$499.00 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 25+ 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 am open to it if it's required for your process. Just 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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One-Hour Consulting Call

Are you stuck? Worn out? Curious? It might help to talk it out and get a fresh perspective.

Your industry peers have been asking me about:

  • Adapting to Virtual Selling & Advising
  • Business Development (Strategy or Collateral)
  • Client Retention (Overall strategy or a specific situation)
  • Hiring, Staffing or Career Development dilemmas
  • 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)

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.