
Author, Speaker, Consultant, Coach on Productivity, Performance, & Process Improvement
Washington D.C. Metro Area

Author, Speaker, Consultant, Coach on Productivity, Performance, & Process Improvement
Washington D.C. Metro Area
Welcome to my profile page at LinkedIn.
I'm a consultant, speaker, and the author of "Winning Clients in a Wired World" (see the links above).
My firm helps clients acquire and retain profitable business more efficiently through smarter use of existing technology and human capital.
Our primary markets are financial services and insurance -- mutual fund and asset management firms, insurance companies, broker dealers, banks, and brokerage agencies, and the individual advisors, agents, and other professionals they work with. We also work selectively in other sectors.
We specialize in creating processes that drive improvements in:
• marketing
• networking
• prospecting
• selling
• reputation management
• client communication
• relationship management
• intelligence gathering
• knowledge management
• team building
• sales support
Saving time, increasing profitability, and enhancing franchise value for the client are at the heart of every engagement we undertake.
I invite you to contact me here or through the web sites listed above to explore how we can put 25 years of experience and insight to work for you.
Driving and facilitating change, inspiring action, listening, teaching, coaching, brainstorming, problem solving, speaking, motivating, developing practical uses of technology to win business, finding faster ways of getting things done, implementing, roadmapping, networking, selling, marketing, delivering results, holding people accountable, connecting the dots, and team building.
productivity, sales, marketing, Internet, process improvement, systemization, personal technology, best practices, coaching, speaking, organizational development, team effectiveness, strategic planning, professional networking, sales intelligence, business intelligence, practice management, investment management, social media, reading, magic