Client Testimonials

Business Success Stories:

"I need to brag, it feels really weird. I'm very conscious of a selfish feeling but I'm also very proud of myself. My production for this year just topped $800,000 !!!!!!!!!!!!!!!!!!!!! I went back and calculated the impact of you in my life. March 2004. Since then my business has almost doubled - in less than 2 years. I am so grateful to have you in my life, not just financially but
more importantly personally. I thank the universe for connecting us and I thank you for everything that you have helped me become. I'm so excited about the future. Merry Christmas, Happy New Year and Thank you."

“Les & Doc will move you out of your box, blow up the old box and move you into an ever-evolving circle of life!”

-Kim Giannone, Wachovia Securities
Grand Junction, CO


"In the past 2 years, my production is up 30%. I didn’t embark on coaching with a goal of a major production increase either! I focused on more of maintenance and controlled, sustainable growth of my business, which was accomplished and I continue to work on. Because of this work, some of my production goals for the entire year of 2006 were actually exceeded by the end of the first quarter 2006!"

-Ryan Tickner, Janney Montgomery Scott


"This program has greatly accelerated the success cycle for our company."

-John Zeilor, Executive Regional Director, Money Concepts


"Do you ever feel like your business or personal life is spinning out of control? Are there just not enough hours in the day to keep all the balls in the air? Do you want something calmer, more focused and relaxed? If you've nodding your head, this program is perfect for you! Let Leslie Jones be your guide to a more 'sane' and intentional life."

-Cindy Vandewater Courtney, Money Concepts, N. Hampton, NH


"I hired Leslie in 2004 after the International Financial Planning Conference in Disney World, Florida. I have found her coaching very helpful. 2004 was one of my best years ever with a 54% increase in total revenue. My goal for 2005 is a quantum leap....over 100% increase, so I have hired Leslie again this year!!"

-Rebecca Muller, Rebecca Müller, CFP, CFF, Money Concepts, Indianapolis, IN

 

I would highly recommend Jones Associates because…:

"My wife and I had our physicals today for our life insurance applications and the results were rather impressive. Both our blood pressures were the lowest we've ever had (105/72 & 102/68)...and my heart rate came in at 48 beats per minute. Relaxed much?? Scientific proof that a life of Mastery (and San Diego retreats) are good for the mind AND body."

-Frank and Michelle Bless


"I am so impressed with what Doc and Leslie are up to. They have done amazing work. It is clear to me that they have solid, holistic, sustainable and innovative programs that no one else is doing. I am so glad I went because I would recommend their program to anyone. And next time I am bringing a bunch of friends - you can count on it!"

-Kelly Muldoon, Seattle, WA


 “My relationship with time has completely changed.  Previously I operated from a belief that there was never enough time to do everything I wanted.  I know now there is plenty of time to accomplish whatever I want.”

-Kelly Wawrzynek
Boulder, CO


"A mind-blowing experience"

-Michael Meador, Money Concepts


"I have tried other coaching programs on two different occasions and was extremely disappointed. The programs were very cookie cutter one size fits all. It was their way or nothing. These programs did not care about the person and the real life events that take place on a daily basis.

When I heard about [Jones Associates Inc's] coaching program, I was planning to say no. However, a co-worker had hired [one of JA's coaches] as a life coach and was having tremendous success. After talking with her, I decided to try [the] program. I am so glad I did.

My coaching sessions with [Jones Associates Inc] were done in a group with seven other women by phone and email. Once a week, for twelve weeks, we all talked and listened as [the coach] asked questions, shared insight and held each of accountable. From career to relationships and personal development, we covered a lot of very meaningful ground.

[Our coach] was real in her caring, concern and ability to make me look at my life, my wants, needs, goals and take a real inventory. She helped me figure out why I was stuck and then gave me the tools and encouragement to move forward. I have learned that coaching is really an on-going process that makes you focus, understand, plan and act on the things that are important to you.

I have truly enjoyed being part of [Jones Associates Inc's] coaching group."

-Trish Morris, Wachovia Securities

 

Insight to Action:

Excerpt from Final Essay by Andrea Newton:

"What did I accomplish in the Insight to Action Program?

