Sentences with phrase «financial coaching firm»
Here at the New School of FinanceTM, we are an affordable, unbiased fee - only financial planning and financial coaching firm.
http://www.shannonleesimmons.com/ Not exact matches
«At our client - appreciation events, I made sure that both the front - line team [of salespeople] and behind - the - scenes team [account managers] attended,» says business coach and inspirational speaker Nancy Brunetti, who built a successful financial firm with just 10 employees.
He also founded Carson Institutional Advisory and Peak Advisor Alliance — partnership and coaching programs, respectively, for financial advisors — and co-founded both registered - investor advisor study group aRIA and consulting firm Advisor Growth Strategies.
Firms focused on online advice and financial planning that offer DIY investor planning tools, coaching and recommendations for saving, budgeting and investing.
Mentor or Coach of the Year — Business — All Other Industries GOLD STEVIE WINNER: Utah Avalanche, Salt Lake City, UT USA: Joanna Barney, Executive Director BRONZE STEVIE WINNERS: Acxiom Corporation, Foster City, CA USA: Elizabeth Xu, Group VP of Engineering Amadeus Consulting, Boulder, CO USA: Re-Defining Mentorship Through Leadership: Lisa Calkins, CEO of Amadeus Consulting Barnum Financial Group, a MetLife firm, Shelton, CT USA: Maria Conlon - Doing What Comes Naturally - Mentor / Coach of the Year Business Dynamics Limited, Mineola, NY USA: Barbara Cataletto, CEO and Managing Director Ultimate Accounting vCon, Plano TX USA: Sandi Smith Leyva, President, Sandra L Leyva, Inc..
His background as a CEO in the European financial sector, as a strategic development consultant with international pharmaceutical and service sector firms, teacher and executive coach provide a level of experience and perspective that working in an international arena is able to bring.
Performance management of partners typically includes monitoring the individual financial performance of partners, addressing behavior that is not consistent with firm culture, partner coaching, and overseeing the development and implementation of individual partner business plans.
Starting with her successful practice as an antitrust lawyer, she helped establish the groundbreaking DuPont Legal Model; coordinated DuPont's first «Conference on Women and the Practice of Law»; designed proven business development programs for more than 40 law firms; played an important role in Sutherland's growth and financial success in spite of the recession; and has mentored, coached and served as a role model to hundreds of legal marketers around the country.
Understandably, the recession is causing more people to place the financial rewards of a career first, said Nicholas Lore, founder of the Rockport Institute, a career coaching firm, and author of «The Pathfinder.»
One of Portland's largest local accounting firms, Delap strives to be the financial expert in coaching clients to help them win.
Conferring with a career - coaching firm at the age of 24, he utilized the stealth job search method to meet with 7 CFOs of the top Hollywood entertainment studios and landed an international financial position with MGM / United Artists Pictures.
Mequon, WI About Blog Belay Advisor offers financial advisor coaching, speaking, consulting, and content marketing services for financial advisors and the firms that serve them.
Before becoming a professional therapist, Neil spent over 20 years as a financial and business consultant working for a CPA firm (Deloitte), and then coaching business owners to build their business practices.
Roberts Business Group is a coaching and consulting firm with offices throughout the United States, and they work with clients in diverse industries, from insurance to financial management.
-- «I can pretty well track the financials in my head,» said Tom Stevens, founder of Think Leadership Ideas, an executive coaching and leadership development firm in Hillsborough, N.C. «I make myself a financial report each month and review progress on revenue targets every week.