More than 35 years ago I embarked on a career that I never dreamt would be so fulfilling – or fruitful, but it has been both.
The ability to help people find safety and security in insurance was fulfilling. I enjoyed discovering what was important to my clients – always family first, then home and auto – and helping them protect what was valuable to them.
The ability to make a difference for my own family – children and grandchildren – has been equally fulfilling, and fruitful.
At State Farm I was a successful agent and manager. I served as a liaison between the company and agents, consulting on growth. In this position I tapped into my ability to help individuals identify their goals and the roadblocks to reaching them. I helped them make big and small enhancements to their personal and professional practices and processes, which put their goals in reach.
Today I am here to help you – no matter what company you work for or how big or small your business is. If you want to grow, I am here to make it happen.
Contact me today for a free, 1-hour assessment. Together we can achieve great things.
The ability to help people find safety and security in insurance was fulfilling. I enjoyed discovering what was important to my clients – always family first, then home and auto – and helping them protect what was valuable to them.
The ability to make a difference for my own family – children and grandchildren – has been equally fulfilling, and fruitful.
At State Farm I was a successful agent and manager. I served as a liaison between the company and agents, consulting on growth. In this position I tapped into my ability to help individuals identify their goals and the roadblocks to reaching them. I helped them make big and small enhancements to their personal and professional practices and processes, which put their goals in reach.
Today I am here to help you – no matter what company you work for or how big or small your business is. If you want to grow, I am here to make it happen.
Contact me today for a free, 1-hour assessment. Together we can achieve great things.
CREDENTIALS
Professional Business Coach Alliance (PBCA)
Member, Certified and Trained
Extended DISC
Trained and Licensed
Institute of Management Consultants (IMC)
Member
International Coaching Federation (ICF)
Member
Sales Manage Solutions (SMS)
Recruit the Best: Can They Sell (CTS) Assessments
Certified and Trained
One Page Business Plan (OPBP)
Certified and Trained
GAMA, International
Speaker and Facilitator
Can They Sell Sales Profile, Recruiting and Selection Process
Licensed Certified Advisor and Distributor
The One Page Business Plan Company
Licensed Certified Consultant
Member, Certified and Trained
Extended DISC
Trained and Licensed
Institute of Management Consultants (IMC)
Member
International Coaching Federation (ICF)
Member
Sales Manage Solutions (SMS)
Recruit the Best: Can They Sell (CTS) Assessments
Certified and Trained
One Page Business Plan (OPBP)
Certified and Trained
GAMA, International
Speaker and Facilitator
Can They Sell Sales Profile, Recruiting and Selection Process
Licensed Certified Advisor and Distributor
The One Page Business Plan Company
Licensed Certified Consultant
LICENSES
Can They Sell Sales Profile, Recruiting and Selection Process
Certified Advisor and Distributor
The One Page Business Plan Company
Certified Consultant
NASD Series 6 & 63
Life, Health, Property, Casualty and Bank Certified
GAMA Field Leadership Series (FLS)
Trainer
GAMA International Training
Former Board Member
Chair, International Women in Leadership Task Force
National Association of Insurance & Financial Advisors
Fellow, 2007
Society of Financial Service Professionals
Beta Gamma Sigma Honor Society
Certified Advisor and Distributor
The One Page Business Plan Company
Certified Consultant
NASD Series 6 & 63
Life, Health, Property, Casualty and Bank Certified
GAMA Field Leadership Series (FLS)
Trainer
GAMA International Training
Former Board Member
Chair, International Women in Leadership Task Force
National Association of Insurance & Financial Advisors
Fellow, 2007
Society of Financial Service Professionals
Beta Gamma Sigma Honor Society
ACHIEVEMENTS
State Farm Chairman’s Circle
Top Company Achievement Qualifier
(Top 5% of all leadership)
2008, 2009, 2010
Travel Club Achievement Qualifier 20+ times
Moved Agent Team from last quartile to Top 5%
James Kruger First in Class for Leadership Award
2009
GAMA International
Master Multiline Award Top 250
2006 – 2011
GAMA LAMP
Main Platform Speaker to Audience of 2500+
GAMA Essentials in Leadership Training
2010
Adjunct Professor
The American College’s CLF Designation Coursework
Woodmen of the World Insurance Company Conference
Top Company Achievement Qualifier
(Top 5% of all leadership)
2008, 2009, 2010
Travel Club Achievement Qualifier 20+ times
Moved Agent Team from last quartile to Top 5%
James Kruger First in Class for Leadership Award
2009
GAMA International
Master Multiline Award Top 250
2006 – 2011
GAMA LAMP
Main Platform Speaker to Audience of 2500+
GAMA Essentials in Leadership Training
2010
Adjunct Professor
The American College’s CLF Designation Coursework
Woodmen of the World Insurance Company Conference
Our goal is to help our clients maximize their business potential.
To accomplish that, we leverage our years of experience, diverse backgrounds and industry knowledge, along with research and data to develop results-driven strategies to help your business grow.
The Time is Now
It may be hard to know when is the right time to hire a consultant. If you're experiencing any of the below challenges, it's time to have a discussion:
✓ Poor cash flow
✓ Loss of customers
✓ Stagnant sales
✓ Low employee morale
✓ Partner disputes
✓ Ineffective marketing
✓ Declining margins
✓ Missed forecasts
✓ Staff turnover
✓ Difficulty obtaining financing
✓ Not sure how to expand
✓ Poor cash flow
✓ Loss of customers
✓ Stagnant sales
✓ Low employee morale
✓ Partner disputes
✓ Ineffective marketing
✓ Declining margins
✓ Missed forecasts
✓ Staff turnover
✓ Difficulty obtaining financing
✓ Not sure how to expand
Frequently Asked Questions
________________
What is the first step?
How much do your consulting services cost?
What kind of industries do you specialize in?
How soon should I expect to see results from your consulting services?
What is the first step?
The first step is to reach out and request a free consultation.
How do you differ from the other consulting firms?
How do you differ from the other consulting firms?
Unlike other consulting firms that take a cookie cutter approach to every client, we take the time to understand each client's unique situations and pain points to develop solutions tailored to their individual needs.
How much do your consulting services cost?
Each project is unique and therefore is priced accordingly. Rest assured our rates are very competitive and often less than other firms. After an initial consultation we'll be able to provide you with an accurate quote for our services.
What kind of industries do you specialize in?
We specialize in a wide range of industries and companies large and small. Our core industries include restaurants and hospitality, retail, marketing, SAAS and technology and automotive.
How soon should I expect to see results from your consulting services?
That's a difficult question to answer and depends on a lot of factors including your current situation, your goals, your cooperation and your available resources. During the planning stage we will establish both short and long term goals.
Do you ever invest in your clients?
Yes. On occasion, we will consider taking an equity stake in our client's company. We can also help you secure outside funding if necessary.
What Our Clients are Saying
________________
★★★★★
"Our business was off course and I knew we needed some outside help. This firm gave us incredible insight and together we were able to right the ship."
- Roger S.
- Roger S.
★★★★★
"As a business owner, I was convinced there was nothing I couldn't figure out myself. But I'm so glad I asked this devoted team for help."
- Cynthia B.
- Cynthia B.
★★★★★
"This firm really helped us achieve and surpass our financial goals. Turns out, our goals were much lower than they should have been anyway! "
- David W.
- David W.
It's Time to Get Smart About Your Business Strategy
Contact us today to schedule a free consultation.