CAPS™ has proven to improve advisors and agents listening and ethical persuasion skills. 
Increase sales with this fully integrated sales and marketing client development system. 
Wally Peterson
Wally is a performance consultant and coach with more than 25 years of marketing and sales experience. He helped develop and prove the “Business Fitness workshop” as a member of Distribution Systems, Inc. He has a long history of success in the financial services industry. First as a District Representative, then in various field management positions including a home office position as Vice-President of Field Leadership at Thrivent. He went on to work for FISERV/FIRST TRUST to round out his experience working with Independent, fee based RIA's.
Wally has gone on to launch three start-up sales and marketing companies that help financial advisors to outsource various marketing, sales and backroom responsibilities. Advisors benefit because they can focus on their core competency of one-on-one communication with prospects and clients to serve their needs.
My viewpoint: Wally is a successful entrepreneur, leader, mentor and coach. I Love working with him and am proud to call him a friend. His personality, values, experience and commitment to excellence makes him an asset to everyone he knows. He cares about people and has a proven track record of helping others to reach their full potential.
- David Thesing, President Bridgeway Learning Systems, Inc.
Jared Taggart
Jared is a successful sales/marketing and technology consultant. His expertise in technology and marketing has been a great asset to Bridgeway Learning Systems over the past two years.
In 2009 Jared launched the website www.marketzing.net which is currently rated as one of the top 5% most popular websites on the planet*.
Jared specializes in creating marketing programs that show a true return on investment for the small and medium size businesses that he works with. He achieves this through combining a company's existing efforts with the newest social media and web technologies.
Jared graduated from Bethel University with a degree in business.
When not working on the computer, Jared enjoys family life with his wife Teresa, football loving son Jacob and piano loving daughter Emma www.emmataggart.com.
*As rated by www.alexa.com
