Being a client

InCite Performance Group is a private client group for some of the top financial services companies in the United States and Canada.
InCite is comprised of over 100 clients.

InCite's intellectual capital includes tools, resources, training, advising, as well as the ability to attend our live training events.

Clients work with InCite to completely differentiate themselves from their competition. Our network of clients are some of the most elite financial services firms worldwide.

Why Join?

Are you ready?

  • Innovation, Sales, Growth, Profitability, and Value Creation
  • Advanced Advising and Coaching
  • A Valuable Network of Non-Competing Agencies & Brokers
  • Holistic Vertical Growth Training
  • Return on Investment
  • Risk Reduction Approach
  • Total Benefits Approach
  • Proactive Custom Plans

    • 10 Common organizational Problems That We Help Solve

  • Slow Implementation of Ideas
  • Deciding Where to Innovate
  • Sales Management
  • Differentiation
  • Hiring and Training Sales Talent
  • Perpetuating Producers
  • Perpetuating the Agency
  • Lack of Growth
  • Technology
  • Social Media / Web / Marketing
    • Contact us

    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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