"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.”

THE MILNER GROUP – Lawrenceville, GA

“​​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.”

TENNESSEE BROKERAGE AGENCY – Knoxville, TN

“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.”

GLOBAL INSURANCE SOLUTIONS GROUP
Bala Cynwyd, PA

“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.”

CIGNA MEDICAL GROUP – ​Phoenix, AZ

"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."

DISABILITY PROTECTION PARTNERS – Phoenix, AZ

"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."

BRAD NEWCOMB, Regional Vice President,
John Hancock - Naperville, IL

"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."

INDEPENDENCE FINANCIAL PARTNERS – Warwick, RI

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

DIXON WELLS – Birmingham, AL

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

INDEPENDENT PLANNERS GROUP – Scottsdale, AZ

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

THE PALMER AGENCY – Atlanta, GA

"Tiffany's session helped me really understand my role and duty in this new position. I gained a deeper understanding of this industry and how to market effectively."

COLORADO BROKERAGE GROUP – Denver, CO

"Tiffany helps you think deeper about the language you use to approach and educate clients and prospects. We gained ideas and insights we can use right now with clients and devices for future planning."

BELMAN KLEIN ASSOCIATES, LTD. – Columbia, MD

"Tiffany helps you focus on your value proposition. What I gained the most is looking at things from my clients' point of view."

WEALTH ADVISORS, LLC – New York, NY

"Tiffany helps you refocus. I learned how to determine if the markets we are focusing on are the right markets."

ALGREN ASSOCIATES, INC. – New York, NY

"Tiffany's presentation at the Society of Financial Service Professionals in New York City brought an interesting way to view the language we use with clients."

THE STRAUSS AGENCY, INC.
Brokerage Division – New York, NY

"Tiffany really knows our business. She is a true driver and gets the results you are looking for. She will keep you and your team focused on the task at hand. I highly recommend her to anyone looking for a consultant to assist them with their company's vision or personal career path. Thank you, Tiffany!"

DIVERSIFIED BROKERAGE SERVICES, INC.
Minneapolis, MN

“Tiffany is great! Her growth and communication coaching has a warmth and kindness that is miles beyond the generic cookie cutter approaches all too common with professional marketing agencies. Highly recommended if you want to make great business progress in 90 days.”

TOTAL WEALTH PLANNING – Cincinatti, OH

"Tiffany has proven to be an invaluable resource providing the insight and support, as well as assistance with the marketing materials needed to enable us to initiate a new business subsidiary within our insurance brokerage firm. Her project management skills have helped us learn how to more effectively manage all of our office projects in a clear and concise manner, eliminating misunderstandings and delays, and significantly enhancing our bottom line. If you have not worked with her, you are missing out on a tremendous opportunity to grow your business."

UNDERWRITERS BROKERAGE SERVICE – Pittsburgh, PA

"Tiffany helps you further define and focus your vision to grow your business. We gained an understanding and appreciation for the proper language necessary to communicate effectively in different markets."

FOUNDATIONAL PLANNING GROUP – Denver, CO

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

INDEPENDENT PLANNERS GROUP – Scottsdale, AZ

"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!"

VANDERBILT FINANCIAL GROUP TEAM – Woodbury, NY

“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.”

SUMMIT FINANCIAL – Wall Township, NJ

“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!”

MCCAULEY & CO. – Encinitas, CA

"For the record, the marketing training these past few weeks has been nothing short of amazing and value-added for all of our advisors and leaders. The feedback has been the same with nuggets they can implement and execute on for years to come. Thank you does not seem like enough."

APOGEE FINANCIAL PARTNERS – Atlanta, GA