Directed recruiting and retention strategies for progressive growth of 35 regional firms; developed strategic plans, communication of vision & mission, well-articulated value proposition, and culture using systems & processes that informed leadership and transformed firms. Ongoing coaching on effective retention strategies (marketing, practice development, segmentation of client base, target marketing, teaming).

Created national program surrounding the structure and execution of effective teaming strategies, and utilization of a targeted approach to team marketing designed to create additional value to clients and result in increased practice revenues. Created turnkey systems to field leadership designed to develop a collaborative practice culture within a firm, promote creation and management of teams, & coaching for higher performance. Led internal team to build compensatory programs to support multi-advisor teams. Conducted strategic business planning retreats for teams of advisors; collaborated with field leaders in developing strategic plans for growing their firm through better retention, effective recruiting and targeted marketing. Led Succession Planning process for advisers, promoting concepts and providing coaching resource for advisers considering retirement & succession. Coached and mentored field leadership and senior advisers in practice development, including practice analysis, strategic planning, systems & processes analysis.

Coached national field leaders, independent brokers, advisors and teams on ways to develop and grow their practices through focussed practice development, including strategic business planning, practice marketing, practice analysis and personal & professional development.

Directed strategic marketing and growth initiatives, including target marketing to specific industries, community branding, attracting new talent to the firm; prolific networking in greater Philadelphia area to generate awareness, branding and positioning. Experienced educator on creation and management of a collaborative practice to successfully develop new & experienced advisors. Created educational program for holistic financial recovery for women, addressing and conquering deep-seated beliefs surrounding money, our relationship with the dollar bill which included strategic tools to create financial stability providing peace of mind and the ability to ENJOY life on their terms.Created marketing and business development plans for advisors and teams that were executable, effective and instrumental in helping them achieve their goals. Managed four target marketing initiatives, resulting in increased penetration into the construction, manufacturing, healthcare and hospitality industries.

Directed all strategic marketing initiatives for one of the top MM agencies in the country, including community branding, development of individual marketing plans, prolific networking in greater Philadelphia area, career coaching. Developed attraction strategies designed to interest women into a career in financial services and (working with the Please Touch Museum) developing a program to promote financial literacy to children.

Outside wholesaler for brokerage company based in Indiana