How I can help you

Addressing Key Sales Challenges: - Onboarding new reps aligned with buyer journey and KPIs - Sales playbooks for consistent messaging - Frameworks for aligning sales and marketing - Simplified workflows and tool integration - Scalable sales operations with standardized metrics

People I am looking for

Ideal Client Profiles: - UHNW individuals and family offices for financial strategies - Independent advisors for scaling and CRM systems - Enterprise clients for SaaS solutions - Regional insurance producers for growth - Actuarial firms for CRM and marketing operations

Experience & Cases

Notable Achievements: - Structured premium finance for UHNW clients - Enhanced sales enablement for boutique firms - SaaS implementation for insurance carriers - Developed producer networks in emerging markets - Restructured operations for consulting firms - Aligned cross-functional teams in national organizations

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How I can help you

Tasks Solved: - Redesign client journeys for transparency. - Translate complex processes into simple narratives. - Develop strategies to maintain trust. - Identify churn risks with audits. Impact: Higher retention, referrals, NPS.

People I am looking for

Ideal Clients: - UHNW individuals valuing discretion. - Independent advisors needing scalable systems. - Enterprise institutions requiring consultative selling. - Regional producers expanding product lines. - Internal teams seeking cross-functional alignment.

Experience & Cases

Achievements: - Guided complex finance strategies for UHNW families. - Enhanced advisory firm systems for better productivity. - Led SaaS implementations for insurance carriers. - Supported producers in underserved markets. - Streamlined operations for consulting firms.

How to contact