I have had the most successful year of my life personally and professionally.

Professionally: I have made more money than ever before (in fact doubling my income from last year), I have found satisfaction in my work and feel valuable to the company, I feel free, able to walk away from this (or any other job) with feeling of inherent value and optimism that I will be sought after as an employee and/or partner.

Personally: I have made amends with all family members, began a practice of constant open communication, I have been single for over a year and learned much about myself through being truly independent. I have slowed down and focused and succeeded in regularly getting more sleep. My mind is more alert and I have less frustration than ever before. I am fit, healthy, energetic and loving life."

-Andrea Newton


"I thought Insight to Action would help me to look at my business differently; in fact, it has caused me to see life in a whole new light. I, and everyone in my life, will benefit from the insights of this wonderful program. There are so many "coaches" out there these days; Doc and Leslie are the real thing!"

-Alice Cohen, CPA, PC


“I decided to participate in the Insight To Action coaching program after watching my father’s transformation into a more grounded, financially successful, charitable person.  Through the year that my dad was in the [Insight To Action] coaching program, I have watched this wonderful man with so many great ideas and philosophies really start to live by what he believes in.  He has begun to evolve into the charitable humanitarian he has always wanted to be, and just recently took his first trip to Guatemala with a team from his office to help build roads for a small poverty-stricken village there.  Upon his return, he has remained “glowing” as he continues to live his life dream of helping others.  This program has already begun to help me realize who I am and what I want to achieve throughout life’s journey.  By letting go of my daily routine and focusing on what’s really important, I am looking forward to living a more fulfilled life.”

-Vanessa Rimkus
Wells Fargo, Redmond, WA


Results through Insight to Action:

"Through the program I have been able to accomplish a lot. My production has increased, but I feel that is on offshoot of other results achieved in the program. These results included more confidence in myself at the workplace, increased control of my time and how I choose to spend it, and the ability to let go of situations out of my control. The program also helped me build structures to maintain a consistent focus on my goals both short and long-term. Looking back there are many changes since I began the program. These changes have been positive and without the program it is extremely doubtful I would have been able to make these changes. The program is entirely different from any other business related seminars or courses I have taken. The contrast allows you to look at your business in a new light, expanding and building upon one’s current knowledge no matter how big or small."

-Ryan Tickner, Janney Montgomery Scott


"My experience with Leslie and Doc has been incredible. Although I have participated in other coaching programs, I find my experience with ITA life-changing. The impact has been immediate, but more importantly, a long-term shift in my thinking and productivity.

I have moved from defining a purpose in my life to writing my intentions for my life. I have created structures and accountability that I failed to execute in the past. I believe that I have harnessed energies that were waiting for me to empower them. I am exhilarated as I work in the present, but I anticipate a great future!

Leslie and Doc, you both know that this comes from the heart! I look forward to the coming months ahead!"

-Cindy Helman, Money Concepts, Sidney, OH


"When I started coaching with Leslie I had a number of life hurdles that were hindering my abilities as a Christian, Husband, Father, and Friend. I mention these life parameters because these are the areas in life I desired to improve. I just did not have and/ or were not utilizing the structures needed to thrive. I was not fulfilled in my marriage and friendships due to an inability to connect and have effective relationships. I had no mechanisms to deal with past failures. I did not have enough excitement or fun in my life and felt I did not have the time to improve the situations. I also felt I needed more financial autonomy. I have always been a disciplined and successful person but felt I reached a stage where I was spinning my wheels.

Over the next 90 days Leslie helped me figure out what internal and external structures I needed to optimize my life. I needed to get organized. I needed to have good firm, understanding and non-accusatory conversations with my wife and friends. Also, with my wife, I had to take responsibility for getting my needs met and let her know she had to do the same. I had to acknowledge situations for what they were versus making judgments and getting into negative spirals. I had to see equality in relationships. Enjoying the moment was something else I needed to do. I had an idea how to improve but did not have structures or a plan.

By trial and error I learned to figure out what structures were working and which were not. One area that helped me clear my head and take life by the horns was the practice of refreshing and falling still. I defined my insecurities and acknowledged when they occurred so I could better deal with them.

