Southwestern Consulting

What Southwestern Consulting does

Southwestern Consulting is a private professional services firm headquartered in Nashville, Tennessee, operating as a member company of the Southwestern Family of Companies, a direct-sales conglomerate whose roots date to 1855. The company delivers sales and leadership development across three core divisions: 1:1 coaching, group training, and a keynote speakers bureau. Its coaching portfolio comprises five 12-month programs — Professional Edge, Top Producer's Edge, Manager's Edge, Elite/Executive's Edge, and Student Coaching — each pairing clients with certified coaches (typically with 7+ years of top-producing experience) through twice-monthly virtual sessions, supported by 96-180+ online learning lessons, supplemental video content, and the proprietary Navigate™ behavioral assessment for coach matching. The training division offers standardized programs (Sales Kickoff, Leadership Lab, Business EQ Training, Elevate Mortgage, Sales Platoon) alongside fully customizable training packages delivered in-person or virtually, while the speakers bureau books keynote talent for corporate events.

The business model blends subscription-style recurring coaching revenue (12-month minimums), professional-services fees for customized corporate training, transaction/event revenue from Elite Retreat sponsorships (tiered up to $50,000 Platinum), and speaker booking commissions. Go-to-market is consultative and multi-channel: free Strategy Sessions and diagnostic tools (Sales Mastery Meter, Leadership Skills Quiz, Productivity Scorecard, Navigate Assessment) drive top-of-funnel conversion, supplemented by content marketing, The Action Catalyst podcast (top 5% globally), PR coverage, and an annual flagship Elite Retreat. Distribution is primarily direct field/enterprise sales with virtual delivery infrastructure enabling global reach, plus a partnership channel via Sales Platoon for U.S. veteran placement.

The company's customer base spans financial services (Edward Jones, Northwestern Mutual, Wells Fargo, Bankers Life), insurance (State Farm, Globe Life - Liberty National Division), mortgage (Cross Country Mortgage), automotive, fitness, healthcare, and education, with 22,000+ professionals coached globally over the past decade and operations claimed across 37 countries on six continents. The company holds no patents, has no disclosed outside funding, and operates with 51-100 employees as a privately held subsidiary under the Southwestern Family of Companies umbrella. Recent strategic activity centers on the 2025 internal promotion of Adam Outland to President, expansion of the training catalog with vertical-specific offerings (Elevate Mortgage), entry into student/parent coaching, and internationalization via a 7-language website footprint.

Name

Southwestern Consulting

Legal name

Southwestern Consulting

Website

https://southwesternconsulting.com

Company type

Private

Founded year

1855

Operating status

Operating

Headcount range

51–100 employees

Short description

Southwestern Consulting is a Nashville-based sales and leadership development firm that delivers 12-month 1:1 coaching programs, customized corporate training, and keynote speakers to sales professionals, managers, executives, and organizations across financial services, insurance, and other industries worldwide.

Ownership category

akta.pro rank

Product category

Sales Coaching and Leadership Training Services

NAICS

Professional and Management Development Training (611430), Business Schools and Computer and Management Training (6114), Educational Support Services (61171)

SIC

Services-Educational Services (8200), Services-Management Consulting Services (8742)

akta.pro primary industry

Consultative Selling & Discovery (EDABABAC)

akta.pro secondary industries

Strategy, Decision-Making & Business Acumen Coaching (EDABANAH), Coaching, Feedback & Mentoring Skills (EDABAMAM), Prospecting & Lead Generation (SDR/BDR) (EDABABAB)

Keywords

• Sales coaching services
• Leadership development training
• Executive coaching programs
• Professional development coaching
• Keynote speakers bureau

