Client Reviews

"Invest in yourself and/or your business by learning and implementing the sales tactics, sales process psychology, and efficiencies taught by Chuck Bauer in his sales training and business ownership programs, whether you're in sales or an owner or do both. Then track the return on your investment!"Josh Sutton
President, Elite Roofing & Restoration Services
Dallas, Texas

"I decided to take Chuck's one-on-one coaching to the next level with the addition of Sales/Biz WATCH. This program proves that Chuck doesn't just teach theory, but executes his sales & business techniques at a high-level every single day. The motivation, confidence, and possibilities I brought back to my business are PRICELESS. If you want a leg up on your competition, I highly recommend this program!"Jeff Mathews, CPA
Owner, Jeffrey B. Mathews CPA
Sulphur, LA

“Coaching with Chuck Bauer has helped me implement procedures that doubled my production. To date, I am making more than three times what I was making when I first began coaching. Time management skills and the effective use of Outlook have helped me most in revenue-production activities!”Ashleigh Cloud Trent
Insurance Advisor, SwingleCollins & Associates
Dallas, Texas

“I've been through a lot of cookie-cutter training programs in the past. Chuck's sales training programs are very different! These are not the types of classes you will see anywhere else!”Cynthia Cabaza
Vice President, Shepard Walton King Insurance Group
McAllen, Texas

“Chuck can help you double your production and manage your day better. He can help you handle your book of business better. His techniques can also help managers effectively manage their staff and producers.”Raul Cabaza III
President, Shepard Walton King Insurance Group
McAllen, Texas

“Chuck has an outstanding track record of helping salespeople, including independent insurance agents, realize their success aspirations. For IIAT producers committed to ramping up their pipelines, improving close ratios, and managing time more efficiently, I recommend the IIAT Mastermind Groups with Chuck Bauer.” Rick Bondurant
Director of Management Resources, Independent Insurance Agents Of Texas
Austin, Texas

"When Chuck showed me his programs, I was sold! He's in Dallas and I'm in the Cayman Islands, but our coaching sessions are done over WebEx and can happen anywhere. He's taught me to be more efficient, so I can work only four days a week and still make more money! Since coaching with Chuck, I've increased my income about 40%. He also has a great personality and really cares about his students' success—that's what sets him apart!" Heidi Kiss
Broker / Owner, Capital Realty
Cayman Islands

"Chuck has contributed greatly to my increased personal and business productivity. My closing rate has increased by 28% since I started working with him—about 22 monthly clients with upfront fees of $25,000(±) and recurring annual fees of close to $100,000! I consider his influence to be a large part of that increase and my success!"Tom Bowman CPA, PC
Owner, Bowman & Company CPA, PC
Columbia, Maryland

"We have been utilizing a team approach for client management within our Financial Planning Practice for over 20 years. With many processes and procedures in place to create a unique client experience, several key team members felt they were working at capacity, limiting their ability to provide the level of service intended for our clients. With our client experience a high priority, we sought a set of outside eyes to help us fine-tune our team. We asked Chuck to find efficiencies for our team members so we could continue to grow our practice without sacrificing client experience or adding additional support staff. Through his customized, two-day onsite working session alongside our team, Chuck quickly determined several time-saving steps for our technology practices, provided cutting edge ideas to better communicate with our clients and gave our staff more time in their day to best serve our clients. The time and treasury we committed with Chuck has been well worth the investment."Jeff Bigler
President, Advanced Financial Consultants
Rochester, MN

“One of my best investments—Chuck made our practice more efficient, refocused, and gave me the confidence and selling tactics I needed to help us grow quickly. By applying his strategies, I have experienced $330K in growth in 1 year and maintain a close rate of 75% across all leads! Want to increase revenue and efficiencies? I suggest you give Chuck a call today.”Zach Bryant
Vice President, Bryant & Associates, P.C.
Lincoln, NE

"Chuck helped me experience continuous growth and success. I now work only three days a week, spend more time with my family, and I still make $250K annually. I have also been the recipient of my company's Multi-Million Dollar Club Award for three years in a row! Thanks Chuck!"Angel Frias
NDT Account Manager, Creaform
Houston, TX

“What I gained most from The Concierge CPA is confidence—and potential clients can see it. Clients now see how we can propel their financial success with the value and skills we provide. I LOVE Coach Jackie and Coach Chuck! Their methods are repeatable and can be adapted to a small, large, or scaling business.”Kendall Broda, CPA, CTC
Owner, Taxes by the Sea
Oceanside, CA

“Chuck Bauer is genuine. He talks the talk and walks the walk. He does all the things he tells us to do and succeeds at each. His knowledge and implementation motivates us and inspires us to think of innovative ways to improve ourselves and our business. I appreciate his help and advice along the way and take every opportunity to recommend him to colleagues and associates. I look forward to continuing coaching with him.”Brian McGinn, CPA
Owner, Complete Small Business Solutions
Sarasota, Florida

“Next year will be the biggest year ever in earnings. With the systems developed and put in place during the first six months of coaching, we should, going forward, easily average $35,000 per month in earnings. Coach Chuck’s systems and recommendations were instrumental in achieving this success!”Craig Cheeseman
Investment Advisor, Transamerica Financial Services
Salem, South Dakota

“In addition to being a gifted motivational speaker, Chuck Bauer has the rare ability to understand any industry. Chuck quickly learned the specifics of our business, and then, based on our needs, created a program that turned our inside customer service group into a Lean, Mean Professional Sales Force. Their improved confidence in closing skills has increased their closing rate on new and existing businesses. Their control of their time has increased efficiency and productivity. Chuck’s no-nonsense approach and great sense of humor will keep your people engaged in the process—turning the usual nay-sayers into willing participants. Chuck’s the man—call him TODAY!”Joe Munoz
President, Enginetech
Dallas, Texas