Alan Weiss’s Private Roster Mentors
Leslie Austin *
Known to her clients affectionately as “The Lion Tamer,” Dr. Leslie Austin is an executive coach, trainer, psychotherapist, and organizational consultant, working with individuals and teams to effect long-lasting changes in behavior and effectiveness, and communications styles and strategies. She specializes in helping her clients learn to think and behave strategically and ethically while negotiating the often-challenging corporate politics and personalities which dominate their work lives. Her client list includes individuals, small companies, and Fortune 100 companies.
She also consults with attorneys by coaching their clients for trial appearances, and by doing client psychological evaluations with a mind to choosing appropriate legal strategies. She has also coached attorneys on their own presentation and/or interpersonal skills.
She brings to her work the unique perspectives of Gestalt, Jungian, and Core Energetics training as a psychotherapist; seven years as a Professor of communications, theater, and music; and extensive experience as a performer. In addition to a Ph.D. from New York University in Performance Studies (an interdisciplinary study of human behavior), she is a graduate of and supervisor at the four-year Clinical Fellowship Program at the Gestalt Associates for Psychotherapy, and is also a certified mediator.
She has recently attained the rare distinction of becoming Board Approved in Executive Coaching and Behavior Modification by the Society for the Advancement of Consulting.
Dr. Austin appears frequently in national and local radio, television and print media and has an extensive list of media credentials. She is currently a regular guest expert on the Headline News Network and on Court TV, most often appearing live with Nancy Grace.
Andy Bass PhD *
Andy Bass PhD is the founder of Bass Clusker Consulting, a leadership and strategy consultancy that helps organizations do better and faster work with the resources they already have. In contrast to conventional methods, Andy’s approach, which he calls “Releasing Change,” uses the strengths and potential already there, without needing to add resources (which often create needless complexity), or cut resources, (which risks removing something valuable). Andy’s Releasing Change process happens in three stages:
- we find ways to tap into unexploited energy which can boost new initiatives
- we focus that energy by putting it in the right ‘container’ (not too restrictive, but enough to ensure effectiveness)
- we fine-tune the inevitable challenges that come up, in order to keep everything on track.
Andy speaks on all of aspects of releasing, refocusing and redirecting change.
Robbie Baxter *
Robbie Kellman Baxter is passionate about helping independent consultants dramatically increase their revenues while staying true to their personal objectives.
A lifelong resident of Silicon Valley, CA, Robbie has helped dozens of professional services providers including MBAs, Lawyers and Physicians establish thriving consultancies that enjoy consistent growth and profitability. Robbie’s clients say she has a unique and powerful ability to reframe complex, ambiguous situations and to simplify the decision-making process. Like Robbie, many of her mentoring clients have advanced degrees from top schools and are used to professional success. They find themselves for the first time off the beaten career path, and come to Robbie for mentoring because of Robbie’s own success in building a prominent and successful consulting practice (http://peninsulastrategies.com/). Robbie’s expertise in strategic marketing helps consultants to quickly build a robust client pipeline and strengthen loyalty among existing clients.
Robbie was inducted into Alan Weiss’s Million Dollar Consulting Hall of Fame in 2013.
Here’s what people are saying about her:
“Robbie’s counsel has been instrumental to the continued success of my business. While my practice was in its infancy, Robbie coached me on both laying a strategic foundation. Now, several years later, my practice is thriving, and I continue to seek Robbie’s perspectives on how to grow while staying true to my professional and personal core. Robbie is insightful, honest, practical and generous in sharing her considerable arsenal of best practices. I recommend her without reservation.”
“Robbie is invaluable as a counselor and coach. In the four years we have worked together, she has helped me to understand both how to make my law practice run better from a process perspective and how to make myself happier in that practice from a substance perspective.”
“Working with Robbie has been an integral part of my success. Her keen intellect and extensive business experience have helped me demystify the process, identify opportunities and finally begin to make great strides. And on a personal level, it has been tremendously gratifying to work with Robbie. I highly recommend Robbie both as a mentor and as a professional.”
“I started working with Robbie at a time when i was struggling to find the right focus and future direction for my consulting business. Robbie helped me quickly drill down to the root of issues i was facing, providing clarity and objective, actionable advice. Robbie’s expert guidance was critical to me as I made an important transition in my business. She encouraged me to sharpen my focus on key priorities and showed me how to effectively articulate my value. Robbie was highly accessible, generous with her time and a pleasure to work with.”
“As a former CFO of a venture-backed tech company, I was looking for a mentor who could help me quickly translate my success as an operating executive into a significant strategy consulting practice…Robbie has delivered. She is helping me to structure, sell and deliver on large projects for demanding clients, right out of the gate. Our conversations include how to market and position my services for maximum appeal to the C-suite, how to build trust with clients so that they turn to me for new ideas, and how to scope and deliver projects for maximum value to the client (and ultimately, fees to me). For those looking to rapidly build a rewarding and profitable consulting business for the long term, I highly recommend Robbie. ”
A sought-after writer and speaker with degrees from Stanford and Harvard, Robbie has led consulting workshops at the numerous prestigious academic and professional organizations, and has been quoted in major publications.
If you are ready to make some real changes and grow your consulting practice, Robbie may be the right partner for you.
Scott Beilke is Managing Director and a principal consultant at Brighton Leadership Group — a consultancy that helps senior leaders and organizations thrive in conditions of continuous change. Scott has launched, grown, and turned-around companies.
He has been consulting for more than fifteen years, and has done leadership-and-change projects in twenty-seven industries.
His clients include large organizations, such as Advanced Micro Devices, Bayer, CRU (the U.S’s largest Evangelical organization), Guardian Life Insurance, Kraft Foods, and Lyondell Chemical, as well as smaller organizations such as American Physicians Insurance Exchange, CMMI Institute (a Carnegie Mellon affiliate), and GVTC.
Before joining Brighton Leadership, Scott was a manager in the SAP implementation practice for Deloitte and the Manufacturing Controller for a $750M international medical supply manufacturer. He was also a National Practice Leader for a management consulting firm, where he helped grow the Implementation and Process Improvement practice’s annual revenue by 7,100%, from $500K to $36M, and the Austin market office’s annual revenue by over 15,000%, from $56K to $9M . . . in under ten months.
Beside his work with Brighton Leadership, Scott sits on boards and mentors young entrepreneurs and executives. He is on the Strategic Advisory Committee for CRU, serves as a mentor for the Executives Club of Chicago, a Master Mentor in Alan Weiss’s Private Roster Mentor Program, a member of the Society for the Advancement of Consulting, and a Chair for the Speaker Selection Committee for Global Conferences at the Association of Change Management Professionals.
Scott graduated from the University of Wisconsin at LaCrosse with a BS in Accountancy, and later received his certificate as a CPA.
Scott is also a wine enthusiast, and is a member of the wine committee at the Metropolitan Club of Chicago, and Chair of the Wine Club at the Columbia Yacht Club.
Garry Beavis *
Garry Beavis has over 35 years’ experience in the Accounting, Taxation and Financial services industries in Australia, in particular the sector of privately owned small to medium sized enterprises. His expertise and success in running and launching businesses make him a superb resource for entrepreneurs and the owners and executives in small and medium-sized organizations.
“When starting our business and searching for an advisor in Australia Garry was recommended to us by some friends of ours. We have since been been guided by the sound advice, and expertise offered to us over the years, not to mention the willingness to provide help at any time, in a friendly but professional manner. The added value of peace of mind along with the financial value is always greatly appreciated.”
“HS Sales Pty Ltd has been associated with Garry for over 6 years and we have benefitted greatly from his professional advice during this time. A few years ago we formed a closer partnership with Garry and moved to a more strategic alliance allowing us to plan ahead and handle our business development more effectively.”
“Garry and I have had the opportunity to engage in several business settings. I am impressed by Garry’s value-based approach–focused on creating better results for his clients. I believe that his holistic approach to business is dramatically different than many advisors that I have used. He is not cheap, but provides great return-on-investment which is what I care most about.”
“Garry has impressed me with his eye on crafting maximum value from any situation. His calm and reflective manner gives enormous confidence in his ability to propose sensible yet ‘out of the box’ ideas which work.”
Bill Corbett *
Direct dial: 970-481-5976
Office number: 970-667-7876
Mailing address: 325 E. 7th St., Suite H, Loveland, Colorado 80537
Bill Corbett is the Thought Leader in the alcohol and drug treatment field, a Master Mentor, a trusted advisor, consultant, coach, business turnaround expert, and serial entrepreneur.
He has over 40 years of business experience including:
Partnering with successful addiction treatment centers, reducing their scholarships and discounts from 20% of gross revenues to under 5%, dramatically increased the conversion rate of admission calls, rapidly reduced A-typical discharges, completely changed the companies from people dependent to system dependent, and created Inside-Champions that allowed the businesses to practically run themselves. He helps create dramatic increases in revenue and earned income to help more alcoholic/addict clients.
He is a member of the Society for the Advancement of Consulting (SAC) and was awarded board approval as a “Trusted Advisor to CEOs and Top Executives in the Alcohol and Drug Treatment Industry” for outstanding performance in improving the organizations revenue, retention, referrals and best practices, resulting in a much improved client recovery rate.
