Shauna Mace, Chpc™️ Email & Phone Number

Oaks, Pa, Us

I help advisors and their teams grow professionally and personally by creating and delivering actionable practice management insights, tools and programs focused on:- Establishing a strong foundation for growth- Creating new opportunities- Capitalizing on your opportunities- ScalingI am driven to inspire growth by amplifying the needs and voice of the investor, advisor and industry experts to learn and evolve together.

Merion Station, Pa, Us

There are many ways I can help but you don't need many things, you need the right things. I partner with firms and individuals to develop holistic business growth plans and project-based engagements that deliver the right results using marketing, sales, data and technology, processes and your people. Learn more at www.inspiregrowth.co.

Merion Station, Pa, Us

Philadelphia, Pa, Us

Lead a team focused on taking a data and process-driven approach to distribution to stategically meet sales goals and advance the firm's capabilities. Partnered with firm and sales leadership to set direction and deliver results. Leveraged all resources including sales engagement technology, data, internal expertise, third-party partnerships, leadership and change mangement techniques to strategically grow. Worked with and supported a 100+ external, internal, sales management and marketing team to: - Drive and evolve how the organization used data and analytics to sell- Improve the alignment between sales and marketing to drive results- Target and feed quality leads to sales using feedback, data and systems- Formalize and implement a sales process and pipeline across the sales organization - Create metrics and dashboards for real-time feedback on the business- Implement numerous new and upgrades techologies and processes

Philadelphia, Pa, Us

Part of a small team dedicated to building out distribution in the RIA channel. By 2019 the RIA channel represented about one-third of firm sales. Helped to set strategic direction and implement the business tactics. I also managed an internal sales team, which included:- Managed and developed sales people - Consultative sales coaching- Sales messaging development- Built and implemented new processes to manage the business- Developed dashboards and key performance metrics to track and manage progress

Philadelphia, Pa, Us

Develop and manage the firm's communications and marketing strategies. Initiate conversations with new prospects and professionals. Facilitate the transition of new client relationships. Provide internal project management and strategic development.

Philadelphia, Pa, Us

Provided support to the Bayer Science team. Prepared press kits, edited press releases, pitched news editors, created vendor contact lists and participated in strategy brainstorming sessions.

Philadelphia, Pa, Us

Created and edited special promotions magazine content. Assisted in the execution of various magazine events. Prepared press kits.

Ba, Political Science

Certificate, Digital Media