TURNING THE JOURNEY INTO REPEATABLE LESSONS.

Building a company from nothing — to hundreds of people and tens of thousands of customers — teaches you a thing or two.

I just stepped off the “bullet train” of being scheduled 18 hours a day as the CEO of a fast-growing company backed by private equity. Now I’m taking some time to pour into my three high school kids and a wife entering a master’s program — it seems only fair after all they have poured into me over the last decade plus.

In the mean time, I love helping entrepreneurial companies forge a path forward through a combination of speaking, consulting, and sharing some of the lessons I’ve learned.

If you have a conference to entertain and inform, need to reshape your company’s message, want to rethink how your product meets the market, or reinvigorate your leadership team with fresh thinking and entrepreneurial energy, I can probably help. Reach out, and let’s talk.

COMMON ENGAGEMENTS

  • Speaking at internal employee events or customer conferences

  • Facilitating executive offsite or leadership team meetings

  • Guiding an organization to creating shared clarity on mission, vision, values, strategy and objectives

  • Figuring out how to illuminate and untangle a company’s messaging to the marketplace about itself and its product

  • Helping CEOs figure out how to solve thorny people and org problems

TYPICAL SPEAKING TOPICS

  • Creating a Mission-Driven Organization. How to navigate to shared clarity on mission, vision, values, strategy and objectives.

  • Building a Cohesive Leadership Team. How to lay the foundation for an effective, high-performing team of leaders who can build a rocket ship without allowing egos or personal agendas to blow it up.

  • Putting the Cult into Culture. Turning your organizational culture from an accident to an intentionally-designed superpower for your success.

  • Unleashing the Principles of Storytelling to Drive Results. Use this powerful framework in every Hollywood movie to transform how you tell your story.

  • The Lie Advisors Should Never Believe Again. How robo advisors had a flawed business model, illustrated through SWOT analysis. Advisors leave with a deep understanding of the value drivers of their business and how to effectively differentiate.

  • Harnessing Human Behavior to Drive Investor Success. Financial services companies need their clients to make good decisions, or they can’t deliver a successful outcome. Learn how to harness the principles of behavioral psychology to ensure clients are set up to win.