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There is a very definite line that separates the good from the great in the consulting world. A great consultant does business based on relationships, but they walk a very thin line. A great consultant must know the client well enough to provide both short and long term counsel that will deliver significant measurable results. However, they must be distant enough that they can be objective about the brand and those that represent it on all fronts. The consultant’s role is to be an outside eye that understands the market and directs a business, providing tactical moves to accomplish the company’s goals.


From large groups to small, I excel at connecting with my audience and relating to both the individuals and the group as a whole. I understand that there are many personality styles and dynamics on any team, and I pride myself on using my years of experience to quickly identify those and use them as aides to help the audience really grasp the content. My goal is always to transfer and teach information to the group in a way that resonates with each person and everyone understands, but I go beyond that. I give practical advice and action steps to the group so they can see tangible results. My style is always upbeat, energetic and practical. I want the sessions to be productive, dynamic and fun. I want the team to be engaged, participating in the process so they can make it their own.

Consulting Philosophy:

I bring not only current information and studies of the topics consulted on, but also life experience in the corporate world. The goal is to give practical and actionable steps to the client to implement immediately.

Areas of expertise:
  • Productivity
  • Mindset
  • Leadership
  • Training, manager/employee relationships
  • Insurance sales
  • Sales
  • Sales process
  • Prospecting
  • Overcoming objections
  • Closing the sale
  • Recruiting
  • Hiring and retention
  • Training your team
  • Developing leaders
  • Creating a positive company culture
  • Team building
  • Personal development
  • Planning, goal setting
  • Slump busting


A little more on the areas I focus on:


Productivity: On the topic of productivity I share key steps for individuals and companies, employees and entrepreneurs on how to stay the most productive and yield the highest amounts of returns. I show the audience how to see results in there business and personal life by making minimal adjustments and how to overcome a minimum thinking mindset.
Leadership: With the topic of leadership, I challenge everyone to think as a leader regardless of their role within their organizations. Helping them understand that everyone must grow as a leader in order for growth to happen and show them how to overcome the most dangerous excuses and limiting beliefs that we all deal with that destroy progress and living your to your full potential.


Personal Development: Speaking on personal development, we will delve deep on the need to consistently continue to grow out of mindsets that hinder our lives both personally and professionally, such as: living with limiting beliefs, self-sabotage, procrastination, and staying comfortable and not living to our potential. I challenge and give actionable steps to the audience to commit to bigger goals, stay consistent to those goals, and to ultimately surpass them.


What you can expect:
1.) Prompt, professional replies to your phone calls and email messages.


2.) A personal phone or virtual consultation (via skype or zoom) with me or a member of my team prior to your event, so we can better understand how we can best serve you and your audience/ team.


3.) An announcement about your event on my blog and social media channels. (Assuming that your event is open to the public and you desire additional visibility for it.)


4.) A professionally prepared, dynamically delivered presentation focused on achieving the outcomes you want with your audience.


5.) A follow-up communication after the event with someone on my team. A survey will also be given via a link that will ask for feedback as well as input and improvements that you may think are needed.

Short and Long term Consulting options

One time sit down with owner, manager, management team, etc. covering areas of concern.
One time sit down with follow-up training sessions with management team, field force, etc. (whether next 2 or 3 days for a few hours at a time or once a week for next few weeks.)

I look forward to connecting with you.
Contact me Today at: Or call 361-537-8080


I would recommend Richard Trevino for any sales organization that is looking to grow people and production.

Charles Mccrann
Aflac – District Service Coordinator 23 yrs

Richard Trevino has helped me fine tune my leadership skills, speaking ability, and continues to give me guidance as I manage my 30+ person agency. We have seen dramatic Improvements after Richard has been Consulting with me.

Raymond Scott
True Northern Insurance Agency
Insurance broker 10+ yrs