ELITE CUSTOM CONSULTING
BY INVITATION ONLY
3 Consulting Calls with 3 Industry Experts
2 Weeks
1-1 with ONLY Your Firm
STEP 1
Solidify Your Vision
Call #1: Jeff Kaye
- Analysis of current firm model and structure
- Audit of current market coverage and future areas for growth
- Advisement as to future organizational design and ways to maximize market mastery as well as revenue
JEFF KAYE
31 Year Industry Veteran
STEP 2
Understand your Roadmap
Call #2: Karen Schmidt
- Turn vision into execution: what immediate changes should be made for instant gains
- What future strategic adjustments should be made (roles, outsourcing, expectations, compensation plans, etc)
KAREN SCHMIDT
19 Year Industry Veteran
STEP 3
Turbo-Boost your Engine
Call #3: Greg Doersching
- How to accelerate new clients coming in the door (without you making more calls)
- What recruiting and client development techniques are actually working right now
- How to create competition separation
GREG DOERSCHING
26 Year Industry Veteran
WHAT’S INCLUDED:
- Three 90-minute individual consulting calls with our subject matter experts
- Premium level access to Next Level Exchange for duration of program (20 hour Foundation Training, 180+ hours of on-demand training by Big Billers and Industry Trainers)
- Access to 40+ Owner Therapy Webinars (supplemental topics for owners/leaders)
- Proprietary documents related to any topics discussed on consulting calls