A RIGOROUS PLAN THAT MEASURED PRODUCTIVITY, DEMANDED EFFICIENCY AND ACCOUNTABILITY

Amy Jamrog is a wealth management advisor, coach, author and motivational speaker, but she wasn’t when we first started working together. Her passion had always been to help clients create wealth, steward their resources, and create a philanthropic plan to direct money toward the greater good of communities. She also wanted to write a book and be recognized on a national speaking platform.

An actionable and sustainable plan was created.  It included step by step and month by month actions which, when acted upon, would unequivocally produce the results she wanted to accomplish. We prioritized goals focusing on a few critical strategic imperatives that included developing her team to be high performers allowing her to spend a greater amount of time out of the office. The team flourished, generating energy and enthusiasm, causing unprecedented results.

Result

• Business doubled in the first 18 months and then doubled a second time
• Identified and delivered operational efficiencies
• Magnified her presence to speak in front of national audiences
• Elevated personal and employee confidence