Hello! My passion is to look for the better way in everything I do and to share it with anyone who can benefit. I am a business development consultant dedicated to elite professionals and their companies. I have worked with investment management companies, financial advisors, financial wholesalers, accountants, lawyers and their firms to transform the manner and structure by which they conduct themselves and their businesses. I use a simple formula for fast and effective results. Your Brand = Your Value + Your Process + Your Connections I have more than 38 years of industry experience, including management, business development, consulting and technology. After beginning my career at a financial planning company, I then established my own firm and enjoyed success by implementing structured systems and processes. During this time, I also designed some of the first software to search for competitive estate planning and insurance products, compare their effectiveness and integrate them into a financial plan. After my subsequent experience as an individual advisor and manager, I then specialized in consulting for the financial services industry. Driven by my desire to "find a better way" in studying the best practices of advisors, I established a program allowing advisors to implement strategies found to ensure their success. I continually refine my coaching and consulting programs to coincide with the rapid changes in the world around us. 