One-Hour Consulting Call

What's on your mind?

Get a fresh perspective.

Your insurance industry peers (brokers and benefits solutions) ask me about:

  • Business Development (Strategy or Collateral)
  • Client Retention (Overall strategy or a specific situation)
  • Hiring, Staffing, or Career Development dilemmas
  • SHIFT Your Intro 1:1 consulting after course completion
  • Strategic Planning Presentations (Internal or Client facing)
  • Social Media (Enterprise or Personal Branding)
  • Brainstorming (Product Development or Investment) 
  • Broker Selection Process (when and how to structure an efficient review)
  • Evaluating a new job opportunity
  • Establishing your next business
  • Virtual Selling & Advising
  • Effective Broker Channel Strategies (for legacy and emerging benefits solutions)

You may forward documents in advance so I have context for the call. I will do a light review of them, but this one-hour call doesn't include more than 20 minutes of advance prep work. 

After completing the purchase, you'll be redirected to a page to provide additional context for the call and your scheduling preferences. You'll then receive an email to get the call on the calendar.

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

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We will keep all information we share on the call 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 seems to be a bit of overkill for such a small engagement, I'm open to it if it's required for your process. Email me at [email protected] 

You may forward documents in advance so I have context for the call. I will do a light review of them, but this one-hour call doesn't include more than 20 minutes of advance prep work. 

 

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