In this role I offer customized team leadership consulting and coaching that will drive significant increases in your chosen goals. This process includes a culture shift, a mindset change and actively engaging your entire team in a change process that leads to sustainable long term results.Our leadership development process is unique and offers a refreshing alternative to traditional leadership coaching. We utilize the GROW Model of coaching and apply energy management principles to maximizing your performance. The people you lead can feel the difference and your whole team can achieve new levels of productivity, teamwork, innovation and tangible business results without working any harder.Coaching and consulting services include strategy business planning, industry benchmarking, vision and mission development, client segmentation and service model refinement, profitability analysis, leadership assessment and coaching, team purpose and culture building, team engagement and development, execution process and tracking, recruiting and onboarding team members, and training and developing leaders.

Lead a team of learning consultants to design, develop and implement comprehensive learning and coaching solutions for tenured advisors and staff. This includes a variety of online learning content, peer to peer facilitated learning, small group skill development programs and 1 to 1 coaching and consulting. Also responsible for leading the advisor business planning process and other practice management resources to help advisors drive organic growth.

Lead the development and implementation of practice management tools, processes and resources to help franchise and employee advisors grow their businesses.

Develop and implement a best in class practice management system to help financial advisors assess their business, identify key growth strategies and tactics and establish ways to implement them to achieve significant business growth.

Marketing Field Engagement team leader responsible for implementing client acquisition growth strategies and tactics in the West Region. Influenced field leaders to implement relationship based marketing programs with financial advisors resulting in a 100% increase in referral and networking client acquisition mix. Led team of marketing coaches to drive client acquisition growth rate for coached advisors 200% higher than for non-coached advisors.

Region Director responsible for implementing a Workplace Financial Planing program with field leaders and financial advisors across a broad geographic territory. Provided business planning, coaching and training to field leaders and advisors that increased client acquisition results and drove advisor productivity through financial education seminars and finanical planning as a workplace employee benefit.

Designed and implemented strategic plans, processes, programs and tools for sales force of 65 sales directors/managers and 360 sales representatives. Led cross-functional team to restructure sales organization with new management positions, management training, accountability structure and processes resulting in 30% increase in new accounts sales, 42% in per rep productivity, and a 22% decrease in sales expense ratio. Led design and implementation of compensation plans for sales managers and reps.