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about us

We Help You Make More Money in Less Time.

In business, there is nothing more valuable than your time, yet far too many people don’t use it efficiently. We focus on your key leverage points so you can maximize the return on both your time and your money.

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Pat Norton

Pat Norton defines the term, “self made”. As a former UCLA football player, he broke the mold, earning three degrees before graduation.

Once his career ended, he cut his teeth at one of the world’s biggest insurance carriers, taking one of their divisions from $15m to hundreds of millions in revenue – in just 14 months.

From there, he started Norton Consulting to build highly profitable insurance practices for RIA’s, wealth managers and insurance brokers, helping to achieve accelerated revenue growth and scale. 

True to the motto from his playing days, “Work harder than everyone else, and play fast”, Pat is well respected for his authenticity, accountability and ability to quickly identify and solve problems.

Pat brings much more than just his insurance expertise. His world-class network includes some of the most successful business people in the country, with access to resources that is simply unparalleled.

ChrisMoe.jpeg

Chris Moe

Chris has built a long career working with clients and families to build their long-term, sustainable financial plans. 

He has successfully leveraged his expertise in life insurance and annuities to help his clients create of personalized strategies for wealth accumulation, estate planning, business continuation planning and income protection.

Chris works as part of our RIA consulting practice. He uses his extensive product knowledge and wide network to help our clients build out their insurance businesses, secure better contracts and compensation and grow their firms.

Chris is a graduate of the University of Hawaii and Danish Institute for Study Abroad (DIS). He has 12 years of experience in the financial services industry and holds his CHARTERED LIFE UNDERWRITER® designation from The American College. Chris has also completed his Series 7, 65, 63 licenses along with Life & Health licenses.

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Brad Daniel

Brad brings two decades of experience in both the insurance and RIA business. He founded and built a $600 million Registered Investment Advisor firm and migrated over $2 billion of client assets.

He specializes in delivering the expertise, resources and efficiency models to help our clients make new acquisitions, structure their operations and grow their businesses. Throughout his career, he has successfully built partner relationships, recruited high-performing advisors, built a large book of business and ran operations for multiple locations in multiple states.

Brad’s expertise includes: acquisitions & rollups, custodian and broker/dealer setups; corporate restructurings, advisor recruiting, accounting and payroll; and benefits management.

Brad is also an Enrolled Agent with the IRS, handling tax matters for advisory firms and other corporate clients around the country.

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Al Piper

Al runs PNC’s Kennected platform – our automated LinkedIn sales system. He has built his career helping business professionals and executives to bring in more leads, build their books of business and grow their revenues.

For over 20 years, Al has built client rosters for some of the most respected insurance and financial companies in the country. During that time, he grew his own HNW client rosters from scratch and built his own books of wealth management, insurance and tax & estate planning.

He works with insurance professionals, entrepreneurs, brokers and advisors to help them significantly increase their flow of qualified leads and build their centers of influence – in far less time than before.

Pat-temp

Pat Norton

Pat Norton defines the term, “self made”. As a former UCLA football player, he broke the mold, earning three degrees before graduation.

Once his career ended, he cut his teeth at one of the world’s biggest insurance carriers, taking one of their divisions from $15m to hundreds of millions in revenue – in just 14 months.

From there, he started Norton Consulting to build highly profitable insurance practices for RIA’s, wealth managers and insurance brokers, helping to achieve accelerated revenue growth and scale. 

True to the motto from his playing days, “Work harder than everyone else, and play fast”, Pat is well respected for his authenticity, accountability and ability to quickly identify and solve problems.

Pat brings much more than just his insurance expertise. His world-class network includes some of the most successful business people in the country, with access to resources that is simply unparalleled.

ChrisMoe.jpeg

Chris Moe

Chris has built a long career working with clients and families to build their long-term, sustainable financial plans. 

He has successfully leveraged his expertise in life insurance and annuities to help his clients create of personalized strategies for wealth accumulation, estate planning, business continuation planning and income protection.

Chris works as part of our RIA consulting practice. He uses his extensive product knowledge and wide network to help our clients build out their insurance businesses, secure better contracts and compensation and grow their firms.

Chris is a graduate of the University of Hawaii and Danish Institute for Study Abroad (DIS). He has 12 years of experience in the financial services industry and holds his CHARTERED LIFE UNDERWRITER® designation from The American College. Chris has also completed his Series 7, 65, 63 licenses along with Life & Health licenses.

BD.jpg

Brad Daniel

Brad brings two decades of experience in both the insurance and RIA business. He founded and built a $600 million Registered Investment Advisor firm and migrated over $2 billion of client assets.

He specializes in delivering the expertise, resources and efficiency models to help our clients make new acquisitions, structure their operations and grow their businesses. Throughout his career, he has successfully built partner relationships, recruited high-performing advisors, built a large book of business and ran operations for multiple locations in multiple states.

Brad’s expertise includes: acquisitions & rollups, custodian and broker/dealer setups; corporate restructurings, advisor recruiting, accounting and payroll; and benefits management.

Brad is also an Enrolled Agent with the IRS, handling tax matters for advisory firms and other corporate clients around the country.

Al-bw.jpg

Al Piper

Al runs PNC’s Kennected platform – our automated LinkedIn sales system. He has built his career helping business professionals and executives to bring in more leads, build their books of business and grow their revenues.

