“If you don’t do this planning and transformation process with Tiffany, you are making a big mistake. I don’t care how organized or progressive you think you are. You need to do this.”

“Tiffany is one of the most professional, studied and high impact marketing strategists I have met in our industry. Finding someone who is both analytical and creative is a rare find, but Tiffany brings both to any project she works on. She’s thorough with follow through and is committed to quality in every aspect of her work. She’s also a pleasure to spend time with and you definitely want her on your team!”

“Tiffany is one of the most competent and professional individuals in the financial services industry. Her training and support helped take my team to the next level. She has been instrumental to my success as a financial manager. Always ready with an encouraging word, and fresh ideas, Tiffany put a face of caring and understanding on the home office.”

“​​Thank you, Tiffany. It was a pleasure hearing you speak over the last two days. You have a very keen understanding of people. I liked how you were able to address each of our personalities. Thank you for taking the time to study us as a whole and being straightforward.”

“Tiffany is a burst of energy and eagerly shares her knowledge to help others succeed. Tiffany can always be counted on to get back to you with an answer or support on an issue you encounter in your marketplace.”

“Thank you, Tiffany. Our team and staff have been buzzing about our planning retreat with you. They found it invaluable to their roles. We look forward to working with you.”

"This session helped me understand growth opportunities and clarity for targeted marketing plans. What I gained the most is a new excitement for growth and education for the entire industry."

"Tiffany has helped me with prior firms find a course to drive towards a goal, to identify opportunities for myself and the firm…developing a plan and how to manage the plan."

"Tiffany, you have kicked off Vanderbilt 2.0 in a magnificent way! You have a gift for bringing out the truly necessary bits and pieces that many consultants overlook. It is obvious that you researched us before your arrival. You approach everything professionally and with care. You are now an official member of the Vanderbilt family!"

"Tiffany helps you focus on a manageable plan to move your firm forward. What I gained the most is seeing the entire team bond on key areas such as onboarding, marketing programs and growth."

"Deb’s client segmentation strategy and client communication plan improved retention by keeping my clients highly delighted but also compelled them to recommend others to my practice."

“Tiffany delivers excellent info regarding how to penetrate different market channels. Her language and approaches are key.”

“Tiffany brings encouragement. We have real targets to aim at and the resources she provides to help streamline the process are outstanding.”

“Tiffany, you have made a difference in our firm and we are grateful. You are still making a difference!”