Strategic Advisor - Westport, Connecticut

Adam R.

My two partners and I had the pleasure of working with Christy as we looked to evolve our 10 person team into an even more robust and efficient wealth management firm. Her exploration process to understand our team goals and unique dynamics was comprehensive and produced immensely insightful results. Some of the observations and suggestions she brought to the table proved to be true months in advance of us realizing them ourselves.

Her recommendations were presented in a prioritized, actionable way that then allowed us to make immediate, impactful changes. On top of this excellent output and recommendation set, Christy has proven herself to be passionate about seeing the work through. Many consultants present results, but does not help on execution. Christy has been proactive and diligent to make sure our team made prompt progress, and then she also has circled back over time to make sure we continue to push the ball forward.

Christy's expertise was immediately clear as she had substantial impact on how our team thinks about structure, efficiency and team development. Anyone looking to grow their practice and navigate the intricacies of building a firm would be well served to engage with Christy.

Paul S.

My partners and I hired Christy for a consulting engagement. To provide some context, the three of us manage about 200 million dollars, write about 2 million of insurance premium annually, and have a combined 7 team members. We are located in the Boston area. At the time, we had challenges around hiring, human resources, compensation structure, and team cohesiveness. I’ve always been skeptical about hiring coaches and consultants. I hold professionals that I engage to an extremely high standard as it relates to overall work quality, responsiveness, and value. Christy could not have been more professional, engaging, responsive, and thoughtful as it relates to her approach and delivery. Her bed side manner working and meeting with each of our team members is something my two partners and I sorely lack. Her ability to truly communicate with them and identify their core goals and concerns was remarkable. As a partnership of three males, bringing in a female consultant had an especially powerful impact on our female team members. They opened up about matters that my partners and I had never even considered. Her recommendations yielded immediate dividends and having her to consult without throughout the year as we implemented her strategies was invaluable.
In short, hiring Christy is a wise move if you’re looking to streamline operations, improve efficiency, hire new team members, restructure compensation or benefits, and foster team cohesiveness.

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