Business Development Bio
I grew up in sweet-home Chicago. In my mid-20’s, I was bored and burning out as a life insurance agent and retirement planner.
Although I was good at the job, it wasn't fulfilling, and I didn't like being tied to an organization — forced to do things their way. Having a boss over my head, who had a boss over their head, just didn't jive with me. And, having to work 50+ hours/week to meet their goals made it even worse.
I was ready for a change and started looking for work that I could wake up excited to do every morning.
One week later, I received a coaching session. At the end of the session, I looked the coach in the eye and said, “What you just did with me, I’m going to do with others for the rest of my life.”
I wasn't ready to be self-employed, so I took on some marketing consulting and sales jobs.
When it was time to pull the trigger, I went to coach training school. Then I started my coaching and consulting practice. Four months later, I had 22 paying clients. Every one of them was either an existing professional relationship or a referral from an existing relationship.
My coach at the time was a former president of the International Coach Federation. He told me that only about 5% of coaches build their businesses that quickly. I felt proud..and surprised. I didn't understand why most coaches struggle to create a thriving business.
When I reflected, it all made sense. Here's what contributed to me quickly creating a successful referral-based coaching practice:
I graduated college with a marketing and sales degree.
For three years as a life insurance agent, I was trained and mentored in a strictly referral-based business model by a top company in the industry.
I attended a world-renowned coach training school.
I took time to clarify a business plan that was both viable AND an expression of my life purpose.
I continuously studied relationship marketing, client enrollment and business development for service professionals.
I voraciously studied personal transformation which helped me operate at peak performance and overcome my fears and self-sabotage patterns.
All of this resulted in a system to effectively generate a reliable flow of referrals and enroll ideal coaching clients. In my first four months, I got a little over-zealous and created so many clients that I had no work-life balance. So, over time, I shifted to having a practice with a handful of high-paying clients with a free and fun lifestyle. Ahhh....
Since 2006, I have fine-tuned this step-by-step referral marketing process to be free of any hype or manipulation. The customizable framework is designed to be an organic expression of giving and providing value. My clients find this approach to feel natural, benevolent and enjoyable.
I feel honored to help coaches and consultants apply this system to grow their business...and also enjoy financial stability, work-life balance, and fulfillment in all areas of life.
On the personal side, I enjoy nature, music, dance, volleyball, chess, camping and travel. I found the love of my life in 2014 on a dance floor in Boulder, CO, where we live. We coach each other almost daily. Our ability to grow and work through challenge is a thing of beauty. So is she.
People say I’m straightforward, compassionate, adaptable and funny. But my sweetheart says the funny part is questionable.
Education & Credentials
Certified Professional Co-Active Coach (CPCC)
Coaches Training Institute
CTI is a world-renowned leadership and coach training school. Graduated Co-Active Professional Coach Training & Professional Coach Certification Program in 2006. Repeated Co-Active Professional Coach Training in 2019. 5,400+ coaching hours as of 2019.
Professional Certified Coach (PCC) (2008-2014) [Credential expired, but meet qualifications to reapply]
International Coach Federation
Mastering Your Craft
Self-Mastery and Self-Sabotage Management training
Avatar® & Avatar® Masters Courses
Stars Edge, Inc.
Learning to overcome disempowering beliefs and operate from chosen beliefs and emotions
The Awakening Course
Interpersonal Skills & Counselor Salesperson Courses
Wilson Learning Corporation
Personal Development Study
Rigorous study and application of teachings in personal development, leadership, business, relationships, communication, practical spirituality, metaphysics, self-hypnosis, meditation, etc.
B.S. Marketing & Sales
Northern Illinois University