Online Presence Audit
Social Media Management
Search Engine Optimization (SEO)
Call/Form Tracking with Client Sync
YouTube Videos / Business Promos
Pay Per Click (PPC) Management
Just one website feature can potentially mean hundreds of thousands of dollars in lost revenue for a small business.
BUSINESS PROCESSES & DEVELOPMENT PLANNING
Recruitment and Hiring
360° Evaluations & Reviews
Employee Retention Strategies
Client Retention Strategies
Print Material Design & Production
(Business Cards, Brochures, Posters, etc...)
Trade shows and other event-based marketing
FINANCIAL PLANNING & MANAGEMENT
Our clients often seek an unbiased opinion after learning of my financial background (nearly 10 years as a financial advisor to business owners and families).
I no longer offer advice on a commission basis or in an "assets under management" fee based arrangement.
I choose to let my licenses "to sell" in over a dozen states go dormant (series 7, 66, annuities, long term care, and all types of life insurance).
However, I can provide assistance and/or objective insight in the following areas:
Banking and Lending
Client Relationship Management (CRM)
Credit Card Processing/Merchant Services
Point of Sale (POS) Systems
I'm not familiar with Charles Schwab in any way, nor is this an endorsement or recommendation. I do think their commercials do an outstanding job of planting a seed of doubt among consumers about the quality of advice they are getting.