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Let's Work Together

Baffled by Brokers?

Are you a Benefits Solution with a product "pitch" problem? Come behind the scenes to learn how brokers really work and stop wasting time (yours and theirs). Let's sell more with less stress and more fun. Let me know if you'd like to part of this community.
Account Executive Academy

Enrollment is closed for July cohort. Get additional details here and register to be notified when details are released for January 2021 session.
One-Hour Consulting Call

Stuck? It might help to talk it out and get an unbiased and objective perspective. Grab a coffee (or a cocktail) and let's have candid, confidential discussion about what's on your mind in the benefits ecosystem. I don't typically work on an hourly basis, but I created this offer in response to the frequency in which Benefit Executives have specific topics to discuss that benefit from real-time feedback and aren't part of broader project (or no budget to tackle it today). Sometimes, you just have to get sh*t done.
Objective Perspective

This is an efficient engagement model for all parties in which we spend as much time needed over a short period of time (typically a month) exploring new ideas or confirming current direction.

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