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Success isn't accidental. 
It's Intentional.

Read their story of transformation 
Former Professional Beach Volleyball Athlete
Anonymous

“Pat didn’t just help me fix my business—he helped me reclaim my body, confidence, and life. 

Background
10-year pro athlete retired with chronic injuries and fatigue. Entered insurance world under $50K revenue, focused on low-risk lines, struggling with motherhood and wellness. Worked with Pat Norton Consulting to rebuild confidence, health, and business.
Challenges
→ Revenue stalled under $50K
→ Overwhelmed with service calls
→ Fear of commercial lines
→ Physical exhaustion and weight gain
→ Anxiety and poor sleep
→ No structured workflows or market confidence
Solutions Created
Revenue Doubled
Weight Loss: 100 lbs
Team: 7 Advisors
Wellness & Recovery
Sleep Restored
Commercial Market Confidence
Identity Rebuilt
Growth Mindset
Veteran-Owned Husband & Wife
Insurance Agency

“Pat helped us save our business, our marriage, and our future. ”

Background
Husband-and-wife military veterans built a service-driven insurance agency for 20+ years. Exhaustion, physical limitations, and lack of systems created burnout. Partnered with Pat Norton Consulting to restore legacy and business performance.
Challenges
→ Overwhelmed by service demands and travel
→ No operational clarity
→ Fear of leaving unstable legacy
→ Children lacked structured leadership roles
→ Limited back-office technology
Solutions Created
Multi-Million-Dollar Agency
4× Operational Performance
+6 Hours Personal Time/Week
Children Ownership: 60%
Travel Stress Reduced
Modern Systems Implemented
Legacy & Purpose Restored
Laura, Veteran
Insurance Leader

“Pat helped me build real confidence, real strategy and a real business. ”

Background
U.S. military veteran with a mission to support family financially. Started with family-focused insurance, causing stress and instability. Joined Pat Norton Consulting and transitioned to a true business partner after six months.
Challenges
→ Family-focused book, and emotional strain.
→ Low premiums, high workload.
→ No structure, time management, or wellness discipline.
→ Fear of advanced products holding her back.
Solutions Created
Multi-Agency Owner
Routines For Wellness
Franchise Coaching System
Purpose
3-5x business growth
Structure
Family Stability Restored
Time Management Discipline
Steve S, Veteran
Financial Advisor

“Pat didn’t just help me grow my business—he helped rebuild the way I think, work, and live.

Background
U.S. military veteran entered insurance with discipline and history of service. Frustrated and stalled due to lack of focus, anxiety over rejection, and unclear market identity. Joined Pat Norton Consulting to 3–4X his business and rediscover direction.
Challenges
→ Anxiety and frustration around client rejection
→ No scalable business model
→ Confusion about certifications and long-term direction
→ No clear ideal client or market position
→ Lack of mindset tools and work-life balance
Solutions Created
Assets Managed: $1B+
Staff: 4 + 25 Advisors
HQ: 20,000 sq. ft.
Work-Life Balance
Stress Reduction
Mindset Tools
Family Presence
Independent RIA
Mark T, Athlete
Agency Owner

“Pat didn’t just help me build a better insurance business — he helped me build a better life.”

Background
Former collegiate athlete in insurance felt capped after five years. Strong relationships but no brand, stagnant income, work-life imbalance. Partnered with Pat Norton Consulting to launch independent agency with scalable systems.
Challenges
→ No personal brand or agency identity
→ Dependent on carrier processes
→ No scalable marketing framework
→ Stagnant income
→ Work-life imbalance
Solutions Created
Income Increase: 34.6%
Agency Launched: 4 Months
Marketing Savings: $50K+
Family Balance
Scalable Systems
Carrier Expansion: 16
Product Lines Added: 5
George, Athlete
Insurance

“Pat helped me translate the mindset I had as an athlete into a system that actually works.”

Background
Former pro athlete entered insurance with discipline and leadership, but lacked confidence, brand, and structured process. Partnered with Pat Norton Consulting to create a sustainable, high-performing career.
Challenges
→ No insurance brand or identity
→ Difficulty translating athletic discipline into business
→ Limited product knowledge
→ Inconsistent sales flow
→ Unclear market direction
Solutions Created
Advisor Confidence Rebuilt
Client Retention Improved
Clear Brand Identity
Structured Sales Flow
Market Positioning
Sustainable Momentum
What’s holding you back?

Frequently Asked Questions

McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean
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Which statement best describes your current business identity?*
Which statement best describes your current business identity?
What is the primary source of your current frustration?
What is the primary source of your current frustration?
What best reflects your relationship with “no’s” and rejection?
How confident are you discussing more advanced or higher-premium products?
Where do you feel the biggest gaps exist in your business?
How would you describe your current level of physical energy?
Which wellness challenges resonate with you most?
When it comes to time management, which describes you best?
Which best describes the vision you’re working toward?
What level of growth are you seeking?
What’s your relationship with delegation & team leverage?
How ready are you to be challenged, coached, and held accountable?
If we work together, what would success look like 12 months from now?
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