I help successful financial and service businesses—from independent professionals to multinational companies—break through growth barriers and achieve their next level of performance.
For some, that means taking a comprehensive view of the business strategy and moving in new directions. Others might need to make changes in the processes they use to generate new business, to maintain good relationships with current clients, or to engage in effective sales management.
The issues I usually address with clients include how to:
Improve the overall growth and performance of their financial and service business
Build a strong brand and market presence for the business
Generate more high-quality sales leads, on a consistent basis
Leverage existing clients for growth
Make the business’ online presence more effective as a tool for generating leads.
To address these challenges, I focus my work in five key areas:
Sales development
I work with clients to improve their business development strategies, develop their capabilities and increase their success.
Sales Performance Improvement
I focus on helping clients convert more opportunities into actual clients. This might involve conducting workshops on securing meetings with high-potential prospects, building personal brand strategies, or developing referral systems that consistently generate qualified leads.
I’ve also worked with professionals on specific opportunities they are pursuing, helping them formulate sales strategies, refine proposals, and manage the overall sales process.
Leadership
Strong sales leadership requires the right systems and culture. I work with leaders to build accountability frameworks and develop pipeline management processes that keep teams focused and productive.
Workshops, Training and Professional Development
I deliver customized workshops, keynote speeches, and webinars tailored to your team’s specific needs. Popular programs include building high-performance teams, retaining and growing existing accounts, generating referrals, finding time to market and sell, and creating strategies everyone understands.
Performance coaching
Through one-on-one coaching, I help leaders navigate the strategic and tactical challenges of running a successful business, from profit optimization and team development to client relationship management and goal achievement.
Fast Track Growth Assessment
Get clarity on your business’s growth potential with a comprehensive, tailored assessment that pinpoints exactly where you’re leaving money on the table and what to do about it.
You can learn more about the Growth Assessment here.
