Your Strategic Partner for Exceptional Growth and Leadership

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InCite Performance Group helps financial services companies thrive with unmatched expertise in executive coaching, sales growth strategies, and operational excellence. We don’t just consult—we drive sustainable success and elevate your market position

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who we are

At InCite, we specialize in guiding financial service companies to achieve strategic execution and innovation.

Our diverse team of seasoned experts sets us apart.

Each brings decades of experience across multiple domains within the financial services industry. From executive leadership and operational excellence to sales growth and client experience innovation, our advisors provide holistic, strategic solutions.

Whether you’re navigating complex challenges or positioning your organization for future growth, we offer the insight and proven methodologies that make it possible.

Overview

Our comprehensive services drive tangible results.

Sales Growth

Elevate your business performance with tailored sales strategies and time-tested methodologies that maximize impact and drive revenue growth.

Enhance Your Sales Strategy

Executive Development

Bolster your leaders with elite-level training and coaching designed to enhance decision-making and foster a culture of strategic leadership.

strengthen Your Leadership

Operations Excellence

Refine and streamline your operational processes to achieve greater efficiency, reduce costs, and sustain growth across your organization.

Optimize Your Operations

Trusted by Leaders Across the Industry

Scott Moak
Ross & Yerger

"I really don’t know where to start to try and explain the support from InCite over the years. I feel like InCite is a household name in our agency at this point. Whether its executive coaching, sales training and development, operational efficiencies or just someone to bounce ideas off, I would attribute much of our growth and success at Ross & Yerger to the coaching of InCite. They have already “built the plane”, so to speak, with their inventory of deliverable tools, resources, coaching and business acumen, you just simply must be curious enough to ask the right questions. If I were seeking to start an agency from scratch, or grow one to be in the Top 100, my first call would be to the team at InCite. More than anything, these guys are friends…..they just happen to be really good at what they do."

Brandon Mueller
Seubert

“We have worked with InCite Performance Group for many years and have always found tremendous value in our relationship with their firm. Recently I asked their team to deliver a multi-session training course on “Large Account Sales” and it was extremely informative for my team. They clearly have expertise in producer coaching and this session elevated our sales IQ even further to tackle complex opportunities. I recommend them highly.”

Roy Reichold
Lakenan

“I have had the opportunity to work with Larry Linne and the InCite Performance Group in one capacity or another since 2009. I have found their team to be deep insurance industry experts, versus the generic “sales coaches” that are out there. The team at InCite always capture the pulse of what is going on in the business world. They use their knowledge to design training and development programs that make a difference and help us deliver results. They deliver content and application exercises that are fresh and new, and we highly recommend them to firms that are looking to innovate and strengthen their growth culture. They have significantly made a difference with my staff and myself.”

Ray Greer
Sterling Seacrest Pritchard

"I can't say enough about InCite’s Sales Mastery program. The training went beyond surface-level tactics, diving into the core reasons why customers choose us. Gordon's facilitation was top-notch, seamlessly blending conceptual learning with dynamic role-play exercises that truly tested our skills. I was particularly impressed by the focus on the psychology of persuasion, paired with industry-specific language and approaches. This program didn't just teach theory—it equipped me with practical tools and strategies that I can immediately apply in my career. Moreover, the opportunity to connect with peers from across North America was invaluable; I gained diverse insights and forged meaningful connections. Overall, this was an exceptional experience, well worth the investment of time and effort."

Proven results to transform your business

With decades of combined experience and a deep commitment to success,
InCite delivers exceptional results for financial service companies.

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Years of Industry
Leadership

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Advised Over 300+ Agencies
and Firms

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Top-Tier Expertise Across
10+ Areas of Financial Services

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Over $2 Billion in
Client Impact

with proven expertise

Our comprehensive services are made to drive tangible results. They support your business at every stage with specialized strategies and industry-leading solutions.

1

Unmatched Industry Expertise

Our team comprises seasoned professionals with decades of combined experience in the financial services sector. We offer unparalleled insight and strategic direction tailored to your needs.

2

Results-Driven Solutions

We focus on delivering measurable outcomes, ensuring that every strategy we implement translates to tangible improvements in performance and growth.

3

Enduring Partnerships

Our client relationships are built to last. We partner with your teams to achieve sustainable growth and ensure continuous value.

4

Customized Strategic Support

Our team of advisors have decades of experience leading and guiding financial service companies.

Get In Touch

Have questions or need assistance? Get in touch with us—we’re here to help make your experience seamless!

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Explore Our Insights

Stay informed and gain strategic advantage with our cutting-edge thought leadership. Our content dives into industry trends and leadership strategies to help financial service companies excel.