He is a member of the Association for Addiction Professionals, and a member of the National Association of Treatment providers (NAATP). He has graduated from Alan Weiss’s Million-Dollar Consulting College®, a rare achievement in the consulting profession. He is one of fewer than 150 graduates globally. Admission to and graduation from the college is difficult and widely sought, he was inducted into the Million Dollar Consultant Hall of Fame in January 2010, in which there are only 30 Hall of Fame members worldwide.
He is a Master Mentor, chosen and trained by Dr. Alan Weiss, the global leading authority in consulting. There are less than three dozen Master Mentors globally.
His three year stint in the United States Marine Corps and 13 months in Viet Nam contributes to his “can-do” attitude and his gratitude for a life well lived – with a little time out for bad behavior.
He says that he got his undergraduate degree in “Life 101” through his experience as a practicing alcoholic. Of the hundreds of men and women with whom Bill has had the honor of working, 80 – 85% have recovered from their alcohol or drug dependencies by reconstructing their lives in powerful ways. He was a volunteer facilitator at an alcohol and drug outpatient treatment center, facilitating men’s groups and couples groups.
He loves boxing but never learned to love the getting hit part, so he doesn’t spar anymore. He took up boxing at age 58. His boxing coach said he thought Bill could be champ in “The Fossil Division.” Bill decided not to pursue that opportunity.
Stuart Cross *
When I started my consulting business in 2006 I was looking forward to helping UK businesses dramatically accelerate their profit growth. Following three months without any sales I quickly realised, however, that the consulting business really is the marketing business!
Consequently, Alan Weiss has been my mentor since 2007 and has helped me transform and continuously improve my marketing approach, my ability to work constructively with clients and my capacity to work a lot smarter (rather than harder).
My consulting, coaching and speaking clients now include some of the world’s leading companies such as Avon Cosmetics, PricewaterhouseCoopers and GroupeAeroplan, major UK corporations including Alliance Boots and Dunelm Group plc, and ambitious, successful and growing medium-sized businesses.
Here’s what a couple of clients have said about me:
“If you really want to get some breakthrough thinking into your business then Stuart’s the guy to contact.”
“It’s great to work with a consultant who not only understands and meets our business needs, but who can also tailor their approach to the dynamics of a particular team and organisation.”
Having been inducted into Alan Weiss’s Million Dollar Consulting Hall Of Fame in 2008 and approved as a Master Mentor in 2010, I now want to help other consultantsimprove both their business and their life. In particular, I look forward to providing you with pragmatic and constructive support to:
- Attract high quality clients;
- Grow top-line sales;
- Become a recognised leader in your field;
- Work more effectively and efficiently; and
- Enjoy your life more.
Before launching my consulting career I led the strategy team at Boots the Chemists, the leading UK retailer. I am also a chartered accountant – although I don’t usually disclose this on a ‘first date’ – and have an MBA from Warwick Business School.
I have worked in large corporate organisations and understand the personal changes required to make an independent consulting business successful. I know that by signing up to this program you will see a great return on your investment, both directly with your mentor and by your introduction to the thriving, dynamic and mutually-reinforcing community of other independent consultants and entrepreneurs that is led by Alan Weiss.
Constance Dierickx is unique among consultants. In fact, she is often called The Pragmatist. She has consulted with over 500 executives, more than 20 boards in over a dozen countries, written numerous articles and delivered memorable speeches in the US, Europe, and Latin America.
Her results fly in the face of the 80% failure rate of acquisitions and mergers. For example: A client doubled their share price in less than three years following a merger. A professional services company, pivoted their strategy, re-organized and achieved record top-line growth while simultaneously making the largest investment in technology in the company’s history. Another client, in the finance industry merged distinctly different cultures in a manner described as “surgically precise.”
Her clients include Johnson Controls, IBM, Tennessee Valley Authority, Next Gear, Chubb Insurance, PanAMSat, Olive Garden, DIRECTV, American Automobile Association, The Society for CPCU, Boys and Girls Clubs of America as well as private equity firms, start-ups and professional services firms.
Early in her career at a major Wall Street firm, she saw firsthand the impact of poor management, pay without performance, irrational beliefs, and extreme overconfidence. The behavior of neither her colleagues nor clients made sense, but her curiosity about it propelled her to earn a Ph.D. in psychology. She marries academic insight with pragmatic approaches to create a novel consulting relationship with her clients.
Constance’s sardonic wit and sharp observations lead publications such as The Wall Street Journal, Chief Executive, Chief Financial Officer, Directorship, Boards and Directors, and Corporate Board Member to seek out her point of view. Speeches, workshops and seminars with Constance are a combination of useful concepts, infused with examples from her work, brought to life by pity insights.
She is President of OnBoard and is also on the board of the Inter-Organization Network where she leads the Board Referral Committee. She is a recovering licensed psychologist and a member of the American Psychological Association and the Society of Consulting Psychologists.
Mark Faust – growth and turnaround consultant, syndicated writer, professional speaker and executive coach to owners and CEO’s. Author of Growth or Bust! Proven Turnaround Strategies to Grow Your Business.
Since 1990 has run Echelon Management International a growth and turnaround consultancy which works with both leaders of successfully growing companies who want to raise the bar as well as companies in turnaround.
Mark has worked with many Fortune 500 CEO’s and turn around CEOs. His client companies have included P&G, IBM, Monsanto, Apple, Syngenta, Bayer, John Deere as well as many smaller closely held organizations, government agencies and even non profits.
Mark has been an adjunct COO and has sat on many company boards. Mark has been an Adjunct Professor at the University of Cincinnati and Ohio University and speaks around the world on how leaders can accelerate growth.
“Mark’s strategies show how even businesses in the most dire of times still have a set of responsibilities, a path, and processes that they can follow that will optimize their chance of turnaround and long-term success. He shares wise concepts from which most any business would benefit.”
“We give a lot of the credit to Mark that we are moving so fast and growing so profitably, Mark has helped us to plan and execute the plan, both have been key to our continued success. Mark delivered two to three times more than I expected for our investment…and the value and financial impact to our company has been and will continue to be significant.”
“Mark played no small part in our beating almost the entire industry in regards to the growth we have experienced over the last few years. Mark has been key in coaching me and the team to beat the industry in this down economy. Mark has become a trusted management advisor and I have engaged his counsel and perspective on a number of key issues and opportunities. I can’t recommend him highly enough”
“We worked with Mark last year to implement his strategies for increasing revenue and profitability. His process is extremely worthwhile and positively impacted our top line. He also helped us to chart a strategy for very significant growth in the longer term, and I believe even better results are around the corner. His process is a great opportunity to significantly jump start your company.”
“Mark Faust is a kind and caring man who has dedicated his life work to helping others. He genuinely believes that his work will help you succeed. So do I. Mark is a winner; pay attention to what he shares.”
Noah is a strategic marketing consultant, coach, and mentor specializing in entrepreneurial growth, client loyalty, and customer retention. Since 2005 he has worked with over 500 entrepreneurs to help them optimize their profits and achieve dramatic growth. In addition to working with others, Noah has also created and sold a variety of his own businesses some of which were so successful that he was able to pay for his house outright in just under two years.
Over the years, Noah has worked with membership, software as a service, and subscription sites ranging from a few hundred members to tens of thousands. In addition, he’s built his own private communities where hundred of members remained loyal and active for over five years. His skills and expertise have helped hundreds of entrepreneurs, & organizations, both online and offline, experience exponential growth.
Noah has taught master classes on customer retention for the popular website, Mixergy.com, a site dedicated to interviewing company founders and industry experts, such as Gary Vanyerchuk (author of “Crush It” & “The Thank You Economy”), Wikipedia founder Jimmy Wales, and Groupon founder Andrew Mason, among hundreds of others.
As one of only a few dozen Master Mentors trained and accredited by Alan Weiss, Noah’s primary goal is to continue working closely with entrepreneurs, infopreneurs, solo practitioners, and professional services providers looking to accelerate their growth for maximum success. Are you ready?
Colleen is driven by a passion for sales – and results. A successful sales leader for over 20 years, she understands the challenges of selling in today’s market and that business leaders can no longer rely on approaches to sales based on techniques from decades ago.
Colleen works with business and sales leaders to design, implement and hone their sales teams to seize market opportunities. Whether designing strategy to target a new market or working with a team to improve their productivity, Colleen’s results have attracted clients such as Merck, Abbott, Merrill Lynch, Royal Bank of Canada, Dow AgroSciences, Adecco, Trend Micro, UBM, and over 1,000 other leading organizations.
Time and time again, clients who work with Colleen note her frank, no-nonsense approach to solving problems and addressing opportunities. Always with an eye to results, Colleen has become renowned for her practical strategies and use of measurement and accountability to inspire sales team performance.
Colleen has been distinguished as a Certified Sales Professional (C.S.P.), is a past President of the Canadian Association of Professional Speakers and is a member of the Canadian Speaking Hall of Fame. Sales and Marketing Management Magazine has called Colleen and Engage Selling: One of the top 5 most effective sales training organizations in the market today!
Mark Frobose is the bestselling foreign language author of over 60 titles including the internationally acclaimed ‘Behind the Wheel®’ language series which he created and authored. Mark is the nation’s only living creator of a successful major language method and major language audio line which is now owned and published by Macmillan Audio of New York.
Mark appears regularly in national media as a language expert and was recently interviewed by Dennis Miller on the ‘Dennis Miller Show’ before and audience of over a million and a half listeners. An article about Mark’s amazing rags-to-riches success story was just featured in Entrepreneur Magazine. Mark was also recently quoted as an international language and culture expert by MSNBC’s ”The Well Mannered Traveler’.
