Consultative Experience

Managing Partnerwith this management counsulting firm targeting financial services organizations. www.wallaceandmackenzie.com

• Accelerates growth of wealth management and private banking busiensses.
• Provides market sizing, client demographic analytics and competitive analytics.
• Recommends investor product and service models.

Facilitator implementing the productive thinking mission of thinkx http://www.thinkxic.com.

• Helping clients raise the power of their thinking.
• Generating more ideas, better ideas, more of the time.
• Providing the catalyst to raise intellectual capital.
• Sparking the untapped thinking power of staff.
• • To solve problems.
  • To discover opportunities.
  • To implement solutions

Consultantfor this educational and networking institute serving families and individuals with substantial assets and their advisors. www.memberlink.net

• Strives to change the way investors work with advisors and advisors work with investors for the benefit of both.
• Analyzes and interprets advisor-investor interactions to synthesize the lesseons learned.

• Focusing on financial services and high-net-worth clients.
• Designing and managing strategic research initiatives.
• • Ground-breaking marketing research studies.
  • Fully integrated into marketing and business decision-making.
• Interviewing of corporate executives & affluent clients.
• Scribing for planning meetings and focus groups