I learned to clear space by having conversations with people and removing the clutter i.e. memberships and clubs where I wasn’t participating and felt guilty about. I helped organize my business life by buying a laptop and pressing for better data management system. I redefined my purpose and I set deeper goals. I redefined who and what I wanted to be professionally and laminated my rules for success. I learned to acknowledge my successes versus just expecting them to happen and therefore not enjoying them. I talked with others and set up an exercise structure. I made sure too have separate date nights and family times. I acknowledged my injury and pains and Leslie helped me take action to begin healing such as acknowledging and listing. I reconnected with old friends. I generally learned to take responsibly for my failures, success and ultimately my life. Leslie helped me tie it all together by constructing a detailed life schedule utilizing the input of my wife and partner. Every area improved!

I am so grateful to Leslie because as we worked through the situations, she not only helped me tackle the obvious but had the courage not to shy away from the more difficult topics. She helped me grow in every area of my life!"

-Kerryl Johnson


"I have made significant progress in all the areas I identified that I wanted to work on through this coaching program. I have torn down structures that weren’t working- both external and internal, and I have stripped out a lot of white noise in all areas of my life. The identification of my automatic ways of being enabled me to understand that was driving all of my ‘problem’ areas in different ways. I have let go of ‘baggage’, though recognize that a person constantly acquires new bags and so it is a constant process. I acknowledge that the baggage and the long-held views of myself will cause habitual reactions to happen- but I am committed to staying focused on recognizing and immediately dismissing the reaction. Enormous relief! Thank you Leslie!"

-Alexandra Levin, Nuveen Investments

 

Personal Growth Stories:

"I have always been confident in my professional life and good at making money. That’s why I wasn’t sure coaching was for me. My goals were more personal – I wanted more quality time with my family and to feel “under control” at work. I didn’t want to get derailed so often by employees, phone calls and clients. Year after year I thought, “next year things will be more settled and I will be less frazzled.” Knowing I was getting married, my commute would be longer and I didn’t want my personal life to suffer, I HAD to examine my life. Leslie was a fabulous guide. There was no magic wand and no rocket science involved. She helped me through a very logical and extremely direct approach. I accomplished more than I dreamed and Leslie coached me in areas I had not even considered. She has helped me to realize my goals in a straight forward, no apologies, no guilt fashion. Not only do I feel better about the course of my life, but my family has benefited as well. Thanks, Leslie, for guiding me to an intentional life!"

-Cindy Vandewater, Money Concepts


"Leslie's approach is to find out what my status, current habits, beliefs, "existing box" is all about.  The theory is that… you have to explore where you are, why, what is holding you in that box before you can go to the next level.  When she assigns that you do things that are uncomfortable, you must be able to do them.  For me it was to take the day off in the middle of the week.  It was almost impossible for me to do, it shattered all my belief system that hard working people never "just take the day off."
 
Her big thing is to breathe and focus, that was also a little weird for me, since I always rush around, without breathing, and I don't relax or talk slowly.  People who talk slowly make me crazy.  I think she did this on purpose to make me concentrate, to really listen, to relax.  It was very strange, but it worked.  I fought her at first and I thought she was a little crazy, but in the end, I was a changed person.
 
I expect our business to continue to grow with constant training, from people like Leslie and UBS training staff... My book has grown, my business has grown, my life is better, much more balanced, and I am much more at peace - at home, at work, in my family.  These were my specific goals identified when I hired Leslie.   I thank God everyday for my successes and peace, and I go to church, mass, 4 or 5 times a week.  My peace has been achieved.

On a side note, I hired her to coach my oldest daughter at the same time as me.  It changed her life too.  It gave her the confidence and the steps to do anything in the world.  She has a process to conquer all mountains.  She was her high school Student Council President after this.  She has been able to lose 20-25 pounds and is incredibly fit.  She can deal with stress, competition, goals, projects, almost anything.  It was huge.  Leslie and Mikki are still friends 4-5 years later.
 
In summary, I think Leslie really empowered me and my daughter to move to the next level personally and professionally.  I am hoping to do over $1 million, and am actually annualizing much higher than that now.  My team and I should be able to break all of my previous records in 2007, and that is after just a year of being here at UBS.  Plus as a team we are happy, we have fun, we work together."