Headquarters

HQ city

Nashville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. 1:1 Coaching Programs: Long-term coaching engagements with minimum 12-month commitments. Programs include Professional Edge, Top Producer's Edge, Manager's Edge, Executive Edge, and Student Coaching. Revenue generated through coaching fees with virtual delivery.
2. Group Training Services: Customized training programs for organizations including Sales Kickoff, Leadership Lab, EQ Training, Elevate Mortgage, and Sales Platoon. Both in-person and virtual delivery options.
3. Keynote Speakers Bureau: Booking agency for keynote speakers including Adam Outland, Ron Alford, Dave Brown, and Emmie Brown for corporate events and conferences
4. Elite Retreat Sponsorship: Annual flagship event with tiered sponsorship packages ranging from $3,000 to $50,000, plus ticket sales

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

Southwestern Consulting delivers paid sales, leadership, and personal-development coaching and training through three divisions. The coaching division offers 12-month 1:1 programs (Professional Edge, Top Producer's Edge, Manager's Edge, Elite/Executive's Edge, and Student Coaching) with two monthly virtual sessions plus proprietary online learning content. The training division provides group programs (Sales Kickoff, Leadership Lab, Business EQ Training, Elevate Mortgage, Sales Platoon, and Customized Training) for organizations, delivered in person or virtually by certified trainers. A Speakers Bureau books keynote speakers for corporate events, supported by an annual flagship Elite Retreat event with tiered sponsorships.

Product overview

Southwestern Consulting is a personal development company offering three main divisions: 1:1 coaching, group training, and keynote speakers. The coaching division includes five distinct programs (Professional Edge, Top Producer's Edge, Manager's Edge, Elite/Executive's Edge, and Student Coaching), each running 12 months with 1:1 sessions, online learning modules, and supplemental video content. The training division offers both standardized programs (Sales Kickoff, Leadership Lab, EQ Training, Elevate Mortgage, Sales Platoon) and fully customized training across Sales Skills, Sales Management, Professional Development, and Leadership Development categories. The speakers bureau provides keynote speakers for events. Additional offerings include the Navigate Assessment diagnostic tool, free Strategy Sessions, and the annual Elite Retreat event. The company operates as part of the Southwestern Family of Companies with 160+ years of proven success principles.

Differentiator

Problem solved

Functional benefit

Products and services

• Professional Edge Coaching A 12-month 1:1 coaching program designed for driven professionals to sharpen communication, build confidence, develop high-performance habits, and accelerate career growth. Includes 2 monthly coaching calls, 96+ online learning lessons, 100+ supplemental videos, Navigate DISC Assessment, and 25% discount on Elite Retreat.
• Top Producer's Edge Coaching A 12-month 1:1 coaching program for sales professionals to increase income, build sustainable pipelines, and master sales skills. Includes 2 monthly coaching calls, 180+ online learning lessons, 140+ supplemental videos, and requires coaches to have 7+ years of top-producing sales experience.
• Manager's Edge Coaching A 12-month 1:1 coaching program for managers and leaders to improve leadership confidence, team communication, and performance management. Includes 2 monthly coaching calls, 180+ online learning lessons, and coaches with 7+ years of top-producing sales experience.
• Elite/Executive's Edge Coaching A 12-month 1:1 executive coaching program for C-suite executives and business owners to strengthen leadership presence, build high-performing team culture, and achieve strategic results. Includes 2 monthly coaching calls, 100+ online learning lessons, 60+ supplemental videos, and a complimentary Elite Retreat ticket for Executive tier.
• Student Coaching A coaching program pairing students (ages 13-21) with certified student coaches for personalized development. Includes 1:1 video coaching calls, training modules, assessments, and progress reports to build confidence, accountability, and real-world success habits.
• Sales Kickoff Training Customized, principle-based sales training to revitalize sales teams and ignite potential. Delivered by certified trainers as one of the nation's oldest direct-selling training programs.
• Leadership Lab Interactive leadership development training covering personal conferences, accountability conversations, field management, metrics analysis, and building strong sales culture. Companies report 24% improvement in productivity, 21% increase in engagement, 30% improvement in decision-making, and 22% increase in revenue.
• Business EQ Training Emotional intelligence training for leaders and sales professionals to build connections, foster trust, and lead with authenticity. Covers self-awareness, behavioral-based communication, stress management, and vision alignment.
• Elevate Mortgage Training A 6-month live virtual course for loan originators in their first six months, combining mortgage acumen and sales training. Includes weekly 90-minute sessions (weeks 1-8) and bi-monthly 60-minute sessions (weeks 9-24) with mortgage and sales implementation focus.
• Sales Platoon Sales training and placement program for U.S. veterans, utilizing a military-style boot camp process. Partners with Southwestern Consulting's world-class sales training to teach critical skills, sales fundamentals, and behaviors; graduates earn certifications in lead generation, referrals, and value-based selling.
• Customized Training Customizable training packages across four categories (Sales Skills, Sales Management, Professional Development, Leadership Development) at five skill levels (Beginner to Expert), available in multiple formats (Single Session, Half Day, Full Day, Multiple Days) in person or virtually.
• Southwestern Speakers Bureau Boutique speakers bureau providing world-class keynote speakers for sales, leadership, motivation, and productivity topics. Features speakers including Adam Outland, Ron Alford, Dave Brown, Emmie Brown, and Dana Banks.
• Elite Retreat Annual transformational retreat for top producers, sales leaders, and business owners held in Nashville, TN. Features tiered sponsorship packages ranging from Platinum ($50,000) to Copper ($3,000), plus attendee ticket sales.
• Consulting Solutions Additional consulting services including 360-Degree Individual Review, Engagement Assessment, Creed Creation, Shadow Days, Process Audits, and Talk to a Specialist consultations for organizational clients.

