One-Hour Consulting Call

What’s on your mind?
Get a fresh perspective from an industry expert.

Jenn's advice is based on her proprietary and proven framework - Clients hire you to be led.™

Your insurance industry peers—brokers and solution providers (insurance carriers & point solutions)—seek guidance on:

  • Brainstorming: Product development or investment strategies
  • Broker Selection: When and how to structure an efficient review
  • Business Development: Strategic planning or Client Service pitch readiness assessment
  • Career Decisions: Evaluating a new job opportunity
  • Client Retention: Overall strategy or specific challenges
  • Effective Broker Channel Strategies: For legacy and emerging solutions
  • Establishing Your Next Business: Strategic planning for launch or growth
  • Hiring, Staffing & Training: Talent acquisition and career development dilemmas
  • Improving Margins & Profitability: Strategies to optimize financial performance
  • Shift your INTRO Consulting: Transitioning from course completion to 1:1 strategy calls
  • Product-Market Fit: Selling solutions through or to insurance brokers
  • Sales & Client Service Dynamics: Enhancing team performance
  • Virtual Selling & Advising: Best practices for remote client (and team) engagement

You’re welcome to share documents in advance for context. I’ll conduct a light review before our call, though preparation is limited to 20 minutes.

Once your purchase is complete, you’ll receive an email with scheduling details.

Recommendations:

Jenn was an invaluable resource as I formalized the launch of a new program at BenefitsAlly. Her experience and insights were critical to helping me refine the details and the result is something that my clients across the country are excited about. In the first year, I engaged Jenn on two separate projects and again the following year to refine our offer. If you're looking for a fresh perspective on anything in the employee benefits arena you should be working with Jenn.

Chris Fisher - Founder, BenefitsAlly

$500.00 USD

Everything we discuss is confidential. I'll proactively flag any conflicts.