-Jane Rojas
 UBS, Tucson, AZ


I am quite sure that having Marty as my coach has been one of the most important, valuable, meaningful and powerful investments I have ever made.

-Christy Rojas, Owner of Sealight Gallery and Aventura Artistica


"I love Doc’s patience and ability to see through my noise, give me clarity as to what I’m really saying and then helping me refocus on those things that are important. Also, Doc’s relationship coaching is fantastic, his ability to help me see things in my relationship is amazing. It has probably saved my marriage and enabled me to have a great relationship with my son."

-Mike Maffia, Wholesaler (asset management company)


"The coaching program has been a unique experience for me, as it has forced me to really look at myself in a way that I never thought to before. It helps me reflect on what has been accomplished and what hasn't been accomplished over periods of time rather than just keep moving forward. It allows me to actually move forward better because I use the past as a guide. Coaching has helped me embrace the less-is-more concept, I have gotten rid of a lot of clutter, both physical and mental. That has produced a sense of calmness and peace of mind which is wonderful. The practice of falling still has assisted with that as well. The coaching has also helped my communication be clear in that I question people to make sure they understood what I said and what is expected rather than just assuming they "got it." These are why the coaching program has been worthwhile to me. I am grateful that I took part in it."

-Eric Cima, The Tranel Financial Group, Libertyville, IL


"This session was incredible. It makes you go where you are afraid to go with goals, but brings them down to be able to handle in reality. Awesome!!"

-Melissa Blaylock


"My first coaching session with Leslie Jones was the beginning of a wonderful journey to understanding my commitments and myself. Leslie is like a beacon on the shores giving powerful and clear direction so that I can achieve the extraordinary life I have always envisioned for myself.

In both my personal and professional worlds Leslie has helped me see how my actions and direction were very different from my commitments. She helped me understand how to take my life where I want and not be coerced into living by my emotions and my circumstances.

The results have been real and striking. My wife and family, my business partners, clients and friends have recognized the power and confidence that comes from my newfound alignment between my actions and my commitments. This progress to my way of life has made my relationships more meaningful and productive. Doors are opening and momentum is building so that I can see and feel the financial, physical and emotional benefits.

The struggle to stay on course will be a lifelong responsibility and as long as Leslie Jones will offer, I will keep her on my team to help me navigate on what will continue to be a wonderful journey through life."

-Adam M. Sangillo


"I Joined Leslie's coaching program ready to make some changes in my personal and work life as I was going through a rather large transition at work. I was diagnosed with breast cancer the day after the coaching program started. This program not only helped me deal with all the issues in my personal and work life involved in being diagnosed with cancer, but it helped me to set up new structures for my new life after cancer. I am less stressed, more effective at work, more comfortable in all of my relationships and I have brought more balance into my life and am much healthier in body and spirit. I have a higher amount of success in my job with less time involved and more time for my outside interests. My key relationships have blossomed and I am communicating in a much more effective way. I am focused on what is important and I have set up structures to succeed in all areas of my life. Thank you Leslie!"

-Becca Binder, Wachovia Securities


"For women there is nothing more liberating than learning how to use our energy, power and compassion. We as women can be happier than ever before, and if we work together, can change the world. For over five years, I have known and mentored with Leslie who offers a brilliant and exhilarating perspective that will revolutionize every woman’s thinking about power, energy and compassion both professionally and personally. Leslie is a strong voice as a leader in the women’s empowerment movement. Personally I have witnessed Leslie in her work as a coach chisel through with her groups the tough stuff in life."

-Jeanne Stilwell


"As a new female Financial Advisor I found the coaching group that I participated in with Leslie Jones one of the most supportive, rewarding, and eye opening experiences to date. It is amazing what you discover about yourself when you are surrounded by supportive women who hold you responsible for your actions and feelings. It is even more amazing what you can accomplish. The awareness that this has brought to my everyday life is inspiring. I would recommend Leslie's coaching to anyone who needs clarity and focus in their life."

-Becca Binder, Wachovia Securities