FLX Networks revolutionizes engagement for asset and wealth management firms and financial advisors. FLX community members access thought leadership, investment ideas, business resources, and industry connectivity in one centralized destination, delivering productivity, savings, and growth.As a Managing Director I have over 16 years of experience in coaching and consulting financial professionals of all shapes and sizes. My mission is to help advisors adapt to the ever-changing industry, avoid commoditization, and grow their practices in areas such as business development, client service, team dynamics, and roles/responsibilities.I leverage my expertise in strategy, team building, and business planning to provide customized but consistent coaching solutions based on our model of Practice Optimization. I also share my insights and experiences at workshops and conferences around the country, and contribute to various industry publications. I am passionate about empowering advisors to create the WOW experience for their clients and build raving fan loyalty.