Performance Strategists

Performance Insights is proud to introduce you to our growing roster of Performance Strategists.

Each member of the Performance Strategy team is a highly experienced professional who has been certified in administering the Performance Insights Process suite of tools.  

The Performance Strategist Network was created to provide the financial services industry with a team of best-in-class performance consultants and coaches across the country. Our goal is to create an innovative group of financial professional partnerships who want to bring new and collaborative value to the financial services industry and position advisory teams to better serve their clients while increasing revenues and efficiencies.

Many financial services firms no longer have robust internal resources such as practice management consultants or training divisions to help your advisory teams grow their business. Difficult times have caused difficult decisions yet the corporate goal remains the same – INCREASE PERFORMANCE! The Performance Strategist Network can supplement your internal resources through our talented and expert group of preferred coaches and consultants who are dedicated to working with advisory teams to drive performance.

Click on the names below to read more about the backgrounds of these specialists in our network.

John Hagedorn, Performance StrategistJohn Hagedorn

The Hagedorn Institute


Rick LeFauve, Performance StrategistRick LeFauve

ClientEdge Corp.


Carol Moser, Performance StrategistCarol Moser

Synergy Fuel Coaching & Consulting, LLC


Headshot2c (2)Don Sardella

Institute for Leadership Development, LLC

Bill Stepanek, Performance StrategistBill Stepanek

Team Performance Group, LLC


KicabBill Kica

Team Performance Group, LLC



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