Our projects
Recent Work
A sample of engagements across our services. Select any project to read the full case study.
Colonial Life Independent Channel — recruited new and licensed agents
Recruited new agents and licensed agents across the Colonial Life independent channel.
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Secured $4.9 million campus
Non-profit partnership structure that supported the acquisition of a $4.9 million campus.
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Practice Management Consultants — Wealth Equity Certified Advisor Designation
Consulted with Practice Management Consultants on the development of the Wealth Equity Certified Advisor Designation.
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WFG — recruited independent agents
Built the pipeline of licensed independent agents for World Financial Group.
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Secured strategic partnerships with Fortune 100 companies
Secured multi-year partnerships with JPMorgan, Merrill Lynch, Citi Wealth Management and Fidelity.
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Alpha-Hub — market and business development strategy
Developed go-to-market and business development strategy that supported an initial raise of $1.3 million.
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Trinity College of Jacksonville — student recruitment strategy
Designed recruiting strategies to increase student recruitment and engagement.
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