Coach David Leo
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Strategy Session Application

financial advisor coach David Leo
Interested in getting help with your practice?

Select a Date and Time Below for a 45-Minute Strategy Session 
on Calendly .

Please fill in the requested information. 

I'll review your request quickly. We'll meet and talk about where you are and what you're trying to accomplish. At that point, if we both believe there is a fit and want to move forward, I'll share my coaching packages and you can choose the best option for you.

Let's help you get clear about what you want, get focused on your goals, and get to work on creating the business you want.


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