “Actually, John, you’re phenomenal, considering all the things you’ve got going on, the income you’re making, and the life balance you’ve achieved.” That’s very motivating, because it’s important to work with someone who sees your strengths.

Tony has significant human resource experience, too, which helps a lot with inter-office dynamics and partnership relations. He deals with both aspects, head and heart, and facilitates the conversations with my partner that need to happen.

The most important thing about Tony is that he’s not a life coach, not a shrink. In short, this is a person who literally can look at your business and figure out how to do it better.

John Mark Frederich, CLU, ChFC

Senior Advanced Financial Advisor

Platinum Financial Advisor

President’s Advisory Council

Diamond Ring Club

AMERIPRISE (Formerly American Express Financial Advisors)

626 440 5990  

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