Health Care Provider?
You are a part of a health care delivery system, and you want to improve outcomes for your patients and your practice.
I base my consulting practice on my experiences running a high-volume patient support program at UCSF Medical Center.
We inform and involve patients in their care.
Informed and involved patients have better outcomes.
They also have a better experience and use fewer resources.
In delivering this program, I pioneered the use of workforce extenders to make sure everyone is practicing at the top of their license.
I work externally to help health care organizations leverage my expertise for better outcomes, better patient experience, and fewer wasted resources.
Client organizations include:
You are part of a registered investment advisory firm, and you want to improve outcomes for your clients and your practice.
I have a demonstrated track record of helping advisors attract hundreds of millions of dollars in assets under management, in record time, through radically client-centered practices.
In my first public training program, 8 advisors added an average of $11 million AUM each in 10 weeks.
Since then, I have extended these results privately as a consultant to small, medium, and large firms. For example, advisors increased their close rate from 22% to 48%, increased consolidation rate from 26% to 37%, and reduced their sales cycle from 15 weeks to 15 days.