Serial Entrepreneur. Online Marketer. Created 3 products that generated $1,000,000 in revenue all based off a simple 6-step service model. Former Investment Professional. 401k Expert. Founder Financial Service Standards (acquired in '13).
Developed the 401k Service Training Program, the Professional Plan Consultant Designation for pension professionals, and the 401k Service Solution document kits. All 3 products were based of a 6-page, 6-step process. If you have a unique process or framework, I can help you understand the steps necessary to expand your reach and sell or license or teach your process to your clients and/or peers.