Consulting, Training, Coaching

We help individuals and management teams strategically lead, manage, market and control their business.  more

Communication Awareness & Persuasion Skills

CAPS™ has proven to improve advisors and agents listening and ethical persuasion skills. more

Risk Management Insights™

Increase sales with this fully integrated sales and marketing client development system. more
We help advisors and agents profitably CONNECT more products and services to more clients. The team consists of results-orientated associates and strategic partners. Associates and partners share our values and have proven their ability to deliver specific solutions to meet the needs of clients. This means our team can deliver what you need to get the results you want.

We seek clients who share our values. We value people with character, integrity, and initiative that develop meaningful and long-lasting relationships. We value leadership that creates profitable operations in a fun and fulfilling work environment. We value management that executes strategies to deliver high quality client solutions. We value talented individuals who invest in skills training to develop their strengths and become stronger team members.

Our business grows from a succession of proven ideas our Founder, Ray Gullickson, FIC, CLU, ChFC created to solve problems and help clients reach their productivity goals. They work so well, we are proud to offer a 100% money back guarantee on every trademarked solution we provide.

Communication Awareness & Persuasion Skills - CAPS™ is Bridgeway's original Learning System. CAPS™ training improves listening and ethical persuasion skills. The CAPS ™ Workshop has proven to help advisors and agents of all experience and productivity levels realize immediate and long-lasting productivity improvement.

Risk Management Insights™ Client Development System is a client centered process that is proven to increase the sales of additional lines of business in the multi-line insurance and financial planning community. It fully integrates marketing with sales and client development.

Business Focus™ Leadership workshop series provides the structure and context for owners and executives to strategically lead, manage, market and control the business. It focuses on six critical functions of effective leadership and how to align the business with your primary aim.