Curtis McCullom CEC, CMS-CHt

Experience

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  Independent Order of Foresters

  Oct 1990 - Jan 1993

  Financial Sales Manager

  When I joined the Independent Order of Foresters, the challenge was clear: the team’s sales performance was inconsistent, and there was untapped potential for growth in client acquisition and revenue generation. The sales team lacked a structured approach to meet targets consistently, and the organization needed a leader to drive results while mentoring others to success.I developed and implemented effective sales strategies, trained and mentored a team of six, and shared proven techniques that maximized productivity. My efforts extended beyond my team, as I was selected to teach advanced sales methods to other company representatives. By focusing on a relationship-driven sales approach and leveraging personalized coaching, I transformed the sales culture within my sphere of influence.As a result, I shattered standing records for annual sales and production, tripled my personal income in a single year, and earned prestigious awards, including “Rookie of the Year” and “Agent of the Year.” My impact not only elevated individual and team performance but also set a new standard for success within the company. Show less

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  RA Lotter Financial Services

  Feb 1993 - Dec 1996

  Sales Manager Financial Services

  The sales team struggled with inconsistent performance and lacked motivation to consistently meet production goals. And they had limited training and development opportunities for the team, leading to skill gaps in consultative selling.Plus, they got Inefficient tracking and adjustments to sales strategies based on performance data.Here’s what I did:- Led and motivated a team of 8 sales professionals, fostering a positive environment and leading by example to consistently achieve company objectives.- Designed and implemented weekly sales training sessions focused on enhancing consultative selling techniques and aligning with company production goals.- Collaborated with the company president to analyze weekly sales metrics and made strategic adjustments to improve performance.- Utilized consultative selling techniques to successfully engage clients in annuity and insurance product investments.After working with me, we together:- Elevated team performance, leading to consistently exceeding sales quotas in estate planning and annuity solutions.- Recognized for top production and successfully leading a team of 12 to surpass estate planning and annuities targets.- Improved team morale and skillsets through regular coaching and targeted training programs.- Enhanced operational efficiency by proactively addressing performance gaps and making data-driven strategic adjustments. Show less

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  WM Financial Services

  Mar 1996 - Dec 2002

  Senior Financial Consultant

  The team struggled with underperforming sales and inconsistent client acquisition.They had limited expertise in selling high-value financial products to new and existing clients.They needed structured coaching and strategy to improve team productivity and meet revenue targets.That’s where I came in, I:- Designed and implemented a results-driven coaching program for a team of 10, focusing on selling diverse financial products and services.- Developed customized sales strategies and guided the team in building strong client relationships.- Streamlined processes to improve efficiency and maximize client retention.Achievements:As a result, we:- Grew sales production by 300%, generating over $12M in annuity sales annually.- Consistently ranked in the Top 10% or Top 15% of producers among 600+ consultants.- Delivered gross commissions of over $600K per year within just two years of hire.- Elevated team performance and established a high-achieving sales culture, driving long-term success. Show less

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  CBM Financial and Insurance Services

  Jan 2003 - Jun 2008

  Managing Director

  The 55+ community struggled to find personalized investment and retirement planning services. Traditional marketing efforts were failing to connect with this audience, and the team lacked cohesive strategies to replicate success across operations.What I Did:- Founded and built the company, establishing its vision and strategy.- Developed profitable, multi-channel marketing strategies, including email campaigns, direct mail, webinars, seminars, and telemarketing scripts.- Created and trained a team of 12 using simplified, repeatable success strategies.- Authored the sales manual, “60 Minutes to 6 Figures,” to streamline and scale sales success.- Delivered engaging personal development workshops tailored to local institutions.- Innovated the “Rapport Factor®” selling technique and gained recognition through an interview in Selling Power magazine.Achievements After Working With Me:- Successfully positioned the company as a trusted provider for investment and retirement planning in the 55+ community.- Increased client acquisition and retention through targeted, high-converting marketing strategies.- Built a cohesive team empowered to deliver consistent, scalable results.- Elevated the company’s reputation through thought leadership and expert recognition in top-tier sales publications. Show less

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  Inland Valley Church of Christ

  Mar 2005 - Mar 2009

  Managing Director

  The congregation faced limited growth, struggling with a small membership base of only 5 members. There was a lack of structure for managing membership issues, and the leadership team faced difficulties in resolving personal conflicts and ensuring overall community engagement. Additionally, the church lacked a clear marketing strategy, and there were compliance challenges related to non-profit regulations.I took charge of developing and executing a growth strategy, focusing on building a strong foundation for the church. By leading the leadership team, I resolved membership complaints and addressed personal issues within the congregation. I implemented a market research strategy to understand community trends and adjusted our approach to growth accordingly. I also ensured compliance by managing corporate issues and establishing the necessary 501(c) documents. Throughout this, I led by example, using servant-leadership to motivate both the congregation and leadership team.As a result of my leadership, membership grew by over 2000%, from just 5 members to over 100. The congregation was better equipped to resolve internal issues, leading to a more harmonious and engaged community. The church also saw improved marketing effectiveness and alignment with community needs, contributing to sustained growth. Additionally, the church became fully compliant with non-profit regulations, ensuring long-term operational stability and success. Show less

