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Success In Business

Success In Business

Success in Business

While in the process of a divorce I took my children and with no child support, alimony or other source of income, moved 70 miles away and started my own business.

At the new location I was offered a salaried position at a higher pay then I had ever had before but realized they were hiring me at “the top of the ladder” leaving me no place to grow. I did not want a job. I needed a career.

I learned early on that getting in front of one client at a time would not build the business fast enough. It was imperative that I get in front of a lot of people quickly, but had little money to spend on marketing. I needed to “think outside the box” and find low cost ways to get the public to know who I am and what I can do for them. I got very good at marketing and media relations and put into place efficient and effective systems to enable me to build the business quickly.

I built the business from scratch to one of the top asset management and financial planning practices in the country with the parent company. With approx. $200 million in assets under management in 2007 I sold my practice.

With over 30 years of experience, I am now a professional speaker and coach to help business owners do a better job for their clients while improving their bottom line.

Below is an outline of four of the topics I typically speak on. Additionally other topics are available upon request. All topics can be customized to your specific needs.

Client Service – Anchoring Your Clients to You. How to be the Company of Choice
If your competition had the same product, same knowledge and same price, why should the client work with you?

  • What makes you a better choice than your competition
  • What do you want your company to be known for
  • What is your current client experience
  • What do you do to go above and beyond
  • Low cost client service strategies to make you stand out


Marketing – Low-Cost Effective Marketing and Media Relations Solutions
Good marketing and media relations regardless of the size of your budget, is not only possible but is a necessity in growing a successful business

  • Why marketing and public relations are important
  • Promoting public awareness of your business
  • Newspaper, radio, television, internet and other technology
  • Low-cost opportunities for marketing and public relations
  • Defining your business “in a nutshell”


Systems, Strategies, and Solutions – For a More Efficient and Effective Business
Having the right systems and strategies in place, pave the way to a less stressful and more successful business.

  • What is your “value proposition”
  • Only touch things once
  • Model week
  • Resources – you don’t have to do it alone
  • Have a written plan


Maximizing the Value of Your Business – Both While You Are In It and When You are Ready or Need to Exit.
For most business owners their current and future financial security is based on the success of their business. Are you doing the best you can to maximize its value when you are ready to retire, if you become sick or hurt and can’t work or if you were to die prematurely?

  • What factors impact the value of your business
  • What can you do differently to maximize the current and long term value
  • Aligning the business early to allow success for you and your clients or customers
  • Putting an action plan in place


Simple Steps For Achieving Greater Success in Business
Taking Control

  • Of your time
  • Of the tasks you do
  • The tasks others do
  • The products and/or services you provide

Your plan for success

  • Setting goals
  • Assuring your goals are realistic
  • Setting your time line
  • Setting your budget
  • Implementation and tracking


Taking Your Business To The Next Level – Thinking Outside The Box For Greater Success

  • The proper mind set to succeed
  • Know what is working and what isn’t
  • Getting out of your own way
  • Making the right changes for greater success
  • Running the business efficiently



  • Other topics available upon request
  • All topics can be customized to your specific organizations needs