Business & Marketing Coach, ICF Certified
Phoenix, Arizona Area
Business & Marketing Coach, ICF Certified
Phoenix, Arizona Area
I am a professionally trained business and marketing coach with an extensive background in entrepreneurship and success with a proven track record of helping clients maximize their revenue. My clients are independent financial advisors and high level entrepreneurs throughout the United States and Canada.
I am the creator many successful marketing programs including: the Financial Advisor Marketing E-Course that teaches financial advisors how to boost income and get more Ideal Clients; the Two Page Mini Business Plan – The Secret to More Business Income; and the popular coaching group Women Seeking Success.
I specialize in attracting high net worth clients through marketing and success strategies.
Strategic Planning; Business Planning; Effortless Marketing; Attracting High Net Worth Clients; Taglines That Sizzle; Effective Business Card Design; Time Management; Organization.
(Privately Held; 1-10 employees; Professional Training & Coaching industry)
July 2004 — Present (5 years 1 month)
(Privately Held; 10,001 or more employees; Financial Services industry)
May 2001 — August 2005 (4 years 4 months)
I worked with 401(k) plan sponsors to move their assets and records from their previous recordkeeper to Vanguard. My job was to manage the relationship, the plan assets, and the participant records smoothly and accurately. The highlight of my position was working with the plan sponsors, the actual business owners, and helping them with major plan decisions.
(Privately Held; 1-10 employees; Import and Export industry)
January 1984 — January 2000 (16 years 1 month)
Importing hand made fine jewelry, bronze statues, wood carvings, and other exotic goods.
CCUG , Business Coaching , 2004 — 2006
1984 — 1989
Wine tasting, cooking, grilling, reading, hiking, biking, travel, financial freedom.
International Coach Federation, Phoenix ICF Chapter VP Marketing & PR, American Business Women's Association, LeTip North Scottsdale Publicity Director, Airpark Toastmasters