How can I help?

Have you been thinking about your success, your goals, and potential growth plans? You clearly know how to do what you do very well. My question is ....does your team? My experience with corporate teams and wealth management firms has yielded the following insight. Often the firm's leaders /brokerage owner or the main driver of vision and transformation, revenue & relationship and the one with the strongest skill set and ability to convert relationships to revenue or impact performance. It is not enough to tell people what to do or say "watch me and do this" or to bring someone on only to have the new talent leave after 6 to 9 months. That lacks strategy and talent development.

How can I help you? I can help you understand yourself and your team better, elevate your awareness of messaging, behavior, and conversation so that you better connect, engage and communicate with your team and potential clients and I can help your team do this too. It can become part of your culture and your voice of leadership as you move forward in growth through future hires and acquisitions. What I offer is a combination of coaching, consulting, and development.

I would like our next conversation to be more purposeful regardless of if you engage me to work with you and your team. I would like you to think about your growth strategy, how you want to show up differently, and what your plan is for the next 6 months to make sure you and your team are positioned to connect and engage your clients and their contacts for expansion and retention. I would be delighted to dig into your thoughts on those areas that are critical for you as a leader in this industry to elevate your impact and presence.

All the best and let me know when it is best for us to move forward in a meaningful conversation.  [email protected] or www.solutionsprovided.com #solutionsprovided #leadershipmatters