About CCG

Surinder Kahai, PhD

“Todd is perhaps the best "applier" of the knowledge I have given to my associates over the years. With his own initiative, Todd has developed a sophisticated IT-based platform to deliver sought-after coaching (Colbeck Coaching Group) to many business leaders.”

February 15, 2009

Dino Kallenekos (Client) (Dino hired you as a Career Coach in 2004)

“Todd has helped our financial advisory practice by coming up with creative solutions to create an exceptional client experience. He has also helped our staff manage their assignments by leveraging technology and increasing communication among team members.”

March 11, 2010

Greg Digneo (Client) (Greg hired you as a Business Consultant in 2010)

Top qualities: Great Results, Personable, High Integrity “Since hiring Todd in January of 2010, I've almost come to view him as a friend; not just a business coach. With many business consultants, you almost feel like a number. But not with Todd. On a professional level, Todd has helped me build a sales process that is now becoming fruitful. He has helped me build a system to sell my services and has taken my business up several notches. Just this past week, I've secured my first client under his tutelage and my pipeline is filling up.”

September 1, 2009

Anthony Rizzuto Senior Branch Manager & Registered Principal, Ameriprise Financial Inc

Business Partner:

“Todd Colbeck was exceptional in a recent Web cast he presented to the NY Financial Planning Association. His presentation on Microsoft One Note was insightful, relevant and action oriented. I look forward to working with Todd in the future!

September 17,2009

Paul Pouliot Senior Financial Advisor, Platinum Services Practice, Ameriprise Financial Services, Inc. Business Partner:

“Todd has helped my team and I fine tune our business practices and to look at all elements of our practice from a different perspective. He has an infectious energy level that helps to motivate individuals and is thoughtful and constructive in his assessments. His work with a wide range of professionals provides him with a wealth of information that creates an added dimension to the advice he provides. He has a number of great systems that can be readily adopted or adapted to your business model to increase productivity, employee engagement and morale, not to mention bottom line results. Todd came highly recommended to me and has made a significant difference in a short period of time. I highly recommend you consider his talents and services.”

January 8, 2008

Michelle Heide (Client) Michelle hired you as a Career Coach in 2006

Top qualities: Great Results, Expert, High Integrity “Todd is a great coach to work with. He really helped my team and I focus on what we wanted to accomplish and provided exceptional ideas on how to get there.”

January 30, 2008

David McNally, Owner, Trans-Form Corporation (Business Partner) was a consultant or contractor to you.

“Todd Colbeck is a person who is highly committed to his clients’ success. He is an avid student of what helps people to succeed and is very effectively able to pass his knowledge and wisdom onto others.”

March 12, 2009

Eric Lahm; Sales Director Central US, Standard & Poor's (Business Partner) was with another company when working with you.

“Todd is a very positive influence in everybody he comes in contact with. His energy and creativity have helped many business owners become more affective, productive and profitable. I have worked with him both at American Express and Standard ad Poor's. I would recommend him to anyone looking to improve their organization or themselves.”

March 11, 2009

Paul Ghesquiere (Client) Paul hired you as a Business Consultant in 2004 and hired you more than once.

Top qualities: Great Results, Personable, Expert “Near the end of my third year as the owner of a wealth management private practice, I realized that I wanted to change my career direction to management consulting with a focus on banking and financial services. Todd's insightful advice and deep knowledge of the financial advisory landscape helped me to build my fee-based revenue, dramatically increasing the value of my business as I built it with the intent to sell. I credit Todd-alone with clearly defining and illustrating the future model that I would transition to my business partners.”

March 7, 2008

Erica Wadel, CLU (Client) Erica hired you as a Career Coach in 2007

Top qualities: Great Results, Expert, Creative “Todd always has fresh, new, implement able ideas that will absolutely increase your business results. In addition he helps to create a repeatable process for bringing in new clients and managing your workload. You will not be disappointed working with Todd”

April 11, 2009

Marcio Mariano Junior (Client) Marcio hired you as a Career Coach in 2009

Top qualities: Great Results, Personable, Expert “For me Todd was a great discovery! With him I got many skills to improve my personal productivity and realign my professional and personal goals. During his Coach Program I've been coached and I did realize expressive professional results and learned how to improve my consultant and coach abilities.”

June 26, 2009

Nancy Daoud (Client) Nancy hired you as a Business Consultant in 2005 and hired you more than once.

Top qualities: Personable, Good Value, Creative “Todd's coaching really helped get focused on the objective at hand and become accountable. His enthusiasm and creativity is unsurpassed.”

Sam Stovall, Standard & Poor’s chief investment strategist,
Sam Stovall serves as analyst, publisher and communicator of S&P’s outlooks
for the economy, market, sectors and stocks. He is a member of the S&P Investment
Policy Committee, where he focuses on market history and valuations, as well as
sector and industry recommendations. Sam is also the author of The Standard and
Poor’s Guide to Sector Investing and “Stovall’s Sector Watch,” a page on businessweek.com,
which focuses on market/sector history, as well as sector/industry momentum.

“Both a coach and a friend”

“I’ve known Todd for many years, and have always admired his professional tenacity and
personal integrity. To me he has been both a coach and a friend.”

April 18, 2008

Geoff Considine, President and Founder, Quantext (Colleague) worked with you.

