$2,500.00 USD

We'll keep all information shared in the strictest confidence. I’ve been consulting with companies and networking with peers for 30+ years. If I wasn't discrete, I wouldn't have a business! While a formal NDA may be unnecessary for a limited engagement, I'm open to it if it's required for your process. Just email me at [email protected] 


An account already exists with this email address. Is this you?

Sign in
62mpolx8qrqjy0cjsif4 consulting banner

Consulting Project

Need an objective perspective?

I've advised on a variety of business issues with brokers, insurers, and investors.

  • Virtual Selling & Advising
  • Business Development (Strategy or Collateral)
  • Client Retention (Overall strategy or a specific situation)
  • Hiring, Staffing, or Career Development dilemmas including redesigning the org chart
  • Leveraging Broker Channel
  • Strategic Planning Presentations (Internal or Client facing)
  • Social Media (Enterprise or Personal Branding)
  • Brainstorming (Product Development or Investment)

This is an efficient, virtual engagement model in which we collaborate over 3-4 weeks (more quickly, as needed):

  • 30-minute Zoom session to review project goals with all of the stakeholders.
  • Client will upload any related documents to designated Google Drive and identify to whom I should direct clarifying questions.
  • 60-minute Zoom session one week following receipt of documents to review initial findings.
  • Unlimited ad hoc questions or additional details on this topic are welcome throughout the process.
  • Final 60-minute Zoom session with observations & recommendations.
  • All Zoom sessions are recorded and available for 30 days if you wish to download for future reference.
  • While there is no formal report provided in this model, if it makes sense, I'll provide mocked-up documents/sales collateral, etc. along with my recommendations.

After completing the purchase, I'll contact you to schedule the first session and let you know the types of materials I'd like to review if we haven't already discussed them.