“Thanks to Bob we have a proven, repeatable sales process. Revenues are up 25% in less than a year.”  Business Owner

“Our work with Bob focused on making two strategic acquisitions from retiring business owners. Not only were we able to double our market share, we did it profitably from day one.” Practice Owner 

“Bob’s strategies helped us land our largest client ever after less than a month of working together”.  Wealth Advisor

New Business Development

• Lead Generation
• Sales Systems and Processes
• Next Gen Strategies
• Referral Strategies
• Niche Marketing Strategies
• Social Media Strategies
• Recruiting, Hiring and Training
• COI Development

Business and Practice Management

• Business Model Optimization
• Business Planning
• Competitive Analysis
• P & L Management
• Client Service Model
• Support Staff
• Technology and Tools
• Time Management and Organization

Team Building and Leadership

• Culture Change
• Compensation Plan Structure
• Behavioral Assessment and Workplace Motivation
• Roles and Responsibilities
• Communication
• Succession Planning
• Performance Measurement

Hire Bob to deliver rapid, targeted results for high ROI in areas critical to your business success.