In addition to the above, Mark has also appeared live as the USA’s Number #1 language expert with Linn Brown on Fox 5 TV’s ‘Good Day New York’ .
Last and certainly not least, Mark’s popular and innovative ‘Behind the Wheel®’ language method was given rave reviews in Men’s Health Magazine who rated Mark’s approach and language programs a ‘great value’ when compared to Rosetta Stone and Pimsleur!
Lynn Garbers, president of Eagle Achievements knows how to get the best out of people. According to her clients, Lynn’s creative and supportive approach yields amazing results. Anyone who works with her experiences positive change that surpasses their own expectations. Her presence invites individuals and groups to challenge their thinking and behavior creating long-lasting results. Whether you are a leader, a senior manager, or a group who wants to be a team, working with Lynn will be transformational.
For more than 30 years, Linda Henman has helped executives in military organizations, small businesses, and Fortune 500 Companies define their direction and select the best people to put their strategies in motion. She has helped clients in the retail, financial services, food, medical, hospitality, manufacturing, and technology industries. Some of her major clients include Tyson Foods, Emerson Electric, Kraft Foods, Boeing Aircraft, Estee Lauder, and Merrill Lynch. She was one of eight experts chosen to work directly with John Tyson on his succession plan after his company’s acquisition of International Beef Products. Through thousands of hours of coaching with hundreds of corporate clients, Linda has observed what it takes to move from middle manager to magnetic executive.
Dr. Henman holds a Ph.D. in organizational systems, two Master of Arts degrees in both interpersonal communication and organization development, and a Bachelor of Science degree in communication. By combining her experience as an organizational consultant with her education in business, she offers her clients selection, coaching, and consulting solutions that are pragmatic in their approach and sound in their foundation.
Seth’s specialties are working with leaders, change management, communications, and marketing. After 13 years at the World Bank, he went independent in 2002. He has worked one-on-one with the president of the World Bank, director of the Peace Corps, director of the National Institute on Aging, senior managers at Royal Dutch Shell, Prudential, Project Management Institute, over 20 other CEOs, and several executive assemblies. He regularly puts on CEO-only education events in his home town of Washington, DC. He also presents keynotes at 15-30 conferences per year.
Seth is a member of Alan Weiss’ Million Dollar Consultant® Hall of Fame and has been named a Thought-leader and Exemplar in Change Leadership by the Society for Advancement of Consulting®.
Seth writes for Fast Company (SethFast.com) and the Washington Post (SethPost.com). He publishesFreelanceFortune.com to help independent consultants succeed in the marketplace. His most recent book is Getting Change Right: How Leaders Transform Organizations from the Inside Out. His website isVisionaryLeadership.com.
Kathy is the Thought Leader in fundraising and charity auctions. She has raised millions of dollars for non-profit organizations across the country for over 25 years.
A hallmark of Kathy’s work is her cutting-edge consulting, mentoring programs and innovative seminars, empowering her clients to catapult fundraising and to ignite generosity among supporters. As a professional auctioneer and consultant, she consistently empowers her clients to exceed their fundraising goals and offers a wealth of practical strategies for revenue enhancement.
She is a Master Mentor, chosen and trained by Dr. Alan Weiss, the global leading authority in consulting. There are less than three dozen Master Mentors globally. As a strategist and performance coach, she consults with nonprofit executives, boards of directors, entrepreneurs, and auctioneers and conducts innovative seminars, tele-seminars and custom workshops throughout the country.
Ms. Kingston is featured in a one-hour television documentary about Benefit Auctions on the Auction Network. Over more than three decades, Kathy has captivated audiences – whether raising money, delivering motivational presentations, creating marketing campaigns or performing as an emcee or professional benefit auctioneer. She is the author of “Record-Breaking Fundraising Auctions Tips” and writes and speaks extensively on how to achieve breakthrough success in any economy.
The following accolades highlighted how well regarded Kathy is in her field. She has won many awards including being named “Woman of the Year” at St. Louis University, where she earned her Masters Degree in Eduction. In 2006, Ms. Kingston won the prestigious Rose Award, given by the National Auctioneers Association. Kathy has served as member of the Public Relations Committee and President’s Advisory Council Think Tank of the National Auctioneers Association. Kathy chairs the National Auctioneers Association Benefit Auction Allied Partners Committee that focuses on building relationships between the NAA and related organizations who serve non profits. Ms. Kingston served on the National Board of Directors for the United States Association for Blind Athletes (USABA) from 1986-1988. She also was the Executive Director and host of the USABA National Games in 1986 at St. Louis University, where she was awarded the Helen Copeland Leadership Award.
By consulting on a wealth of practical strategies, Ms. Kingston not only maximizes your fundraising and business growth efforts, she helps build upon prior success for years to come. Her unique professional experience in business, entertainment, university volleyball coaching, public service administration, nonprofits and education has shaped the way she consults with clients, inspires audiences, and achieves breakthrough results time and time again.
Kathy loves sea kayaking, wilderness travel and is a watercolor artist.
Bill Lee helps clients reinvent customer relationships and achieve dramatic growth through the creation of engaged, passionate customer communities. He has pioneered the concept that customer relationships constitute the most important off balance sheet assets in companies large and small, public and private.
For the last six years, Bill has himself built vibrant communities of customer engagement professionals. His community efforts include industry leading conferences on customer engagement, such as the Summit on Customer Engagement, Customer Reference Forum, Summit on Customer Communities, and CAB Exchange Summit. These conferences attract many of the world’s leading global firms, such as Microsoft, Apple, Oracle, Dell, EMC, SAP, Red Hat, Wells Fargo, salesforce.com, SAS Institute, AmericourceBergen ($70b health services), AT&T, Alcatel-Lucent, IBM, and many others.
In addition to its widely respected conferences, Customer Strategy Group provides workshops, consulting, research and other educational and community building services to clients.
Bill is the author of the forthcoming book, The Hidden Wealth of Customers (Harvard Business School Press).He is also author of Mavericks in the Workplace: Harnessing the Genius of American Workers (Oxford University Press), of which Training Magazine said, “Just when you think that management books have grown hopelessly stale and repetitious, along comes a guy like Bill Lee to restore your faith.”
A former teaching fellow at Stanford University, Bill was a law clerk for a Federal judge in Washington, DC, worked with a team that formulated presidential campaign positions on sensitive legal and policy issues, and as an official in the Department of Defense, gained insight into what it takes to move the largest, most complex organization in the world. He has also served as a vice president of a prominent Dallas-based construction firm and controller at a major recreational boat manufacturer. Bill has written for a number of publications, including The Wall Street Journal, Management Review, Organizational Dynamics, Executive Excellence and others.
Dr. Pat Lynch helps clients optimize business results by aligning people, programs, and processes with organizational goals. She is President ofBusiness Alignment Strategies, Inc., a management consulting firm in Long Beach, California. Her specialties include productivity improvement, strategy, and employee relations. Pat has a special affinity for public sector organizations, though her clients include those in the private and non-profit sectors as well.
As the second of five kids and the one in charge of creating order from chaos, Pat got an early start in applying practical and effective management skills. Hours spent piecing together jigsaw puzzles taught her the key to success in any endeavor: knowing in advance what the final picture is supposed to look like. From her grandfather’s involvement in union organizing and her father’s negotiating experience on behalf of management, she learned there are at least two sides to every story – and that the story tellers really can get along personally even when they disagree professionally.
Pat’s persuasion, influencing, and negotiating skills were honed during the years she engaged in her avocation as a community organizer. She also learned how to hold people accountable, measure progress toward goals, and use confrontation as a way to effect positive change. Concurrently, her “paying job” in the Finance and Treasury divisions of FedEx enmeshed her in a culture where the slogan “People, Service, Profit” accurately described how the company did business, leading her to conclude that all companies focus on their employees. The fact that they do not is why her consulting business continues to flourish.
As a social worker in Memphis, Pat learned that although bureaucracy can crush dreams and lower expectations, the human spirit still can rise above assumptions that somehow people are damaged. A New Englander transplanted to the South, she grew to appreciate differences between cultures, realizing that we’re all human beings, whether it takes us one syllable or two to say “ma’am.”
Pat’s work as an arbitrator and a mediator highlight the need for fairness and sharpen her communication skills. Her experience in state and local politics taught her how to forge consensus when total agreement is not possible, to listen closely to people’s stories, and that one or a few people truly can make a difference.
As a university professor, Pat discovered that people of all ages fail to reach their potential because they don’t understand they are capable of enormous achievements. That realization has fueled her passion for helping people recognize and step into their greatness.
Pat earned a B.A. in Sociology, an MBA in Economics, and a Ph.D. in Personnel and Employment Relations (human resources, labor relations, organizational behavior). A graduate of Alan Weiss’s Million Dollar Consulting® College and the Million Dollar Consulting® Graduate School, Pat was inducted into the Million Dollar Consultant® Hall of Fame in 2009.
One little-known fact about Pat is that as of 2010 she has walked seven marathons to raise money for the Leukemia & Lymphoma Society. Click here to contact Pat.
John Martinka is known as The Escape Artist™ because of the work he does in three areas:
- Helping executives escape the corporate world by buying the right business the right way.
- Creating large exits for small businesses so the owner can exit their business with style, grace and more money.
- Accelerating businesses so they escape their plateau; dramatically increasing the value of companies
John has over 25 years of business experience supported by a Masters Degree in Finance and Economics from Marquette University. A recognized public speaker, John has developed a reputation for expertise in business acquisition and “problem solving”. He has the knowledge and real life experience which gains client confidence and delivers measurable results. John gets results for his clients whether it’s buying, selling or dramatically increasing the value of a business. His experience includes having analyzed hundreds of acquisition candidates for scores of clients and helped over 100 clients buy or sell a business. He has mentored, coached and training at least three-dozen consultants.
He was a co-founder of “Partner” On-Call Network, in charge of training and supporting new consultants. John works with numerous non-profits and twice was a Rotary Club President. In 2005 he started a Rotary project in conjunction with the Bellevue School district to install computer labs in schools. Over 2,000 computers have been donated and installed in Slovakia, Turkey and, since 2008, Antigua and Barbuda. In Antigua we have also distributed over 7,500 dictionaries to third grade students, put the Americas Foundation for Chess First Move program in the schools, taught computer maintenance classes and donated sewing machines and gave sewing lessons to teach ladies living in a high-poverty area the skill of sewing (they use these skills to make their family clothes, school uniforms and items they can sell).
In 1981, Wayne worked assembling particle detectors used in nuclear physics research to discover the first evidence of Quarks.
In 1985, Wayne had moved up the technology ladder to designing data acquisition systems for automotive alternate resource fuel studies, and then on to designing computer networks and rolling out infrastructure, and other IT services for organizations such as United Parcel Service, Pacific Bell, the National Institutes of Health, Transport Canada, the US Navy, Canadian Department of National Defense, RBC Dominion Securities, Fastlane Technologies, and Nortel Networks, as well as other organizations in Canada, the US, and Europe.
By 1994, he had managed the consulting branch of a system integration company, was one of the two founding members of a software startup company that developed the first database-driven web server services, coined the term, “ITcoach,” and had launched ITcoach.com, a firm specializing in providing a synthesis between technology and business outcomes. He has authored two books in three languages.
Wayne has trademarked the term, “You Can’t Think with Your Tool Belt On℠ ,” and publishes a fantastic newsletter of the same name. Over the last 15 years, Wayne has coached technologists and mentored technical teams to move to work of exceedingly higher value.
Drawing from his equal time in the technical trenches and around the board room table, Wayne consults with organizations whose people are too close to the technology, as well as with individuals who recognize that their close up view of their technical expertise is holding them back, and recognize that Wayne can help them move forward quickly.
It is one thing to have naturally-aspirated power driving your business, but who would not want the added turbo boost that a mentor can provide? In 2000, Wayne jumped on the opportunity to hire Alan Weiss as his own personal turbo charger to supplement his personal experience.
In 2010, Alan recognizes Wayne as one of the best mentors for boosting the business of other technical consultants.
Over the past few years, Andrew Miller has grown his consulting practice into new industries, new geographies, and new areas of expertise, while continuing to be a solo practitioner. He has gone from small projects with local clients, to six figure projects with global multi-nationals.
Andrew works with world-class organizations to accelerate growth and increase profitability through operational excellence. As a leading expert in operational excellence, he helps clients:
- accelerate top line growth
- increase customer acquisition and retention
- drive innovation and collaboration
- align strategy and execution
- attract and retain top people
- optimize speed.
His clients include 3M, Four Seasons Hotels and Resorts, the YMCA, Becton Dickinson, McKesson, and Scotiabank.
His book, Redefining Operational Excellence: New Strategies for Maximizing Performance and Profits Across the Organization, is available on Amazon. His new book, The Unified Theory of Profitability: 25 Ways to Accelerate Growth Through Operational Excellence, is due out in 2016.
He regularly speaks to corporate and industry audiences across North America on a variety of topics. He has been featured in the Globe and Mail multiple times and Management Consultant International magazine. His articles have been published in magazines such as Entrepreneur, IndustryWeek, Inc., PROFIT, Purchasing, Inside Supply Management, Associations Now, and Canadian Healthcare Manager.
He has been a visiting professor at various graduate business schools across Canada.
Andrew speaks French fluently, is an avid participant in a variety of sports, and is a voracious reader and traveler. He lives in Toronto with his wife and three children.
Andrew has been a member of Alan’s community since 2008 and has been working intimately with Alan since 2010.
“I had the good fortune to attend Million Dollar Consulting College with Andrew Miller, and although we decided to set up an accountability partnership afterward, I soon discovered that what I’d really gained was a seasoned consultant as my mentor. Whether we were discussing an impending meeting that I was having with a buyer, or how I could generate more referrals and grow my business, Andrew gave me straightforward, spot-on direction. Truth be told, I thought he was so helpful that I nagged him about becoming a mentor so that he could do for others what he’d done for me.”
Lorraine is passionate about leadership and innovation and thrives when contributing to transformation of organizations and individuals. As an executive coach and management consultant, she works with CEOs and leadership teams across North America. She speaks and writes on a variety of business and life issues. Formerly an executive in financial services and the energy, oil and gas sector, she founded her coaching and consulting practice in response to a growing demand from colleagues, customers and suppliers. Drawing on her wide expertise she helps others achieve success with complex business challenges including organizational change and revitalization, leadership, governance, asset management, operations, succession planning and more.
Lorraine is an inductee of the global Million Dollar Consultant® Hall of Fame for her contribution to her clients and the profession. her work with small businesses and consultants she helps them achieve unprecedented business results while recapturing discretionary time. She speaks to audiences across North America. Author of the forthcoming books, Feet to the Fire, and 360 Degree CEO she is recognized as a thought leader and expert.
Balancing the demands of her professional life, Lorraine, her husband and children enjoy spending time outdoors, world travel, adventure and immersing themselves in new cultures and diversity.
In 1987 Rob Nixon subscribed to his first ‘Business Development’ program and read his first ‘Personal Development’ book “Think & Grow Rich”. Since then, he has read over 300 business and personal development books. He has also absorbed countless articles, tapes, CDs, DVDs, manuals and seminars. And his journey is far from over.
As his current coachingclub™ clients, 10X entrepreneurs and accountants will tell you, Nixon is very action-oriented and fiercely committed to anything he does including ensuring that all his clients produce outstanding business results.
In 1993 (after a number of sales and marketing roles) Nixon started presenting seminars where he discovered accountants and his passion for the ‘Products of the Mind’ industry (aka Intellectual Property). Since then he has immersed himself in assisting the Accounting profession.
He has extensively researched how accountants run their businesses in five countries. He has developed and co-developed software and training products and programs for the profession. He has been heavily involved in three businesses, most notably ‘Results Accountants Systems’, that provided business development products and training to accounting firms on three continents, and ‘Business Fitness’ a software provider for the industry co-founded by Nixon in 2001, now serving some 400 accounting firms across Australia and New Zealand. He even spent nine months in an accounting firm to see how it worked – or did not!
As a General Manager, he personally turned around a service-based business from a $340,000 loss to a $2.5 million profit in 15 months (doubling revenues at the same time).
Nixon is also the original creator of ‘The Good, the Bad, and the Ugly of the Accounting Profession Report’, a report outlining the state of play and benchmarking of firms within the Australian and New Zealand accounting profession. This body of work which, is now owned by Business Fitness, gave Nixon first-hand knowledge of the opportunities and challenges faced by accounting firms.
Since selling his interest in Business Fitness in 2005, Nixon has developed the robnixon™ coachingclub™ model and now, with a team of Coaches on-board, is making a significant impact on the profitability and growth of over 140 accounting firms (and growing), their business clients and entire communities.
Nixon sees the accounting profession as the primary ‘trusted adviser’ to the business community and has a personal mission to help accountants be more proactive with their clients.
It has been Nixon’s own success in offering the coachingclub™ program in his business that has been the inspiration for 10X Limited and the leverage Nixon’s model offers accounting firms.
Nixon sees 10X as the fulfilment of a vision: to provide a vehicle for accountants to better leverage their time, increase profitability and make a difference in their local business community so they once again are returned to the status of ‘trusted adviser’. He is also the creator of the 10XCoaching Club™ – the core business offering of 10X Limited.
David Nour – CEO, The Nour Group, Inc.
Senior Management Advisor | International Speaker | Best Selling Author
David Nour is the thought leader on Relationship Economics® – the quantifiable value of business relationships. In a global economy that is becoming increasingly disconnected, The Nour Group, Inc. has attracted consulting clients such as KPMG, Siemens, Disney, Alvarez & Marsal, Assurant, HP, and over 100 marquee organizations in driving unprecedented growth through unique return on their strategic relationships. David has pioneered the phenomenon that relationships are the greatest off balance sheet asset any organizations possesses, large and small, public and private.
He annually delivers 50 keynotes at leading industry association conferences, corporate, and academic forums. He is often a guest lecturer at the Goizueta Business School at Emory University and Georgia Tech’s College of Management. He is an active member of several professional organizations, including the Association for Corporate Growth (ACG), American Management Association (AMA), Institute of Management Consultants (IMC) and the Society of International Business Fellows (SIBF).
David’s unique perspective and independent insights on Relationship Economics® have been featured in a variety of prominent blogs and publications including The Wall Street Journal, The New York Times, The Atlanta Journal and Constitution, Association Now, Entrepreneur and Success magazine. He is the author of several books including the best selling Relationship Economics (Wiley), ConnectAbility (McGraw-Hill), The Entrepreneur’s Guide to Raising Capital (Praeger) and the Social Networking Technology Best Practices Series. He is a contributor to The Social Media Bible (Wiley) and is currently writing his forthcoming book Listen Louder – the power & promise of a socially enabled enterprise.
An Eagle Scout himself, David is passionate about youth with his foundation’s support of the Centennial Scouting movement, Junior Achievement, One Voice – aiming to create peace in the Middle East, and the High Tech Ministries.
A native of Iran, David came to the U.S. with a suitcase, $100, limited family ties and no fluency in English! He earned an Executive MBA from the Goizueta Business School at Emory University and a BA degree in Management from Georgia State University.
Rick Pay has been dubbed by his clients as the “Sherlock Holmes of Operations and Supply Chain Management.” He appears regularly as a speaker and his articles have achieved national recognition in Industry Week and CEO Refresher. A frequent contributor to regional newsletters and magazines, Rick also publishes his insights on his blog, Operations Payoff:https://operationspayoff.com
Rick has been Alan’s mentee for the past four years and found so much value in the program and the other members of Alan’s community that, with encouragement from his clients, he became a mentor himself. Rick has a singular way of providing guidance and creating accountability.
Here’s what people are saying about Rick:
“Rick Pay’s mentorship, powered by guidance from Alan Weiss, has enabled me to serve my clients better, be more efficient, and make more money. The combination of crisp, timely advice that works and pacing that I can digest has been a remarkable help in building my practice. It’s amazing what I didn’t know I didn’t know.”
“I recommend working with Rick Pay as your mentor due to his exceptionally supportive nature which includes an attentive ear for every inquiry coupled with an immediate and helpful response.”
As principal of The R. PAY COMPANY, LLC, Rick draws on over 25 years of experience to produce breakthrough results in operations, supply chain strategy, materials and inventory management and business improvement. He holds a BS in business administration from Colorado State University and a MBA from the University of Montana. He enjoys fly-fishing during the summer months and taking family trips to Central Oregon year-round.
Edward Poll, J.D., M.B.A., CMC, has dedicated his career to helping others win. With over four decades of professional experience, Ed’s extensive background in business and law have made him one of the nation’s most sought-after experts in law practice management. Ed regularly shares his insights with attorneys across the United States by coaching, consulting, presenting popular workshops, creating practical DVDs and CDs and by contributing to several legal publications throughout the country.
A native of Chicago, IL, Ed attended UCLA School of Law, graduating in 1965. Upon graduation, he served as V.P. and General Counsel for the family business, Fairfax Food Corporation, where he was responsible for a growth rate in excess of 10% per year and rearranging its bank credit line that enabled the company to double its farm produce intake. He went to USC in 1971 for his M.B.A. Ed practiced law for 25 years as in-house counsel, government prosecutor, sole practitioner, and partner in a small law firm. He was also the chief operating office for a mid-size law firm in the greater Los Angeles region.
Since 1990, Ed has owned and operated LawBiz® Management, a Venice, CA-based firm that collaborates with lawyers to increase their revenue and net profits, and reduce their stress. He coaches and consults attorneys throughout the country in the areas of starting and operating a law practice, strategic planning, profitability analysis, and practice development.
He has been called as an expert witness in law firm management in the Trial Court of the State Bar of California, and appointed as a Trustee of law firms convicted of disciplinary violations. He currently facilitates Managing Partners Roundtables consisting of some of the largest law firms in the country.
Apart from maintaining his popular blog, www.LawBizBlog.com and creating www.lawbizforum.com, Ed is a syndicated columnist and regular contributor for Lawyers Weekly, Law Practice Today (ABA), Canadian Bar Association, California Lawyer, The Bottom Line (State Bar of California), and other renowned publications.
Ed has authored and produced an entire catalogue of books and practical guides concerning The Business of Law®. His most recent book, Growing Your Practice in Tough Times (West Pub. Co. 2010), responds to the concerns lawyers face following the financial crisis of 2008-2010. His other books include The Profitable Law Office Handbook (1996), Attorney & Law Firm Guide to The Business of Law, 2nd ed. (ABA 2002), Collecting Your Fee: Getting Paid from Intake to Invoice (ABA 2003), and Business Competency for Lawyers (2006).
Ed is a Fellow, College of Law Practice Management®, Board Certified Coach to the Legal Profession, SAC®, and a charter member of the Million Dollar Consulting® Hall of Fame. He and his wife Paula reside in Venice, CA. In their spare time, they like to travel in their restored Airstream trailer. Ed is also an avid cyclist and enjoys riding alongside Bandit, his rescued Boxer.
Linda Popky is passionate about working with individuals and organizations to produce powerful marketing results that transform their businesses.
As the president of SiliconValley-based Leverage2Market Associates, Linda has used her ability to deliver outstanding performance from marketing investments to guide a wide variety of clients—from consultants, small businesses and non-profit associations, to mid-sized companies and large Fortune 500 enterprises.
Throughout her career as a corporate executive and a consultant, Linda has been called on to coach and mentor others.
During her tenure as president of Women in Consulting (WIC), a collaborative community of nearly 500 consultants, the organization launched a mentoring program that paired consultants looking for direction with more senior consultants in a safe but dynamic environment. Linda has also advised numerous small business owners and entrepreneurs, and has worked with both the Astia business incubator and Clean Tech Open.
Linda coaches and mentors clients on general issues relating to starting, growing, or re-launching a consulting business, She’s also worked with mentorees on specific marketing-related issues and opportunities, role-played client situations with consultants, and helped consultants determine which new markets to go after and how to address them.
In recognition of her leadership in the consulting profession, in 2009 Linda was named one of the top women of influence in Silicon Valley and inducted into the Million Dollar Consultant© Hall of Fame. She was the first marketing expert to be certified in the Private Roster™ Mentor program.
Linda interest in performance is not limited to marketing: She has a long standing passion for playing piano, particularly classical music. For the last 20 years, she and her family have shared their San Francisco Bay Area home with a small pack of Siberian Huskies.
Kris Putnam-Walkerly is a global philanthropy advisor, Forbes.com contributor, one of America’s Top 25 Philanthropy Speakers, and was inducted into Alan Weiss’s Million Dollar Consulting Hall of Fame in 2017.
For nearly 20 years, top global philanthropies have requested Kris’s help to transform their giving and catapult their impact. Her clients include the Charles and Helen Schwab Foundation, Robert Wood Johnson Foundation, David and Lucile Packard Foundation, Annie E. Casey Foundation, Walton Family Foundation, California HealthCare Foundation, Avery Dennison Foundation, and the Commonwealth Fund, among dozens of others.
A thought leader in transformational giving, Kris is the author of the book Confident Giving: Sage Advice for Funders (which won a 2017 Bookvana award and was a finalist in the 2017 International Book Awards), her forthcoming book, Delusional Altruism. She is a frequent contributor in the publications of leading nonprofit associations and has been quoted in the Wall Street Journal, Washington Post, Seattle Times, Washington Examiner, Entepreneur.com, BusinessWeek.com, and others.
Kris has advised new and seasoned consultants for over 10 years. Her contributions to the consulting profession garnered international acclaim in her 2017 induction into the Million Dollar Consulting® Hall of Fame. Kris co-founded the Philanthropy Consultants Network, was a charter member and Chair of the National Network of Consultants to Grantmakers, and co-edited The Foundation Review’s first themed journal on philanthropy consulting.
Kris is frequently asked to give provocative keynotes and workshops to national and regional audiences. She was named one of “America’s Top 25 Philanthropy Speakers” in 2016 and 2017, along with U2 front man Bono and Good to Great author Jim Collins.
Kris is mentored personally by Alan Weiss, is a graduate of the Million Dollar Consulting College, and has attended many of Alan’s workshops, including Speaking with Alan, Thought Leadership, Shameless Promotion, The Transatlantic Workshops, Mentor Summit, and Super Esteem.
Prior to forming Putnam Consulting Group, she was a grantmaker at the David and Lucile Packard Foundation and an evaluator at the highly-esteemed Stanford University School of Medicine. She and her husband have five children, and reside near Cleveland, Ohio.
Professor Dr. Guido Quelle, “The Growth Driver,” is one of the rare people worldwide who focuses on creating profitable and sustainable growth as an entrepreneur, consultant, author and speaker for more than 20 years. His clients are active CEOs, general managers, senior executives, and entrepreneurs who are committed to consistent growth.
With his consulting firm, Mandat Consulting Group of Dortmund, Germany, with offices in London and New York, he successfully conducted more than 350 projects with 120+ renowned private and listed companies. His client list includes multinationals such as British-American Tobacco, Deutsche Post World Net, European Dental Partners, Mercedes-Benz, Volkswagen, and Erasmus University at Rotterdam as well as medium-sized companies. More than 5,000 people were involved just in those projects that he himself managed. Prof. Quelle is always in demand when companies are seeking the support that will enable them to continue on a course of sustained profitable growth.
Prof. Quelle is the author, co-author and editor of more than 300 professional articles, six partly European studies, two university course texts and fourteen books. His recent English book is “Profitable Growth – Release Internal Growth Brakes and Bring Your Company to the Next Level.” Numerous interviews with Prof. Quelle and reports on Mandat projects and studies provide information about the results of the work performed by Mandat.
Prof. Quelle serves as a member and member of the Board in several associations. He was awarded the internationally acclaimed title of “Certified Management Consultant,” which is associated with high standards and which is granted to just a very small percentage of all international management consultants in the name of the International Council of Management Consultants Institute (ICMCI). As the first European member, Prof. Quelle was appointed to the “Million Dollar Consultant® Hall of Fame” by internationally renowned consultant Dr. Alan Weiss in 2008. Prof. Quelle is also the first European member of the Million Dollar Club, a network of some of the most successful consultants worldwide.
His travels, consulting work, studies, speeches and lectures have so far taken Prof. Quelle to 23 countries. He lives in Dortmund together with his wife and their two Leonberger dogs.
A management consultant, speaker, and author, Michelle Randall is a leading expert on culturally agile leadership. Michelle’s clients include executives and their teams at Global Fortune 500, high-potential companies, and non-profits, as well as members of the U.S. House of Representatives and other legislative leaders throughout the United States.
Michelle is the author of the upcoming book, Culturally Agile Leadership: Cultural Agility as the Key Leadership Dimension. She is regularly quoted in major business publications, including the Chicago Tribune, Forbes, and U.S. News & World Report and is one of the most-read expert bloggers for Fast Company Magazine. She is the co-author of two books, Visionary Women Inspiring the World: 12 Paths to Personal Power and Leading Without Compromising Yourself: Unleashing Personal and Professional Mastery in the Political Arena. She has contributed a chapter to the book, One Minute Teams which is being released in Late Spring 2011.
Her next book is Cultural Profit: Leveraging cultural agility for profitable growth.
Michelle’s global approach comes from a lifetime of international experience. In her early twenties she drank black market vodka with young leaders of change in the Soviet Union and backpacked through Southeast Asia. In her professional career she has led global teams spanning Europe, Asia, the Middle East, and North America. She has also hosted C-level delegations from around the world while working at the Bonn headquarters of Deutsche Telekom, the third largest telecommunications company in the world.
Currently based in Silicon Valley, California, Michelle spends several months each year speaking, training, and consulting in Germany and China.
Organizational leaders rely on Michelle as an ally because she understands their world. She has worked at a senior level in the high-tech, telecommunications, and construction industries. In these roles, she was personally responsible for multimillion-dollar revenues, pioneered green business practices, and launched a tablet device ten years before Apple introduced the iPad.
Michelle graduated with academic and leadership honors from the University of California at San Diego. She received her Master of Business Administration, with honors, from the Monterey Institute of International Studies, a graduate school of Middlebury College. Michelle also pursued business classes at Georg August Universität in Germany and has the highest possible business German-language certification from the Goethe Institute.
Michelle serves on the board of the Community Health Education Training Center. Since 2007 she has been an adviser to the Global Social Venture Competition at the Haas School of Business. The team she mentored in 2010 won first place out of over 100 competitors from around the world.
Kelli Richards is a high level business consultant, coach, mentor and thought leader as an executive in digital music and entertainment for over two decades.
For the past 12 years, she’s led The All Access Group as President & CEO, advising and coaching dynamic, innovative companies involved with the digital distribution of music and entertainment content. A connector, bridge-builder, and trusted navigator in digital media, Kelli devises creative out-of-the-box strategies — and then facilitates opportunities for her clients when they may not otherwise have access to the most sought-after influencers, decisionmakers, & celebrities in entertainment and technology. The alliances she forges for and with her clients enable them to accelerate their traction in the marketplace harnessing the magic of Hollywood content for greater exposure with consumers.
Prior to launching her company, The All Access Group, Kelli launched and ran music and entertainment initiatives at Apple during her 10-year tenure there. Before that she was an Artist Relations exec at EMI Music, one of the big four record labels.
Kelli has also been a talent producer on a range of award shows, concerts, and celebrity fundraiser events over the past 25 years. Kelli is a published author and holds an MBA, as well as a Certification in Coaching through Debbie Ford’s Institute for Integrative Coaching. She’s a regular speaker at leading industry conferences focused on the digital distribution of content. She is actively mentored both by best-selling author & coach Alan Cohen, and by Alan Weiss (“The Million Dollar Consultant”).
Watch what Alan says about Kelli
There are three primary reasons why you’d choose to work with me as your mentor:
- You want to establish a new practice or significantly grow an existing practice built around delivering training, facilitation, coaching and/or mentoring
- You want to develop a significant passive income stream beyond the live delivery of services, possibly including certification/licensing of your intellectual property
- You need to develop your skills as a speaker, trainer, coach and/or mentor, including your ability to translate these skills into the development of products for sale
As simply put as I can I want to work with you so that you become a recognized thought leader and the outstanding expert for your chosen client constituency, while building the most profitable and sustainable practice model possible.
I take on a limited number of private mentoring clients each year and while my professional experience and practice is wide ranging, I limit my work as a Master Mentor to working very closely with clients who are focused on growing their practice in one or more of these three primary reasons. My focus as your mentor will be on helping you develop the knowledge, skills and experience you need to significantly grow and expand your own practice in the shortest possible time.
I’ve worked with many international Fortune 500 companies, major private and family-held international corporate clients, and many smaller local clients globally. My particular focus with these clients has been on developing and implementing their sales and marketing strategies, including the development and delivery of proprietary training programs, often for several hundred to several thousand employees worldwide.
My primary client is typically the senior most executive in the organization, e.g.: Chairman, CEO, President, Owner …, for whom I typically also provide one-to-one, or senior team based mentoring. Given this professional background I am thoroughly familiar and comfortable with the strategy for accessing and working with these types of clients – and very often this becomes a major topic of the work I do with my mentoring clients.
Here’s short list of the six practice areas we’re most likely to work on together at some point during your mentoring experience with me: 1) Developing a clear focus and vision for your practice, 2) Developing the primary positioning you’ll use to promote your practice, 3 Designing your marketing and promotional strategy and materials, 4) Designing your on-line and off-line lead generation and conversion strategy, 5) Refining your sales presentation, especially in regard to developing key accounts, and 6) Refining your skills as an expert advisor with a focus on working with senior execs.
Additional topics or areas that I often assist my professional mentoring clients with as well include: a) Developing your intellectual property, b) Designing and delivering proprietary training, c) Creating and implementing a passive income strategy, and d) Developing a certification and licensing strategy for you I.P.
My primary business is Applied Behavioral Technology, Inc. established in 1990 now operates under the trade name Joseph Riggio International (http://www.josephriggio.com). Joseph Riggio International focuses on the delivery of public training, working with individual private clients and developing audio, video, written and on-line products.
In 1995 co-founded, JS Riggio International, Inc., which dissolved and became the JS Riggio Institute (www.jsri.com) in 2007. The JS Riggio Institute delivers training internationally for major corporate clients under the primary brands Satisfaction Cycle®, Persuasion Technology® and Negotiation Technology®. The JS Riggio Institue also houses our R&D activities developing new I.P, which we release in white papers, articles and speaking engagements as well as turning into additional products and services we offer to our clients.
I also developed the “MythoSelf®” brand that we use for the the delivery of proprietary training leading to certification and licensing to a cadre of worldwide professionals (www.mythoself.com). Our licensees are represented in over a dozen countries and have generated millions of dollars in revenues using materials based on our licensed I.P.
Amanda Setili has been described as having “the perfect combination of experience, industry knowledge, best practice theory and practical implementation” (Mike Keough, CEO, Caraustar Industries).
Since founding Setili & Associates in 1998, her approach to improving client performance has been proven with large global clients like The Home Depot, Delta Air Lines, The Coca-Cola Company, LG (Lucky Goldstar), Wal-Mart, Cox Communications, Fiserv and Wachovia, as well as smaller, high-growth companies.
Using an efficient and fact-based approach, Amanda creates lasting results by building commitment, skills and alignment, from top executives to the frontline.
With 20-plus years of experience in strategy, operations, engineering, and marketing, Amanda gives clients powerful new perspectives for profitable growth. Her work has taken her throughout North America and Asia, including four years Malaysia, where she helped plant the seeds that grew into McKinsey’s Kuala Lumpur office.
Prior to founding Setili & Associates, Amanda was a senior executive in two successful high-tech start ups and served as a manager with McKinsey & Company. As an engineer with Kimberly-Clark Corporation, she led the start up of a new production process and commercialized new components in 20 consumer and industrial products.
Amanda earned her MBA with distinction from the Harvard Business School, and her Bachelor of Science degree in Chemical Engineering from Vanderbilt University, cum laude. She is past President and current Board Chair of the Harvard Business School Club of Atlanta.
Joellyn ‘Joey’ Sargent*
Joellyn ‘Joey’ Sargent, CEO and founder of the Claravon Group, is a consultant, coach and speaker for leaders of closely-held companies seeking to accelerate growth, improve profitability, and create a personal legacy.
As a mentor, Joey helps new and experienced consultants, professional service providers and entrepreneurs develop the clarity and vision required to spark powerful momentum for growth.
She has been mentored personally by Alan Weiss as part of the KAATN program, is a 2012 graduate of the Million Dollar Consulting College, and has attended several of Alan’s workshops, including Turbocharge, The Strategist, and the Implementation Workshop.
Before she began consulting in 2010, Joey spent more than 20 years launching companies, navigating turn-arounds, running her own businesses, leading market and product strategy for mid-market technology firms, and working in Fortune 100 organizations like United Parcel Service (UPS).
Today she works with passionate leaders to develop transformative strategies and create a mindset for growth as well as the discipline to achieve it. She enables clients to consistently deliver breakthrough results in performance and profitability, and her clients have secured millions in venture capital, earned a spot on the Inc. 500 list, and doubled their revenue in just 3 years.
Joey holds an MBA from Embry-Riddle Aeronautical University; she attended Duke University and received a BA with Honors from Eckerd College. She is an active writer and speaker who’s work has been quoted in college-level textbooks. Her views are regularly cited my media like CMO.com, Inc.com, Fox Business, Huffington Post and Investors.com. Joey is the author of Beyond the Launch: the practical guide for building a business that thrives and she blogs about business growth at JoeySargent.com.
Scott Simmonds has worked with thousands of business owners and leaders in his 30 year business career.
His writing and comments have appeared in the Wall Street Journal, Forbes, Fortune, Money, Inc. Magazine, the New York Times, Boston Globe, Investors Business Daily, Kiplinger’s, the Los Angeles Times, and countless local and trade publications.
Simmonds’ knowledge, efforts, and ideas makes him a thought-leader in personal productivity, risk mitigation, and problem solving.
Scott’s work has involved companies in a wide range of industries; public and private, profit and nonprofit. He is a graduate of Babson College in Wellesley, Massachusetts.
Scott is a member of the Society for Advancement of Consulting, an organization accepting only the top 1% of consultants nationwide. In 2009, Dr. Alan Weiss inducted Scott into the Million Dollar Consultant Hall of Fame to recognize his world-class consulting achievements.
Simmonds lives in Saco, Maine, with his family. He enjoys reading, hiking, snowshoeing, and bird watching. He is a past president of the trade association the Maine Association Of Professional Consultants, and of the Biddeford-Saco Rotary Club. He is also active in many trade associations,and serves on the adjunct faculty at the York County Community College in Wells, Maine. He also serves on the faculty of the Academy of Insurance, and is the author of the monthly column, “TimeWise,” in the Insurance Journal.
Andrew Sobel is a leading authority on client relationships and the skills and strategies required to earn lifelong client loyalty. He has written three acclaimed books on business relationships: All for One: 10 Strategies for Building Trusted Client Partnerships (Wiley), Clients for Life: Evolving from an Expert for Hire to an Extraordinary Advisor (Simon & Schuster) and Making Rain: The Secrets of Building Lifelong Client Loyalty (Wiley). He has also published over 100 articles and contributed chapters to four books on leadership, strategy, and marketing. All for One was recently voted one of the top 10 sales and marketing books of the decade by a major marketing publication.
For the first 15 years of his career, Andrew worked at Gemini Consulting, a $1 billion general management consulting firm (now Cap Gemini Ernst & Young). He was a Senior Vice President, Country Managing Director, and member of the European Executive Committee. Since 1996 he has led his own consulting practice, Andrew Sobel Advisors, which has grown steadily in revenue since its inception. Andrew first worked with Alan Weiss as a mentee in 2001, and he is a member of Alan’s Million Dollar Club and the Million Dollar Consultant Hall of Fame.
Andrew’s corporate clients consist of many of the world’s leading services firms. These include established public companies such as Citigroup, WPP, Xerox, Cognizant, and Lloyds Banking Group; and also many privately held professional service firms, including Booz Allen Hamilton, Towers Watson, Bain & Company, Ernst & Young, Fulbright & Jaworski, Deloitte, and many others.
His articles and work have been featured in a variety of national magazines and media, including USA Today, The New York Times, Business Week, Strategy+Business, Advertising Age, Business Law Today, and the Harvard Business Review, and he has appeared on numerous national television programs such as ABC’s World News This Morning and the Fox Strategy Room.
Andrew mentors a wide variety of professionals and entrepreneurs in consulting, accounting, law, financial services, and many other professional services markets. He works with individuals on virtually all aspects of developing and growing a professional practice, including expanding existing clients and winning new ones, establishing a vibrant professional network, creating a personal brand, developing proprietary intellectual capital, and managing a practice.
Andrew graduated from Middlebury College with honors and earned his MBA from Dartmouth’s Tuck School. He is President of Andrew Sobel Advisors and Executive Director of the Client Leadership Forum, a best practices consortium of major services firms. Andrew has been married for 28 years and has three children. He speaks fluent Italian and conversational Spanish and French.
Shlomo Swidler accelerates innovation and drives business growth. When Ticketmaster thinks about boosting efficiency and slashing time to market, they call Shlomo. When Amazon wants to propel their services into the forefront of the industry, they call Shlomo. And when Fortune-1000 firms all over the world think of improving IT, software, and the value delivered through technology, they call Shlomo.
Shlomo’s practice spans the globe. He has lectured, coached, advised, and done business in more than ten states and ten countries. He lived in Korea for the better part of a year while helping Samsung, KT (Korea Telecom), and other powerhouses of the country’s economy create and implement innovative new product and service offerings. He taught himself to read and write the Korean language while on a flight from Seoul.
Shlomo trained as a classical pianist in his youth and his childhood was filled with the cultural richness that New York City has to offer. He has held leadership positions at rapid-growth startups and large global firms, is an avid exerciser, and has experienced more airplane takeoffs than landings because of his love of skydiving.
Living in Israel since the late 90s, Shlomo and his wife have four wonderful children who light up their lives every day.
Phil Symchych is known as “The Business Wealth Builder®” and is an expert in accelerating business profits and growth. He is the founder and president Symco & Co. and has over 20 years experience helping elite business owners and professionals to:
- Dramatically grow their businesses
- Enhance their leadership
- Maximize financing
- Increase top line and bottom line growth
- Strengthen management
- Create and protect business wealth
- Implement succession and transition plans
- Achieve freedom and life balance
Phil helps both successful entrepreneurs and business advisors who serve the small/medium enterprise SME market to transition themselves and their businesses to the next level.
“I’m very pleased to offer Alan Weiss’s Mentor Mastery program to business owners, entrepreneurs and advisors serving the SME market. You will benefit greatly from working with a mentor if you like to learn, are willing to try new things or old things differently, and have had some success and momentum in the past. Leveraging your momentum is critical” says Symchych.
“My clients are enjoying their leadership roles, growing their businesses, taking more vacations, creating wealth and positioning their businesses for growth and sale because of the mentoring and consulting work I’ve done with them,” he says. Phil consults, coaches, and speaks on business growth and is the author of an upcoming book along with Alan Weiss called “The Business Wealth Builders: How to maximize the profitability and valuation of your mid-market company.”
Phil holds the Bachelor of Commerce and M.B.A. degrees and the Chartered Professional Accountant and Certified Management Consultant designations. Phil was inducted into the Million Dollar Consultant® Hall of Fame. He is the only consultant in the world to hold the Society for Advancement in Consulting board approval in the three areas of: strategy; profitable growth; and succession planning (link). Phil is a contributing author to Business & Industry magazine, has been published in the Financial Post and Western Producer and been quoted in other trade publications.
Phil won the timed slalom at BMW Driving School. He lives in Regina, Canada with his wife, two teenaged daughters, and Lola, their chief morale officer. His hobbies include sports, photography, traveling and taking cars for test drives.
“Working with a mentor is a fantastic process to help you achieve your personal and professional goals. Thank you for being an entrepreneur and driving the economy. I look forward to your future success!”
Libby Wagner, poet, author and speaker, is one of the only former poetry professors warmly invited into the boardroom. Libby is a trusted advisor for presidents, CEOs and executive directors, and her work has shaped the cultures of numerous Fortune 500 clients, including The Boeing Company, Nike, Philips, ST Microelectronics, Diageo and Costco. Using her unique approach, programs and seminars, Libby empowers those with whom she works to clearly articulate what they want, why they want it, and how to ask for it, creating thepoetic difference. Driven to help individuals and organizations move to their creative edge, Libby helps others not only to find their voices, but also to stand solidly and confidently in them to create the work and lives they love. Working with Libby includes diving into the extraordinary: she has the uncanny ability to help you select exactly the language you need to communicate in ways you’ve never done before.
An inspiring speaker and performer, Libby is sought after by organizations and associations for events, keynotes and creative leadership seminars, and has been featured along-side speakers such as Suze Orman, John Foppe, and Meghan McCain. Libby’s work attracts an international audience of participants, and her commitment to ethics, coupled with her pragmatic engaging style, leads to sold-out audiences and standing-room-only events. Her transformational retreats offer business leaders the opportunity to gain clarity, articulate their visions, and influence the success of their teams and organizations in a way that is wholehearted and satisfying at the same time. David Whyte, internationally known philosopher and poet says that “Libby brings together insightful perspective, robust inquiry and a passion for words in ways that are certain to redefine the world of anyone who has the privilege to work with her. She has the rare ability to combine the power of the artist with the sheer practicality of a sound business mind.”
An award-winning faculty member, Libby holds a Masters of Fine Arts in Poetry and is a graduate of the prestigious Million Dollar Consulting® College—a perfect symbiosis for the poet pragmatist. Her contributions to the consulting profession garnered international acclaim in her 2008 induction into the Million Dollar Consulting® Hall of Fame, and her trusted advisor status expanded with her selection in 2010 as one of only two dozen people in the world certified through Alan Weiss’s Mentor Mastery™ Program, where she mentors entrepreneurs, consulting service providers, professional speakers, and small business owners.
She has been quoted in the New York Times and The Harvard Business Review and authored several hundred nationally run professional articles. Her monthly featured column, “The Culture Coach“ is a fantastic resource for thousands of business owners in the retail industry. She has also served as a featured guest blogger for numerous online publications, including Business2Community.com, HerCircleEzine.com , WomenGrowBusiness.com. She is the author of the Amazon best seller, The Influencing Option: The Art of Building a Profit Culture in Business, poetry collections Like This, Like That, and Somehow, and forthcoming new non-fiction, The Poetry of Persuasion.