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  Crestpoint Financial Services, LLC

  Mar 2009 - Oct 2014

  Managing Director

  Crestpoint Financial Services was facing difficulty in standing out in a competitive financial market. Despite having a strong foundation, they struggled with identifying clear growth strategies and engaging potential clients in a saturated industry. Recruiting and training the right talent for specialized marketing was also a major challenge.I worked with Crestpoint to identify key opportunities in the market and helped them establish a clear, competitive advantage by leveraging data-driven insights and market trends. I also helped design targeted strategies to recruit, train, and coach associates, improving their marketing approach. Additionally, I supported Crestpoint in delivering educational workshops that resonated with key professionals in the Human Resources industry, including PHIRA members.After working with me, Crestpoint Financial Services experienced significant growth, standing out in a crowded market. They successfully attracted more clients, especially from targeted professional groups, and saw an increase in both lead generation and revenue. Their associates became more effective marketers, and the company’s brand reputation grew through specialized workshops that educated and empowered their client base. Show less

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  Prudential Financial

  Oct 2015 - Dec 2017

  Manager, Financial Services at The Prudential Insurance Company of America

  Before working with me, the Manager of Financial Services at Prudential was facing challenges in scaling the team effectively. They had a scratch staff and struggled with the recruitment and training of advisors to build a sustainable and effective team. Additionally, they were looking to strengthen community relationships and improve the development of Financial Professional Associates (FPAs) in a competitive market.I provided customized coaching and training to help the manager recruit and build a strong team of advisors from the ground up. I guided them in creating a structured, relationship-based sales process and marketing strategy to attract new clients. Additionally, I helped them develop long-term relationships with local business leaders to build a stronger presence in the community. Through leadership coaching, I also focused on improving the growth and development of the Financial Professional Associates (FPAs) in client relationship management and business development.After working with me, the Manager successfully grew their team to as many as 12 advisors. They were able to streamline the recruitment process, develop highly skilled and motivated associates, and establish a robust community network. This resulted in increased client acquisition, stronger relationships with business leaders, and a more successful and effective sales team. The overall performance and productivity of the team improved, contributing to the long-term success of their division. Show less

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  National Life Group

  Jan 2018 - Feb 2019

  Southern California Agency Managing Director

  The agency was in its early stages, facing difficulties in building a strong team and establishing effective training programs. Recruitment was slow, and there was a lack of structured training to support new agents.I worked closely with the leadership team to develop comprehensive training modules tailored to the agency's needs. I facilitated engaging training sessions to ensure agents received the knowledge and support necessary to succeed. Additionally, I led a targeted recruitment campaign to attract and hire top talent.In just five months, the agency successfully recruited over 5 new agents, expanding its team and building a foundation for future growth. The agents were better equipped with the skills and knowledge needed to thrive, leading to a stronger, more cohesive team and accelerated business development. Show less

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  Bespoke Human Potential Coaching

  Jan 2018 - now

  Many clients were struggling with personal and professional stagnation. Despite their accomplishments, they felt disconnected, overwhelmed, or unable to break through limiting beliefs and mindset blocks.I introduced the L.G.E.T. Mindset™ (Learn, Grow, Expand, and Transform), providing tailored coaching programs designed to address each client's unique obstacles. I utilized my expertise in hypnotherapy, NLP, MER®, and life coaching to guide them through transformational shifts, helping them develop clarity, focus, and emotional resilience.As a result, clients experienced profound personal growth, overcoming self-imposed limitations and achieving greater success with balance. They unlocked their true abilities, gaining newfound confidence and clarity in their personal and professional lives. Many went on to lead high-performing teams, launch successful ventures, and achieve goals they once thought unattainable. Show less Ever wondered what really happens behind the success stories of millionaires?That's exactly what drove me to start "The Curtis McCullom Show."Picture this:→ A small room turned home studio→ A second-hand mic→ And burning curiosity about successFast forward today:I've sat across:→ Tech founders who built empires from garages→ Bootstrappers who turned $100 into $10 million→ College dropouts who now sign million-dollar dealsBut here's what makes my heart race:Every episode uncovers the raw, unfiltered truth about:→ The sleepless nights before success→ The failed attempts nobody talks about→ The turning points that changed everythingThe numbers tell a story too:→ 50,000+ monthly listeners→ 100+ millionaire interviews→ Countless success stories sharedBut the real magic?When a listener messages:"Your last episode gave me the courage to start."That's why I do this.Not just to interview millionaires.But to show that success leaves clues.And I'm here to uncover them, one episode at a time. Show less

  • CEO & Human Potential Coach

    Jun 2018 - now

  • Podcast Host

    Jan 2018 - now