Dawn Benko Email and Phone Number

Dawn is COO, Co-Founder and a Wealth Coach for Entirety Wealth Solutions. She’s an energetic and passionate servant leader seeking to change lives by guiding individuals and families to live a life inspired. She is known for positively inspiring clients and challenging them to reach their wealth goals. Her focuses include wealth accumulation and retirement income planning.

Developed and implemented an Operational Effectiveness (OE)program specific to the needs of our organization. The program is designed to drive both efficiency and effectiveness to the overall operations of the regional office resulting in lower overall operational unit cost, and increase in capacity to execute the foundational functions: Recruiting, Launch, Vet Productivity and Community Engagement.Increased the effectiveness of field sales leaders and regional offices through application of the OE process. Consulting began with the Divisional Vice Presidents and then engaging the regional team to: align the regional office staff / structure, ensure core process implementation, and guide the leadership team to appropriately manager their time.