Services

Expertise the way you want it…

female-speaking-stickerSpeaking…

I enjoy sharing the things I’ve learned from two and a half decades of hands-on work with the super-rich and their top advisory professionals and, more importantly, highlighting the activities and behaviors that can result in stronger, more productive businesses practices. In preparation for group presentations, I work closely with each event’s sponsor to tailor my content to specific needs, drawing from years of quantitative and qualitative research to develop an informative and engaging presentation.

Public and private appearances that challenge the status quo:

  • Keynotes

  • Break-out sessions

  • Panel discussions

  • Webinars

Read more

mentoring-stickerMentoring…

Everyone has a unique way of learning and sometimes my insights and expertise are best understood when applied directly to a professional and his or her unique business and circumstances. Whether it’s a one-to-one relationship or a small-group training, my market intelligence and processes are geared to help participants realize specific goals and results.

Increase your efficiency and effectiveness with high-net-worth clients:

  • 1:1 mentoring engagements

  • Small and mid-size workshops

  • Online, self-paced programs

Read more

writing-stickerWriting…

As technology facilitates access to information, there’s a constant demand for high-quality content, especially when it relates to improving performance, profitability and satisfaction levels. My sizable catalog of books, reports and articles is the foundation for new materials that reinforce key concepts and assist sales, marketing and financial professionals with the adoption and internalization of best practices.

Bylined or private-label content for high-end professionals:

  • Serialized content

  • Unique projects

  • Training curriculum development

Read more

The Elite Practice – A Mentoring Blog for Advisors

Upcoming & Recent Events

Last Tweets