Consulting


I help professionals experience sustainable growth in their businesses by supporting them in cultivating deeper relationships with clients. I have a network of colleagues I consult with such as Investment Advisers, Financial Planners, and Real Estate Agents on ways to add more value to existing clients, which not only translates to a loyal and satisfied client base but also generates higher referrals. Using my unique hybrid approach, I can transform a transactional business into a relationship-based, mission-driven & purpose fueled enterprise.