You guessed it…we’re all about UNCORKING productivity for wealth management. We feel your pain and know your challenges because we hear them all day long from our coaching clients. We’ve submerged ourselves into the financial profession by serving on our local FPA board of directors, subscribing to industry publications, and attending/speaking to local and national financial professional conferences.
So what makes us successful at this whole productivity thing? First of all, we live it every day and we really do walk the talk.
Patty Kreamer is a Certified Professional Organizer and an organization and efficiency expert. She knows how to see between the steps and pull out the things that really don’t matter. She can add time back into your day and help you accomplish more than you ever thought you could.
Michelle Donovan is a referral productivity and relationship expert. She is all about focus, accountability and results. She will stop you from spending time with the wrong people and help you engage your clients and COIs for more referrals.
Our goal is to help you be as productive as you can. We want you to have the kind of life that warms your heart, puts a smile on your face and gives you the freedom to do whatever you want. Welcome to Productivity Uncorked!