Consultations & Speaking Engagements

South Shore Independent Insurance Agents Association, Quincy, Massachusetts, Powerful Economics of Client Retention.

Connecticut Bar Association, How Law Firms Can Attract & Retain Top Talent, Millennials & GenZs.

1752 Club, Weston, Massachusetts, Powerful Economics of Client Retention and to Ease Difficult Conversations.

National Risk Retention Association, Chicago, ILL, Increase Client, Member, and Employee Retention.

Stressstop.com, Virtual, Create a Caring Culture that Attracts and Retains Top Talent.

ProVisors, Cambridge Group, Attract and Retain Top Talent Including GenZs, Millennials Through Quiet Quitting.

ProVisors, Boston 2, Attract and Retain Top Talent Including GenZs, Millennials Through Quiet Quitting.

Stressstop.com, Attract and Retain GREAT Employees by Lowering Stress in the Workplace.

DiSanto Priest, Warwick Rhode Island, Extensive Market Research & Data Analytics to Uncover Reasons Why Employees Were Leaving.

Stressstop.com, “Employee Retention.”

ProVisors, Seaport Group, Have Your Company be a Magnet For Top Talent.

ProVisor Accountants Affiity Group, How to Attract and Retain Top Talent Now and In the Future.

Assure America, West Virginia, Coaching Salespeople to Excel to Win Erie Contest.

Woburn ProVisors, Woburn, MA, New Culture to Attract and Retain Employees – Clients Will Follow.

BTS Asset Management, Lexington, MA, Advanced Senior Management Coaching To Excel.

BTS Asset Management, Lexington, MA, Advanced Senior Management Team Program, Emotional Intelligence, Market Research, 1:1 Coaching, & Training Sessions, Client Experiences That Delight!

Journey Wealth Partners, Concord, MA, Market Research Top Clients.

BTS Asset Management, Lexington, MA, Comprehensive Senior Management Training Program, Market Research, 1:1 Coaching & Training Sessions, Client Experiences That Delight!

Johnson’s Compounding & Wellness, Waltham, MA, Management Training Program, Coaching, Team Building & Sessions, Irresistible Business: Dazzling and Delighting Clients for Life.

Johnson’s Compounding & Wellness, Waltham, MA, Comprehensive Management Training Program, Presentation, 1:1 Coaching, & Training Sessions, Customer Experiences That Delight!

Johnson’s Compounding & Wellness, Waltham, MA, Master Training Program, Presentation, Coaching, Team Building & Sessions, Irresistible Business: Dazzling and Delighting Clients for Life.

Women in Business Council, Wellesley, MA, Wow Your Way to Profit! Presentation.

CorridorNine, Westborough, MA, Wow Your Way to Profit! Presentation.

Wellesley Bank, Wellesley, MA, Wow Your Way to Profit!, Executive Team Presentation.

Independent Insurance Agents of New Hampshire, Meredith, NH, The Naked Truth Why Customers Leave and How to Win Them Back.

Safety Insurance, Boston. MA, Master Training Program, Presentation, Coaching, Team Building & Sessions, Irresistible Business: Dazzling and Delighting Clients for Life.

Tesini Pediatric & Orthodontic Dentistry & Associates, Sudbury, MA, Delighting Team and Clients Every Day!

Association of Professional Insurance Women, New York City, Irresistible Business: Dazzling and Delighting Clients for Life.

JP Maguire, Waterbury, CT, Love Them of Lose Them: Client Retention and Growth in Action!

Connecticut Insurance Marketing Association, Wethersfield, CT, Irresistible Business: Dazzling and Delighting Clients for Life.

Field Club Meeting, Concord, NH, Irresistible Business: Dazzling and Delighting Clients for Life.

1752 Club, Framingham, MA, Irresistible Business: Dazzling and Delighting Clients for Life.

Society of Insurance Research, Long Beach, CA, Selling Your Value Internally.

Association of Jewish Aging Services, Dallas, TX, Irresistible Businesses.

Germania Insurance, Austin, TX, Dazzling and Delighting Clients for Life.

New York State Health Facilities Association, