The services I provide fall into three primary buckets:
- Strategic planning and execution
- Portfolio growth and optimization
- Deal coaching.
Over the past few months, I’ve been helping a mid-sized bank build a business plan (complete with P&L and account plan) that will enable it to re-enter the credit-card market. I’ve built a database for a client that will enable it to reach out to new prospects so it can expand an already profitable business line. And I have provided advice to a major sports organization on negotiating endorsement contracts with its U.S. and Canadian bank partners; reviewed its marketing inventory and distribution channel strategies; and created an card account plan and business plan that will enable it to deepen its fan relationships.
If you’re interested in discussing how I can help you, please complete the form below.
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