Martha Blenkush Email & Phone Number

Saint Paul, Mn, Us

F2 Strategy provides boutique consulting services globally to support existing technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect.

Greater Minneapolis-St. Paul Area

Collaborated to help build a top-notch advisor experience for the affluent client advisory teams of U.S. Bank Wealth Management.- Co-led a cross-functional team to design and deliver a single cohesive prospect and client experience journey across all business lines in Wealth Management. Secured agreement on a sales framework of seven stages with key steps and supporting activities. Deployed CapEx funding to embed the journey in Salesforce. Pointed to the right tools and resources needed in each stage and created automations to eliminate repetitive tasks. Built an innovative “landing page” to improve visibility into pipeline, simplify view of leads/referrals, and understand what to do next. Improved reporting and traceability. - Facilitated a pilot of a 3rd party client experience process and tool: managed the overall project, experience design, implementation, compliance/legal coordination, vendor relations, training, and communications.- Designed and rolled out a team growth support structure: managed the overall project, curated existing and developed new content, managed 3rd party coaching software tool, loaded users, provided access and training on the tool, defined and developed reporting protocols, created rituals and routines for field leadership, wrote a business case for future funding, created a comprehensive SharePoint coaching resources playbook.

Supported COO and management team; Optimized people, processes and technology. - Systematized ActiFi’s “Business Engineering” program, covering all core areas of an advisor’s business. Created content and all needed execution tools, including templates, assignments, presentations and whitepapers.- Reengineered client satisfaction survey product to sunset outdated technology, improve client and consultant experience, and reduce costs. Eliminated $10k/mo of costs, streamlined delivery time from 10 to 3 hours.- Coordinated benchmarking project to analyze client satisfaction responses from 45,000 investors over 20 months, creating benchmarks for Canadian and US advisors.- Managed consulting delivery resources: mentor team of 6 people, coordinate and facilitate team meetings, designed and administer annual professional development process.Comments from my colleagues about this role: “Martha took our coaching content and created recommendations related to processes to fill gaps in our out of the box content. Two of our clients will be using these immediately.” Company CEO on internal Chatter about an internal project, April 2017“Martha organized our first-ever delivery team meeting to ensure that the delivery team is up to date and aligned with our 2017 goals and strategies.” Company CEO on internal Chatter about an internal project, January 2017

Plymouth, Mn

Delivered coaching/consulting engagements to clients, ranging from solo practitioners to large institutions. - Delivered 100+ advisor consulting engagements, covering all key business areas: strategic planning, differentiation, segmentation, process development, business development, and CRM adoption. Coached clients to achieve goals deploying appropriate practice management methods and tools. Consistently achieved superior post-engagement satisfaction scores.- Delivered 125+ client satisfaction survey engagements. Supervised delivery team on 150+ engagements.- Co-created webinar/coaching series on Redtail CRM workflows. Delivered numerous webinars, coached 50+ advisors/teams.- Created/delivered two all-day workshops and follow-up 6-month coaching series on “business engineering” for institutional client. Rolled-up results to senior management.- Directed project for large bank to drive behavior change and software adoption. Assessed advisor readiness, developed training strategy/materials, delivered desk-side training to select advisors.- Facilitated advisor workshops for institutional clients on strategic planning and process development. Created content, tools and templates.- Other projects included: reorganization of Box.com internal file storage system and roll-out of corporate re-branding initiative. Find out what my clients said about working with me in the attached file.

Managed communications flows to internal and external audiences, including web, monitor and print media. Coordinated distribution of relevant messages with students, staff, faculty, administration and other university partners. Scheduled all events at the UST School of Law, including facilities setups and catering requests.

PSM helps professional services firms and individual professionals develop and implement creative, cost-effective, and results-oriented strategies to grow their business. Wrote new business proposals, conducted strategic assessments of our clients, developed strategic marketing plans, and helped our clients implement targeted marketing strategies. Served as the content and technical project manager for MarketYourLawPractice.com and MarketYourFinancialPractice.com.

Managed project to research, edit, and publish a book documenting the impact of lay preaching on the Catholic church. Coordinated lodging, food, meeting space, audio recording and travel arrangements of four two-day meetings for groups of five to twenty-five, including two out-of-state meetings. Coordinated transcription of meetings, including equipment rental, operation, and selection of transcription vendor, resulting in 800 pages of transcripts. Reviewed preaching texts of fellow lay preachers monthly in a local parish lay preaching program, and offered feedback to improve proficiency. Mentored lay preaching candidates in a year-long lay preaching training and formation program. Wrote and preached original sermons based on an assigned reading in a local parish bi-monthly for five years.

Revised curriculum for career and life planning course as part of volunteer team. Reorganized and expanded material in curriculum manual from 100 to 150 pages to include current research, best practices, and participant feedback on career transition process. Proofread final document. Named Outstanding Volunteer in 2005 for work on curriculum revision. Created a leaders guide for the career and life planning curriculum as part of volunteer team. Designed format, collected and organized facilitator information, and wrote and edited leaders guide materials. Facilitated Career and Life Planning class for women. Directed self-assessment exercises, taught career transition curriculum, monitored group discussions, and guided goal setting. Coached women in career transitions. Reviewed resumes, provided networking and interviewing tips.

Created multiple-worksheet Excel files to analyze new office startups for rapidly expanding business, and an internal time tracking system. Created documentation to educate future users. Created comparative and pro forma income and cash flow statements for small businesses.

Formed a partnership to sell scrapbook supplies through home parties. Developed vendor network. Performed accounting and financial reporting. Created sales and marketing approach and materials. Sold the business at a profit.

Performed various tasks for multi-bank holding company including financial analysis, regulatory reporting, budgeting, conference planning, and internal auditing.

Ba, Business With Accounting Emphasis, Minors In Economics And Psychology

Activities and Societies: Resident Assistant senior year, Welcome Week sophomore and junior years

Life Coach Training

Took the 5-program series in the Co-active Coach Training program.

Diploma, College Prep