In today’s performance-driven environment, financial advisors and leaders are expected to make critical decisions, build trust quickly, and execute consistently—often in high-pressure situations where outcomes are uncertain and stakes are personal.
Phillip Koontz brings a rare and credible perspective on what it truly means to perform under pressure.
As a former U.S. Navy SEAL Officer, Phil understands firsthand that success is not built on talent or market conditions alone—it is built on preparation, communication, and the ability to act with clarity and confidence when it matters most. His programs are designed to help professionals translate elite performance principles into practical behaviors that improve client conversations, strengthen team accountability, and drive more consistent execution.
Audiences walk away with:
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A clear understanding of how elite performers prepare for high-stakes moments—from first client meetings to recruiting conversations
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Practical tools for maintaining composure and confidence in uncertain or rapidly changing environments
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Frameworks for building trust quickly with prospects, clients, and Centers of Influence
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Strategies to improve communication and decision-making under pressure
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A renewed sense of personal accountability and performance standards that drive daily execution
Phil’s message resonates strongly with:
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Advisors working to grow their book through stronger client engagement
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Leaders focused on recruiting and developing next-generation talent
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Teams looking to improve collaboration and consistency
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Professionals who must show up prepared to perform in every interaction
Whether delivered as a keynote, workshop, or part of a broader Recruiting, COI, or Run Your Business Like a CEO initiative, Phil equips audiences with the mindset and habits required to turn preparation into performance—and performance into results.
- Overcoming Adversity – A Navy SEAL’s Advice on Facing Life’s Many Challenges
- Living Free and Fearless – Self-Defense Training for Everyday Situations
- Three Dimensional Leadership – Learning to Lead in ALL Environments and Circumstances
- Prepared for the Unknown – Three Practical Lessons from a Navy SEAL That Will Give You Peace of Mind
I’ve had the honor of working with Phillip Koontz over the last few years. We have run dozens of meetings together and presented to thousands of clients/guests. He is, by far, the best military community speaker available and offers great value in his partnership.”
— Tony Strittholt, CRPC, Vice President, Business Development American Century Investments
“Phil’s story is a true “experience” for our financial advisor partners. As Phil presented, the audience was extremely engaged, with the majority of the advisors taking down notes on certain parts of his story and breakdowns of his best practices. Immediately after the presentation, the Morgan Stanley Branch Manager asked me when Phil could come back again!”
– Pat Campbell, Lincoln Financial Distributors
“Phil was an incredibly inspiring speaker for our group. As a former Navy SEAL, he shared the importance of preparation and determination in every aspect…”
— Mike May
A Partial List of Phil’s Financial Services’ Clients
Travels From: Colorado
City: Denver
$10,001 to $15,000
