30+ Years in Financial Services

Expert in Multiple Areas: Her expertise includes practice management, leadership development, sales, recruiting, compliance, and operations.

Proven Track Record: She has helped countless financial advisors and teams achieve measurable growth and operational efficiencies.

Leadership Development: She has trained and mentored advisors and teams to improve leadership skills and team dynamics.

Sales & Recruiting Success: She has led initiatives that have successfully increased advisor recruitment and client acquisition.

Compliance & Operational Efficiency: Dawn has a deep understanding of industry compliance, and has advised firms on improving processes and streamlining operations for better performance.

Business Growth Specialist: She has helped transform countless financial practices into high-performing enterprises through strategic planning.

Long-Term Industry Impact: Dawn has built a reputation for driving sustained success in the financial services industry as a whole.

10+ Years in Financial Services

Field Experience: Chelsea spent 8 years in the industry as a financial advisor, developing her own practice from the ground up. She also started in the industry as a private staff for an advisor, where she created and implemented systems & processes, and trained new staff.

Marketing & Business Development Expert: Her expertise in financial services marketing and authentic business development has helped countless advisors expand their markets and businesses.

Innovative Visionary: She’s a well of knowledge, fresh ideas, and an eye for when something is or isn’t working. She wants to modernize the financial services industry through human-centered approaches and modern marketing.

Processes & Efficiencies: She believes in running a lean & mean team, and has built out custom processes and customer journeys for implementation.

Your Team’s Maximizer: Her extensive hands-on training in emotional intelligence and leadership will help you and your team maximize their potential.

Workshops, Masterminds, and Speaking: Chelsea has had success in developing, selling, and delivering financial workshops, and is an expert facilitator and speaker.

Your organization’s mission, vision, purpose, and values are the foundation the rest of the organization is built upon. We will guide your entire team through this process together, to create alignment and clarity, and ignite passion.

No guesswork. We want to guide you and your business based on facts. This is an extremely thorough process where we study the trends, net flows, segmentation, fees, product lines, production, and more - to help you see exactly where you’re having success, and where you have opportunities to expand your capacity.

We work closely with your team to understand tracking, processes, and workflows to help identify kinks in the process & maximize your team’s outputs. These are usually small, yet extremely impactful shifts - not an overhaul of your entire system.

The most successful advisors have a clear ideal client, a top-notch servicing model, & are viewed as the go-to expert by their audience. That’s what we’ll help you do. Establish your niche, find new clients, and help you position yourself as the expert you are. We’ll look at your business development practices, strategic partnerships, marketing initiatives, overall brand, and sales process.

Who’s in charge of what? What hires do you need to make next? What are everyone’s job descriptions? How do you run your meetings? Do you have frequent chcek-in’s? How are people being held accountable? Developed? What is the growth path for each employee? What kinds of advisors do i need to bring on? We’ll work with you to create this entire map and training plan.

We won’t leave you hanging with a bunch of information and no action. Your time is valuable. We’ll create action plans and priorities lists, and help you implement the changes necessary - whether by working with you, training your staff, or bringing in trusted partners to support your expansion.