phone 800.991.6695

Our Team


Jack Beatty

Founder (1938 - 2014)

His visionary ways changed how advisors interacted with their clients, by challenging them to step outside their comfort zones to go deeper in their client conversations and relationships. The rest of the C.O.R.E. team is prepared to carry out his mission and honor his legacy by continuing to help advisors improve themselves so they can better help their clients.