“Todd provides unique insight and value to financial advisors, in my experience. I have worked with Todd on a range of issues and he brings together practical experience of the advisory profession with a solid grasp on new and evolving standards of practice. On top of these skills, Todd is highly empathetic and positive--critical skills for being a great coach.”

October 26, 2007

Carlos Otero, Vice President, The Gallup Organization (Colleague) worked with you.

“Todd unique combination of people’s strengths with business savoir-faire, makes him an expert on leadership issues. His power to influence, reside in his inexorable charismatic positive energy, that is not only results oriented, but will also be able to inject passion, strategy and clarity of vision into any individual or group that is fortunate to be under his bright guidance.

October 30, 2007

Jerry Manas, President, The Marengo Group, LLC (Business Partner) was with another company when working with you.

“Todd Colbeck brings a unique blend of strengths-based management, business planning, and coaching to help clients achieve their full potential. Todd's insights on my Service-Oriented Project Management (SOPM) model, and his application of it to the strengths-based arena, took it beyond my expectations, and gave me a whole new realm of possibilities. I highly recommend Todd's services to anyone looking to achieve solid results.”

October 31, 2007

Pamela Enders, Principal, Winner's Circle Coaching (Business Partner) was with another company when working with you.

“Todd Colbeck is a delight to work with. He is thoughtful, on the ball intellectually, and has a depth and breadth of knowledge that he brings to every conversation. Todd is also passionate about what he does and communicates that in a way that inspires others. Ever curious, Todd loves learning and eagerly applies what he has learned to new situations. He is an excellent strategic thinker and is most helpful in assisting others to set goals and - most importantly - to create realistic plans of action to reach those goals. He is also an all around good guy.”

November 1, 2007

Barry Conchie, Principal Leadership Consultant, The Gallup Organization (Business Partner) was with another company when working with you.

“I am very happy to recommend Todd. He has a sharp intellect, demonstrates great drive and determination and is effective at building key relationships. He is a quick thinker, handles details well and also maintains a broad perspective that enables him to keep the big picture in mind.”

April 28, 2008

Joshua Rogers (Client) Hired you as a Business Consultant in 2008

Top qualities: Great Results, Expert, Good Value “I've know and worked with Todd for about 7 years now. I recently hired him to consult my broker-dealer and RIA firm. Bottom line... Todd is awesome! He is incredibly knowledgeable, very creative, always striving to add value to our relationship. The value he provides for the fees I pay him is outstanding. He goes above and beyond in many aspects of his advice. He also provides value in a wide range of topics and areas of my business. He's not just a one-trick pony. If you are in the BD or RIA business, you would be well served to hire Todd.”

Alfred Osbourne, CFP, CPA, MBA, CRPC, CFS (Client) Hired you as a Career Coach in 2007 and hired you more than once.

Top qualities: Great Results, Expert, High Integrity

Deborah Tata, CFP®, ChFC®, MBA, Financial Adviser

“Thanks again for your help getting that $329,000 rolled over to Ameriprise a couple of weeks ago”

“…that client, who recently lost her husband had several insurance and investment people knocking on her door. And I might have missed out if you hadn’t told me what to say to convince her to bring the money in-house while I was working on her analysis.

As a matter of fact, I was at her house again Monday, gathering data for the analysis and she brought out an additional statement showing another $118,000 that can be rolled over when the CDs come due at the bank.
So, I value your guidance and feel its well worth your monthly fee to receive your help”.

Susan S. Fernandez,
Administrative Assistant with the practice of Paul A. Pouliot,

CFP®, CHFC®
Ameriprise Financial:

“Todd, this week I was able to make great progress with my workload”

“Because we segmented clients,the meeting preparation which used to take
me a day and half was completed in 45 minutes!

Meeting prep has always caused a a workload “traffic jam” at the beginning
of my and Tom’s week as he has to wait for me to finish my part to start his.
Knowing I can get it accomplished and still have time for
my many other task is amazing!

Thanks again”

Marlene J. Burns, CFP®:

“Business has grown since we started working with Todd
pacing 30% increase this year”

“You have helped us apply our core strengths to the practice and helped
us solve the many problems that come along with running a financial planning practice.
I believe that we are in a better position to capture the opportunity that is in front of us.

Business has grown since we started working with Todd – pacing 30% increase this year.
Many of the problems in work flow have been alleviated and casework help has led to
new business.
Understanding strengths, time management, prepping for appointments, getting quicker
turn around time on appointments, new ideas, brought our attention to more sophisticated
investment strategies.”

Curt W. Coffman, MBA
Co-Author – First Break all the Rules (Simon and Shuster) and Follow this Path (Warner Books)
Curt Coffman Consulting LLC:

“Todd’s unique ability to connect to a leader’s strengths and help them
create compelling vision is without parallel”

“In this day of virtually every psychologist becoming a “coach,” it is refreshing to see someone who has an impeccable understanding of leadership/executive development and Global business strategy.

Todd Colbeck is that unique and rare individual. Leaders and executives today do not need lessons on courage, self-esteem and how to make others love them, they need the real meat like how to “build growth” rather than “buy growth.”

Todd’s unique ability to connect to a leader’s strengths and help them create compelling vision and then execute a strategy is without parallel!”

Erica L. Wadel, CLU®:

“Todd creates a repeatable process for bringing in new clients and
managing your work load”

“Todd always has fresh, new, implementable ideas that will absolutely increase your
business results. In addition he helps to create a repeatable process for bringing in new
clients and managing your work load. You will not be disappointed working with Todd”