I'm a Financial Services Consultant & Writer and have been focused on practice management since 1999. My expertise is in researching, developing, writing, training, coaching and presenting nationwide on a wide range of key industry topics to highly successful financial professionals. I have a ...more

I'm a Financial Services Consultant & Writer and have been focused on practice management since 1999. My expertise is in researching, developing, writing, training, coaching and presenting nationwide on a wide range of key industry topics to highly successful financial professionals. I have a strong focus on the women's market and a passion for how advisors can strengthen their relationships with affluent women clients and prospects through legacy planning. I am routinely published in financial services trade media. My experience includes: -Speaking and coaching around the topic of the female investor, branding, the role personality and conflict plays in sales, high-net-worth relationship management and building connection with clients and prospects. -Outstanding ability to take industry research insights and convert, as well as package it into a practice management program, which is compelling with field level ideas and tactical tools for financial advisors, wholesalers and investor clients to utilize. -Extensive experience in consulting and coaching top financial advisors, wholesalers and management on enhancing their productivity on a one-on-one basis.less