Financial Services - Daytona Beach Shores, Florida, United States
C- Partner, Consultant, and Coach for like-minded Individuals, Teams, & Firms.My firm empowers Financial Services Professionals and Firms maximize efficiencies and create scale.Our proven strategy starts with a complete Assessment of you, your firm, and your business via our diagnostic tool. We then work with you to implement and follow our coaching & consulting plan focused on Our 7 Pillars Strategy:Business Development PartnershipsClient Development & Experience StrategiesClient & Prospecting FocusesLeveraging Social Media, Marketing, and BrandingTeam Member DevelopmentPersonal & Professional DevelopmentThese Pillars will be the foundation for Business Growth, Maximizing your P&L, Finding, Hiring, and On-Boarding New Team Members, Business Planning, Succession Planning, and M&A opportunities.
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