What We Do for
Our Clients

I. Focus Industries

While we work across a variety of industries, our focus is helping to improve performance in banking and financial services, healthcare, education and non-profit organizations.

Banking and Financial Services

In the banking and financial services industries, we focus on strategic planning, building high-performance sales organizations, developing more effective teams and building aligned processes with a focus on client acquisition and retention.

Education, Healthcare and Government

In education, healthcare and government, we focus on leadership development, developing more effective teams, and anticipating and leading change.


For non-profits, we focus on creating sustainable revenue models, board engagement and strategic planning.

Employee Engagement

Recruiting and retaining engaged employees is critical to the long-term success of any organization. It doesn't take much for people to feel disconnected from the organization's mission or even devalued by it. This means they aren't focused on achieving their goals. While leadership is often concerned about their employees’ engagement, they don't always know what to do about it. That's where we can help.

By using statistically validated diagnostics, we can help you determine where employees feel disconnected from your team and its mission. Whether it's the messaging of your mission, a disconnection between employee and organizational goals, compensation plans, or something else, we'll help you start and finish your journey to a more engaged and satisfied workplace.

Sales Effectiveness and Revenue Growth

Many organizational development advisors look for quick fixes to a net income problem. They focus on cutting costs, which, while sometimes useful in the short term, can result in a fearful and disengaged work force. While we can also help with expense management and organizational efficiency, we prefer to work on growing top line revenue. To do so, we can engage our team in something as broad as clarifying your value-proposition, brand development and marketing. We can also simply help you build a more productive sales culture.

We can help you build a process rather than simply offer a canned sales training program. While sales training is essential to your success, we will also work to develop a sales management process that reinforces what your sales team learns from working with us. We will hang around long enough to make sure those processes and the money you invest in training pay off in the form of increased revenue, a greater share of your client's "wallet" and the retention of clients you've worked so hard to win.

II. Leadership Development

You probably have an organizational chart and have at least some idea of who might step into a role should someone on that chart leave. But what are you doing to deliberately prepare those people to lead your organization in the future?

We help leaders identify their strengths and areas for improvement by using a variety of tools from Gallup and Wiley. Additionally, we use material from Jim’s 40 Lessons in Leadership, including a variety of case studies, that will help leaders improve their communication skills, build trust with their teams and help them create an engaged environment for their teams. We will also build case studies based on your own industry and experience, giving your leadership team the chance to exercise their new and growing skills in a real-world environment.

We help leaders identify their strengths and areas for improvement.

III. Leading Change

It may not be fun for many people, but in today's economy, it's essential if your organization wants to thrive. But how do you ensure your teams respond to and cope with that change?

Our approach is based on the belief that the acceptance and implementation of what we call SmartChange require a clear plan that includes helping your team:

  • + Acknowledge the need for changes to your policies, processes and tactics.
  • + Actively accept those changes.
  • + Begin to anticipate the probability of even more change in the future.
  • + Help accelerate implementation of changes your organization will implement now and in the future.

We’ll also help you develop a communication plan, timeline, deliverable objectives and measurable performance improvements associated with changes within your organization.

IV. Team Building

The Five Behaviors of a Cohesive Team, based on the seminal work of Patrick Lenceoni.

As an Authorized Partner, we use The Five Behaviors of a Cohesive Team©, based on the seminal work of Patrick Lenceoni, to help your teams build confidence in one another. Like many things, it's a simple process. But it isn't easy.

Once an organization has laid down a foundation of trust, it can allow for productive conflict that builds commitment. That commitment helps build a culture of mutual accountability that ensures measurable results.

Many organizations have it backwards. They measure results frequently and publicly, creating an environment that leads to disengagement and unhealthy competition, rather than building a foundation of organizational trust. Our unique approach helps remove the disharmony that often arises from behavioral and style differences and creates an environment of productive conflict.

V. Strategic Planning

The only thing worse than strategic planning is not planning strategically.

Our planning process starts with benchmarking your key performance indicators, and when possible, comparing them to high-performing industry peers. We'll then help you identify things that move the needle. Rather than search for an endless number of strategies and tactics, we'll help you identify key opportunities and make sure you stay focused on the execution of your plan. In our approach to strategic planning, we may also use The Work of Leaders© to help your teams clarify your vision, align your strategies and execute on your plans. And our experts can evaluate your organization’s financial condition to help you identify cost and revenue opportunities, ensuring your plan maximizes profitability while minimizing risk.

VI. Performance Coaching

Do you want to take your professional performance to the next level? Are you struggling to refine your professional personal goals? Even the greatest athletes in the world have coaches. So why don't you?

Maybe it's time to hire a coach, someone who can help you clarify your goals and keep your life on the trajectory you want. Principal Consultant Jim Owens has developed a process to help you evaluate your life's mission by examining five different components of satisfaction that can help you realize your goals. During this process, you will look for satisfaction gaps between where you are now and where you want to be.

Together, you can build a better financial plan, create a plan for improving your professional skills, build better relationships and grow both mentally and physically. The plan is yours to develop, but Jim will guide you through careful examination to help you become more intentional about how you invest your life.