Quantifiable outcome

• 44% improvement in productivity after 12 months of coaching
• +11 more outcomes

Named customers12 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Sales PlatooncoreStrategic or Co-development PartnerPartnership with Sales Platoon, a program providing sales training and certifications to U.S. veterans for workforce placement. Southwestern Consulting provides world-class sales training curriculum while Sales Platoon handles veteran recruitment and military connections. Tax credits available for companies hiring graduates.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• GiANT Worldwide: Leadership development and coaching firm serving enterprise clients globally; overlaps with Southwestern's Manager's Edge, Executive Edge, and Leadership Lab offerings but with a different go-to-market motion.
• BetterUp: AI-enabled virtual coaching and leadership development platform serving enterprise customers; competes in the executive and manager coaching category with a more technology-scaled model.

Direct peers

• Richardson Sales Performance: Enterprise sales training and consulting firm offering sales skills, sales leadership, and customized training solutions; directly competing for the same B2B training budgets in financial services, insurance, and industrial verticals.
• FranklinCovey: Provider of leadership, sales performance, and execution training with both content subscriptions and enterprise delivery — overlapping with Southwestern's leadership, sales, and professional development offerings and similar enterprise go-to-market motion.
• Sandler Training: Global sales training and coaching franchise operating a comparable model of ongoing 1:1 coaching, group training, and certified-trainer delivery to sales professionals and leaders — directly competing for the same enterprise customer wallet.
• Dale Carnegie Training: Long-established sales, leadership, and professional development training provider with a global franchise network and course-based delivery; directly comparable in content categories (sales skills, leadership, communication) and customer segments.
• Wilson Learning: Sales and leadership performance improvement company offering customized training programs and assessments to global enterprises, closely aligned with Southwestern Consulting's group training and customized sales/leadership delivery.
• The Brooks Group: Sales training and sales management development firm serving B2B sales organizations with customized curriculum and coaching; comparable in mid-market and enterprise sales training delivery.

Broad incumbents

• Korn Ferry: Global organizational consulting firm with a sizable sales training and leadership development practice; competes on enterprise sales training and executive coaching but as part of a much broader talent and consulting portfolio.
• BTS: Global professional services firm focused on sales force effectiveness, leadership development, and strategy execution; overlaps with Southwestern's enterprise sales kickoff, leadership lab, and customized training offerings.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/southwesternconsulting
• Xx.com/sw_consulting
• LinkedInlinkedin.com/company/southwestern-consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Southwestern Consulting