David Waits is known globally as a thought leader in leadership development and strategy implementation. David helps his clients create a thriving organizational environment that facilitates rapid growth, innovative development and on-going profitability. As a highly sought after consultant, speaker and author, he has worked with tens of thousands of people in all 50 states, and internationally in Canada, the United Kingdom, and South Africa. His clients are active CEOs, general managers, senior executives, and entrepreneurs who are committed to consistent growth. His diverse client list includes Quest Diagnostics, General Dynamics, United States Department of the Interior, WalMart, Lexus, University of Notre Dame, Major League Baseball, Walt Disney World and numerous other world-class organizations.
David has the rare ability to make the complex simple, the routine exciting and to skillfully turn success principles and practices into bottom-line reality. He is a proven expert in developing powerful initiatives that revolutionize culture, directing energy and resources to achieve dynamic results in record time. His style is fresh, clear, engaging, challenging and direct.
Prior to starting Waits Consulting Group, Inc. in 1990, David founded a very successful sales and marketing firm that focused on fund raising for non-profit organizations. His company provided over 1.8 million dollars in revenue for more than 150 non-profit organizations, enabling them to successfully fulfill their organizational mission.
David is a lifetime resident of Central Florida where he enjoys sports, year-round golf, and opportunities to express his musical skills honed by formal training as a professional musician.
Dan Weedin, an experienced entrepreneur, leader and speaker, has a passion for coaching and mentoring other entrepreneurs and business professionals.
He has the unique ability to translate his success in the insurance industry, public speaking, non-profit world, and athletic coaching into applicable and transferable principles that dramatically improve the effectiveness of those he mentors.
Dan started his consulting firm, Toro Consulting, in 2005 after eighteen years in the insurance industry as an underwriter and commercial lines producer. Dan has consulted to countless leaders in quality companies such as: State Farm Insurance, the Seattle Sonics, the Seattle Storm, KPS Health Plans, the Washington State Coaches Association, and the Greater Seattle Chamber of Commerce. He also has helped drive performance improvements in numerous small to medium sized businesses and professional service specialists around the country. Dan now mentors and consults business leaders to help them improve presentation and communication skills, marketing and branding strategies, sales excellence, team building skills, entrepreneurship, and leadership skills.
Dan has been recognized for his expertise through the achievement of various awards. He has published numerous articles and executive briefs and has been quoted in publications such as Best Review, the Insurance Journal, Independent Agent Magazine, American Express OPEN Forum, Toastmasters Magazine, and the Society of Human Resource Management (SHRM). He was named Bell-Anderson Insurance Commercial Agent of the Year in 1992. In addition, he earned the Federated Mutual Insurance Company Big Hitter Award four times and was named to their Leadership Council for independent agents an unprecedented four years running for excellence in sales and client retention. In 2007, Dan reached the semi-finals of the Toastmasters International Speech competition, which ranked him in the top 100 Toastmasters in the world.
Dan’s educational background includes formal education, certifications and ongoing professional development. He is a 1987 graduate of the University of Washington where he received his Bachelor of Arts degree in History. Dan earned his Certified Insurance Counselor (CIC) designation in 1996 and is currently in the Certified Risk Manager (CRM) program. Dan has been a member of the Alan Weiss mentor community since 2008. He is a graduate of the Million Dollar Consulting® College.
In Dan, you have a coach and mentor who truly walks the talk. He doesn’t challenge others to where he isn’t willing to go himself.
Dan resides in Poulsbo, WA with his wife of 24 years, and two daughters. He is an active member of his community where he is a past president of the Poulsbo-North Kitsap Rotary Club and is currently serving on the school board of directors for the North Kitsap School District. He is also active in Toastmasters International, the Miss America Organization (where he serves as a judge), and his church. He enjoys playing golf, reading, and being walked by his two faithful canine companions Captain Jack and Bella.
Kimberlee J. Wilkerson is founder and owner of Wilkerson Consulting Group, a nationwide consulting business based in Cedar Rapids, Iowa. Kim is an accomplished consultant, coach and speaker.
Kim has worked extensively with groups and individuals representing all levels of an organization — with a targeted focus on maximizing the effectiveness of people, processes and performance.
Kim has a BA in Communications from Coe College, Cedar Rapids, Iowa. Her professional career has spanned more than 25 years, the last 19 years as the principal of Wilkerson Consulting Group. Her prior work experience included education,account management, learning and development and management and leadership development. Her clients include business, industry, and non-profit sectors nationwide:
- Advertising and PR
- Aviation and Communication Technologies
- Banking and Financial Services
- Directory Publishing
- Electrical Supply and Distribution
- Human Services
- Industrial/Commercial Construction
- Marketing Communications
- Retail and Convenience Stores
- Software and Technology
- Utility and Energy Services
Kim’s current and past professional memberships include:
- International Society for Performance Improvement
- Institute of Management Consultants
- Society for Advancement of Consulting
- American Society of Training and Development
- Society for Human Resources Management
What happens when you combine a brilliant consultant, an engaging speaker, and a renowned executive coach? You get Scott Wintrip of the Wintrip Consulting Group (WCG) and StaffingU. Since 1999, WCG has attracted national and international clients, such as Proctor & Gamble, Wells Fargo Bank, Manpower, Discover Financial Services, American Red Cross, and Boeing.
Scott’s diverse background as a business owner, corporate executive, and recovering salesman provides him with the ability to deliver practical insights based on real-world experience. His tenure prior to forming WCG includes public and private sector companies in both national and international markets.
Scott’s speaking calendar typically includes dozens of keynotes and workshops at conferences each year along with webinars and TeleClasses for audiences across the globe. He is regularly rated the top speaker, with comments ranging from “excellent speaker,” “powerful information,” “practical for my business,” and “Scott Wintrip’s program was #1.” His global audience has included Europe, Asia, South America, and Australia, with his live speeches being translated on numerous occasions in Chinese, French, and Spanish.
Scott is often quoted and featured in the media and his articles and blog posts are featured on dozens of sites each week. He has authored more than 1000 articles and programs, including the Simply Series: Simply Profitable, Simply Effective Leadership, Simply Responsive, and Simply Balanced.
Scott has served as an adjunct professional at St. Petersburg College and has been credentialed as a Professional Certified Coach by the International Coach Federation. During the past decade he was named to Recruiter Magazine’s Top 40 Under 40, a list of the most powerful and influential executives under 40 years of age, and was a recipient of the prestigious Golden Rule Award. In October of 2011, Scott was named to The Staffing 100, a list of the top 100 stars and most noteworthy people serving the staffing industry.
Scott’s rich and colorful background also includes being a former tuba player, performing standup and improvisational comedy, serving as an ordained interfaith minister, creating culinary masterpieces as an amateur chef, and landing a role in a zombie movie.
Top executives at Fortune 500 companies recognize Val as a global leadership and innovation expert and call her the growth accelerator. Alan Weiss calls Val the “Usain Bolt of rapid starts” in building her business in the first 18months. Val appeared as one of the featured speakers at the first Million Dollar Consulting© Convention in Atlanta along side Martin Seligman of Learned Optimism fame.
In her corporate career, Val led global strategic change at Amazon, BMW and Xbox. Val was an integral part of the Xbox leadership team. She designed and led an innovation program for Xbox where the first idea of Kinect was formed, a revolutionary device that sold 20million units worldwide. Executives say Val is unique because of her compassionate truth telling, fearlessness, and extensive experience working with creative, technical, and business leaders. Now with clients including Microsoft, Starbucks, LinkedIn, Financial Times and DreamWorks Animation, Val unlocks innovation and accelerates growth for executives who are ready to hear what they need to hear rather than what they want to hear.
Val writes a regular column for Inc. Magazine on innovation. Val has also been interviewed by over thirty publications, including LA Times, Fast Company, E-commerce Times, Monster.com, Today.com and US News & World Report. Her forthcoming book, “Thoughtfully Ruthless: The Key to Exponential Growth,” explores the pivotal role innovation plays in standing out from the competition. Val’s Blog was named one the Top 50 Resources for Chief Operating Officers by ClickSoftware stating, “COOs should find Val’s Blog to be an invaluable resource for all things business.”
Val left England ten years ago and now lives in California with her three daughters and husband. She holds her CrossFit Level 1 trainer certificate and finds incredible lessons from her workouts that can be applied so business leaders can repeatedly beat their business personal records.
Here is what a current mentoree of Val had to say:
When I heard Val speak at the Million Dollar Consulting Convention, I knew I wanted her as my mentor. Being a business owner, mom to 4 kids, 6 dogs as well as having a husband and home leaves me very little time to myself. When Val spoke about the concept of being “thoughtfully ruthless” I knew that was something I needed to embrace in order to maximize my time as well as preserve my sanity. Within one week of working with Val, I’ve said no to opportunities that aren’t a market match, wouldn’t put me in front of decision makers and would take me away from my family and business without a healthy ROI. Val has also given me great feedback and suggestions based on how I want to grow my business. The time I’m already saving is being put to better use and I can only imagine how my business will grow with Val’s continued direction while I continue to ruthlessly manage my time!
CEO Lifestyle Fitness, Inc.
* These are people qualified in all three programs.