Denver, North Carolina, United States
Our business consulting firm helps businesses in three primary areas, Employee Benefits Consulting, and Business Consulting. A large portion of time is spent consulting and coaching businesses to achieve a fun and profitable work environment. Areas of expertise include practice management, marketing and sales, and business development. We have extensive expertise in helping insurance agencies and financial planning practices grow to the next level. We helped develop training programs and referral programs for the three largest bank brokerage programs in Chicago. We hold a federal trademark for a turnkey program for financial advisers combining sales, marketing, seminars, referrals, and presentations called CERTain . Robert consults to members of congress on various employeee benefits and financial services issues, as well as contributing to such organizations as The Wall Street Journal regarding health insurance. Specialties: We have extensive expertise in helping insurance agencies and financial planning practices grow to the next level. "The" business consultant / coaching experts for the small & mid-sized company: Business Consulting Employee Benefits Consulting IT Consulting