Do you own a bank and need a strategy to improve your marketing, increase your clientele, create a more efficient and organized work environment, or improve your company culture? Creating a strategic plan will help you make and meet significant goals for your bank, and requesting professional assistance assures you a concise roadmap for improvement and growt…

Your business plan opens opportunities to acquire funding from investors and keeps you on track with your development. I advise entrepreneurs and business owners to carefully dedicate time and effort to developing a concise business plan for an overall solid foundation for their business. To tell if you’ve created an effective business plan, you should c…

The decision to become an entrepreneur, or to change careers, is a responsible and commendable one. People thrive and become leaders in jobs they are passionate about using their natural skills, with the ability to achieve a better work/life balance and continue to develop professionally. If you are looking to change careers but aren’t sure how to start c…

Individuals working in banks, brokerage firms, and insurance companies require effective sales, customer service, and communication skills to attract prospective clients, negotiate, and deliver compelling presentations to pitch services, earn client trust, and successfully close sales. You should take a critical approach to conducting sales to engage…

As a business coach, I help clients going through a career transition achieve clarity about their dissatisfaction with their current careers, pinpoint their ideal careers based on personal and professional goals, and create a strategy to obtain or create new work opportunities. Hiring a business coach for mentorship is an excellent way to develop the pro…