Consider me the coach. I love designing strategic business development and sales plans that rock growth goals. My work with credit unions across the country creating more channels for growth and equipping employees with the tools necessary to build meaningful relationships feeds both my wanderlust and personal mission of helping people live their best financial lives.
I started JRF Consulting in May 2009. Ready for a change, while looking for my next opportunity, a credit union CEO asked if I was interested in doing a business development training class for their branch managers. The training class went so well that they asked me to create a business development strategy. I asked my friend and mentor, longtime credit union advocate Denise Wymore if I should do this as a career. She said, “Hell yes” and I never looked back.
- Business Development Tools