BRANCH & REGIONAL LEADER COACHING

Designed for branch managers, regional directors, area VPs, and high-potential producers being groomed for leadership — the people in the middle of your organization who determine whether your strategy actually executes.

WHAT YOU GET

Leadership Identity Development
Moving from 'top producer' to 'leader of top producers' — the identity shift that changes everything about how they show up.
Producer Management Skills
How to lead independent-minded originators without micromanaging, and how to hold people accountable without losing them.
Recruiting & Retention Tactics
Practical strategies for attracting top loan officers and keeping them in a competitive talent environment.
Referral Network Building
Building local market presence and referral relationships that generate consistent, predictable volume.
Difficult Conversation Frameworks
Navigating conflict, performance issues, and hard conversations with confidence — not avoidance.
Choice of Format
Individual 1-on-1 coaching or a group cohort of 6–10 leaders from non-competing organizations — whichever fits your situation.

OUTCOMES YOU CAN EXPECT

Branch leaders who solve problems, not escalate them —
the calls to your desk drop significantly.
Stronger recruiting and retention at the branch level —
your best producers stop leaving for competitors.
Consistent volume from more locations —
more branches performing at a higher level, more reliably.
A leadership pipeline you can count on —
branch leaders ready to step into regional roles when the time comes.
Local market presence that compounds —
referral networks and community relationships built to last, not just the next quarter.

“The performance gap between a strong branch leader and a struggling one is not marginal — it’s enormous. One builds culture and drives volume. The other loses talent and creates problems that land on your desk.”

— DAVID LYKKEN

WHO THIS IS FOR

Branch managers —
who were great originators but never developed as leaders
Regional directors —
carrying accountability for multiple locations and teams
Area VPs —
who need to lead at scale without being the smartest person in every room
High-potential producers —
being groomed for leadership roles in the next 12–24 months

Ready to explore what this engagement could look like for you? Schedule a no-obligation discovery call — we’ll talk through where you are and whether working together makes sense.