Tour guide versus travel agent. Not every presenter sat across from retirees in 2008, so conviction gets built from the historical data and from where the economy is headed, until it is his own.

Every presenter opens with a personal reason this work matters. The best openings I have coached came from a grandmother's kitchen table and a father who was gone too soon.

The same skeleton for Kendall, Jesse and Lawson. Phil keeps his own and picks up the structural pieces he is missing. Everyone sits in on everyone's.

A pre-room ritual so a single walking in alone does not travel through the whole delivery. Whatever the presenter feels in that moment, the room feels too.

Calls to action embedded, never saved for the end. Response sheet referenced in the first 15 minutes, a mid-point ask, a slide that shows what the appointment looks and feels like, and an assumptive close with no open Q&A.

Score before and after on the day, then score the live seminars that follow. High performers get tuned, not ignored. Phil still rehearses.

Every presenter delivers, gets reviewed in front of his peers, and delivers again. We hold each presenter's seminar up against his own experience in the room, the moments he knows landed and the ones he has felt slip, and rebuild it piece by piece with the whole team watching. Nobody sits in the back. Each presenter is scored at the start of the day and again at the end, so the move is visible before anyone goes home.

The intensive carries a bonus half day on site. Commit to ongoing support and that bonus becomes a full day. The agenda is set with Kendall once the pre-sessions are complete, because the days are built from what we hear in them.

Each follow-up is tied to a live seminar: one before his next seminar to rehearse the rebuilt talk, one within 48 hours after it with the recording scored, and one after his second seminar to read the trend and hand off the self-review checklist so the rhythm holds without me in the room.

The process and numbers audit, one pre-intensive session per presenter, the full-day intensive with a bonus half day on site, and three follow-ups per presenter tied to their next two live seminars. Travel and lodging for the on-site days are covered by 210.

Commit to ongoing support when you sign and the bonus half day becomes a bonus full day. That puts two full days on site and lets us run every presenter's complete seminar under live scoring before the first follow-up.

Ongoing support includes a biweekly Seminar Lab with all four presenters, one seminar recording scored each month with a debrief for that presenter, a monthly scorecard to Kendall and Carrie, process tune-ups, and a quarterly content refresh for tax season, market events, and new stories. The commitment runs six months from signing. The $2,000 monthly begins the month after the intensive, so four months are billed inside that commitment, and it continues month to month from there. Additional on-site days are $2,500 plus travel.

Three numbers from your side make the return plain: average buying units per room, seminars per month across the team, and revenue per booked unit. With 20 buying units a room, 3 to 4 seminars a month, and the blended booking rate lifted from about 21 percent to Phil's 28 percent, that is roughly 1.4 more booked units per seminar, about 5 a month and 60 a year. At $5,000 of revenue per booked unit, the lift is worth about $300,000 a year against an $18,500 or $26,500 investment. Those are placeholders. Replace them with 210's real numbers and the math is yours.

Beyond the live sessions, the coach carries substantial background work for each presenter: scoring recordings, drafting openings and section notes, building the 210 Seminar Playbook, research and industry alignment, and rehearsal scripting. The client acknowledges this work is part of the engagement fee.

All personal stories, business insights, booking data, and proprietary information shared during this engagement are kept strictly confidential. The coach will not disclose or use any content outside the scope of this project without prior written consent.

The client retains full ownership of the final seminar content and the 210 Seminar Playbook. The coach offers strategic guidance based on years of presentation experience to strengthen message clarity, audience impact, and emotional delivery. Final creative decisions remain with the client.

Sessions must be scheduled in advance and honored with punctuality. Rescheduling requires 24 hours' notice. Follow-up sessions are tied to live seminars, so if a seminar moves, its follow-up moves with it. Unused coaching time from a cancelled seminar may be reallocated to another presenter.

The client covers all travel and lodging expenses associated with the on-site intensive. Each on-site day is considered complete when the content is finalized and embedded, which may extend beyond typical working hours.

The client may record sessions and the intensive for internal use and future reference. Any use of coaching content for promotional or commercial distribution must be approved in writing by the coach.

Ongoing support is $2,000 a month, billed on the first of each month beginning the month after the intensive. The commitment runs six months from signing, four of them billed, and continues month to month after that with 30 days' written notice to end.

The coach does not guarantee specific booking rates, audience responses, or business outcomes. The success of each seminar depends on preparation, delivery, room quality, and external variables outside the coach's control.

Dr. Stephen Crawford has spent 20 years developing and training leaders, and 16 of those years refining dinner seminars for financial advisors inside the Advisors Excel family and beyond.

Stephen holds an undergraduate degree in Urban Studies from North Central University, a Masters in Transformational Leadership from Bethel University, and a Doctorate in Global and Contextual Leadership from Bethel University. He is the author of The Five Stages of Resonance: Speak from the Whole Self and Change Every Room You Enter, released in April 2026 with praise from John C. Maxwell, Les Brown, Paul Martinelli, Joseph McClendon III, and Mike Michalowicz. His speaking and coaching work spans 33 countries and more than three million people.

As founder of Experience Leadership Coaching & Training, he works with financial firms, corporations, and nonprofits through executive coaching, leadership training, and presentation coaching. 210 Financial is the fifth financial firm in the Advisors Excel family to bring him in on the seminar room, and he has coached the keynotes of Carrie, Kendall, and Phil before.

Proof

Our track record speaks for itself. Take a look at the numbers and at what clients say.

"Great workshop on preparing for Quarter 3! Loved the content, set up and execution."

"Dr. Crawford and his team have been invaluable to me. He has personally coached me to be a better manager and has helped build our company and our team in immeasurable ways. His knowledge base is so broad and deep. I am so grateful to have him as a resource for my professional and personal growth!"

"I liked having time to explore concepts and relationships with my work team. Being exposed to new ways of looking at things to inspire learning and reflection. The consultants' ability to explore different perspectives and share examples and stories to deepen reflection. I learned more about myself and others, and more importantly in relationship to others."