Time Is Money ~ Let's Create More Time


Private consulting services are designed to analyze your operations and develop a structured solution to increase your production credits and grow your sales practice.


A 10-week virtual group coaching program designed to transform your sales practice. Visit our services page to find out how to enroll in an upcoming session.


The micro-coaching and direct text support programs provide implementation planning services as well as a wide range of services tailored to fit your schedule and budget. Visit our services page to learn more.

  • "Highly professional and thoughtful with her programs. Lori has proven her methods with her clients to be able to show significant increase!"

    Everyday Communities Inc. ~Edmonton AB

  • If you could bottle energy, it would be named Lori Brooks. If you're in the financial industry, this is one investment you will NOT regret.

    Take Control Marketing ~Port Orange FL

  • Experience and business understanding that goes well beyond the word consulting. Lori will provide the answers you need to move your business forward.

    Heggen Group, LLC ~Boston MA

  • Schedule your 20-minute strategy session to begin transforming your practice today!


    Lori Brooks is a Procedure Improvement Specialist, providing a wide range of cutting-edge consulting services tailored to your specific needs. For over a decade, Lori has designed and customized techniques to help financial professionals: optimize workflow, streamline office procedures and increase productivity. Schedule your strategy session today!

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    Contact Info

    +1 617 905 - 6939
    25 Dorchester Avenue, #51894
    Boston, MA 02205