For over 20 years, Al has built client rosters for some of the most respected insurance and financial companies in the country. During that time, he grew his own HNW client rosters from scratch and built his own books of wealth management, insurance and tax & estate planning.

He works with insurance professionals, entrepreneurs, brokers and advisors to help them significantly increase their flow of qualified leads and build their centers of influence – in far less time than before.

Benefits of Working with Us

Find More Insurance Revenues

Even if you’re selling insurance, it’s likely your sales and comps are lower than they should be. We build you out new product lines, expand your current ones and negotiate commission structures up to 40% higher than the industry norms.

Build Out Your Insurance Platform

Most networking goes to waste, because no one can figure out how to make money. Every connection we make is for the purpose of being a fruitful, healthy relationship, where everyone can build their businesses and make more money.

Increase Client Revenues and Retention

Creating up a compliant insurance business takes years of expertise. We shorten that timeframe by bringing in the experts, resources, liability protections and contracts to get you up and running in as little as 30 days.

Compress Time

Our core metric is ROT – return on time. We identify where you’re generating revenues vs. how you spend your time. Then we compress years into months by focusing on those leverage points and multiplying your ROI.

Monetize Relationships

Most networking goes to waste, because no one can figure out how to make money. Every connection we make is for the purpose of being a fruitful, healthy relationship, where everyone can build their businesses and make more money.

Vet Deals

Managing dealflow is key. First, we identify which deals are relevant to your business and eliminate those which aren’t. Then we evaluate the keepers, clarify their value propositions and facilitate the close.

Get Things Done to Make More Money

Time really is money, so we move fast. We hone in on your highest-return activities, customers and offerings. Our sole focus is completing initiatives and closing deals to bring in more revenue in less time.

Build in More Lines
of Revenue

It’s a good bet more business is right under your nose. We know how to find the opportunities hidden inside your business. Then we build a plan, bring in resources and help you expand market share and grow your bottom line.

Access to the PNC Network

We plug you into our deep network of targeted contacts, business resources, technology, services and capital. We curate and manage each introduction, including the initial connection, follow-up and integration into your business model and roadmap.

Find More Insurance Revenues

Even if you’re selling insurance, it’s likely your sales and comps are lower than they should be. We build you out new product lines, expand your current ones and negotiate commission structures up to 40% higher than the industry norms.

Build Out Your Insurance Platform

Creating up a compliant insurance business takes years of expertise. We shorten that timeframe by bringing in the experts, resources, liability protections and contracts to get you up and running in as little as 30 days.

Increase Client Revenues and Retention

If you want to make more money, your choices are simple: find more clients or sell more to the ones you have. Selling new insurance products to existing clients significantly reduces sales cycles and overhead, while increasing revenues.

Compress Time

Our core metric is ROT – return on time. We identify where you’re generating revenues vs. how you spend your time. Then we compress years into months by focusing on those leverage points and multiplying your ROI.

Monetize Relationships

Most networking goes to waste, because no one can figure out how to make money. Every connection we make is for the purpose of being a fruitful, healthy relationship, where everyone can build their businesses and make more money.

Vet Deals

Managing dealflow is key. First, we identify which deals are relevant to your business and eliminate those which aren’t. Then we evaluate the keepers, clarify their value propositions and facilitate the close.

Get Things Done to Make More Money

Time really is money, so we move fast. We hone in on your highest-return activities, customers and offerings. Our sole focus is completing initiatives and closing deals to bring in more revenue in less time.

Build in More Lines of Revenue

It’s a good bet more business is right under your nose. We know how to find the opportunities hidden inside your business. Then we build a plan, bring in resources and help you expand market share and grow your bottom line.

Access to the PNC Network​

We plug you into our deep network of targeted contacts, business resources, technology, services and capital. We curate and manage each introduction, including the initial connection, follow-up and integration into your business model and roadmap.

Engagement Structures

retainer

Typical engagements include a retainer component. Retainers are based upon the nature, size and length of  the deal and are typically a minimum of three months.

revenue share

We have a simple philosophy: the more money we make, the more money we make. By incentivizing each partner, we’re able to build in maximum upside and structure win-win deals.

equity

For engagements with significant longer-term potential, we are open to negotiating equity stakes, with either flat percentages or escalators.

commission

For capital raises, private placements, M&A and other broker-related transactions. Commission structures are based on the nature and size of the deal.

Engagement Structures

retainer

Typical engagements include a retainer component. Retainers are based upon the nature, size and length of  the deal and are typically a minimum of three months.

revenue share

We have a simple philosophy: the more money we make, the more money we make. By incentivizing each partner, we’re able to build in maximum upside and structure win-win deals.

equity

For engagements with significant longer-term potential, we are open to negotiating equity stakes, with either flat percentages or escalators.

commission

For capital raises, private placements, M&A and other broker-related transactions. Commission structures are based on the nature and size of the deal.

Engagement Structures

retainer

Typical engagements include a retainer component. Retainers are based upon the nature, size and length of  the deal and are typically a minimum of three months.

revenue share

We have a simple philosophy: the more money we make, the more money we make. By incentivizing each partner, we’re able to build in maximum upside and structure win-win deals.

equity

For engagements with significant longer-term potential, we are open to negotiating equity stakes, with either flat percentages or escalators.

commission

For capital raises, private placements, M&A and other broker-related transactions. Commission structures are based on the nature and size of the deal.

Talk to Us

Find out how we can help you build your business, grow your revenues or get your deal completed. Contact us to learn more.