Strategic Partners Team

A Team of Professionals Helping Your Business Thrive.


Machen MacDonald

Business Coach

Coach Machen shows advisors how to triple their amount of qualified prospects and dramatically increase their overall profitability. What's possible for you and your practice if you achieved that?

As an advisor, there are only 5 ways to grow profits. Let Machen show you how to optimize your 5 point profit strategy and help you implement your plan of success.

He has over 30 years as a successful advisor and agency manager. He started the ProBrilliance Leadership Institute in 2004 and has been showing advisors how to find and expand their purpose, bring forth their best strategic thinking, execute on it effectively, grow your business, and enjoy more life. To learn more, contact Machen directly at 530.273.8000.

Referral Coach Int'l

Bill Cates

Referral Coach

Founded by Bill Cates, CSP, CPAE, Referral Coach International works with organizations and individuals who want to acquire more clients/customers through word of mouth, referrals, and personal introductions. All systems and programs have one overall goal in mind – to increase your revenue without increasing your marketing expenses. Referral Coach International is committed to teaching you a proven referral system, strategies and tactics, in a manner that actually changes beliefs and behaviors – producing tangible results.

Phone: 301.497.2200

Knock Out Networker

Michael Goldberg

Networking Specialist

Michael Goldberg has helped financial advisors, brokers, agents, reps, wholesalers and other sales producers generate hundreds of thousands of dollars to their bottom line. His firm Knock Out Networking, LLC is renowned as a speaking and training resource in the financial services industry. His content is “real world” and can be applied immediately. Michael speaks at conferences and associations, runs sales meetings, and delivers “results driven” programs on networking, referral marketing, and sales presentations.

Phone: 732.961.7878

Wheatland Advisors

Mike Strickland

Financial Institution Specialist

With more than 30 years of experience in banking, insurance, and technology-related fields, Mike Strickland currently serves as Senior Manager of Wheatland Advisors, a subsidiary of Country Club Bank, a $1.4 billion community bank headquartered in Kansas City, MO. Mike often hosts and speaks at bank functions and authors articles crafting strategies designed to increase service and fee income via customer experiences.

Phone: 816.751.4259

Helios Quantitative Research

Ray Harrison

Financial Advisory Transformer

After selling his financial planning firm in 2017, Ray is excited to share his 40+ years of knowledge and experience with Financial Advisors and RIAs. Ray’s unique insights reveal modern ways in which financial professionals can transform their business and client relationships. By utilizing quantitative investment strategies, Ray seeks to increase a firm’s efficiency, scale, durability, and profitability. The future of financial advice is changing, and Ray can provide a competitive advantage. To learn more, click the video icon below or contact him directly at 916.580.8574.
TEAM Referral Network

Terilee Harrison

Virtual Networking Specialist

Over the last 14 years, Terilee Harrison has served thousands of business owners at TEAM Referral Network expertly guiding them in establishing and building successful referral chapters to help them grow their business. Terilee and TEAM Founder Kelli Holmes have long believed the future of networking was online. Terilee immersed herself into virtual networking in late 2018 and has been helping professionals build regional, national, and international networks ever since. She is a virtual networking expert and trainer, entrepreneur, global speaker, and author. Terilee resides in Singapore and serves professionals throughout the English speaking world.

What's App: +65 8118 1648

Senior Care Authority

Frank Samson, CSA

Founder, Senior Care Authority

Frank’s passion for senior care comes from personally experiencing the challenges with his own parents which many families today. Senior Care Authority started by servicing and assisting families initially in Northern California in 2009. The company began franchising its program in late 2014 and now assists families with locations across the country.

Email Frank

T: 888.809.1231 x101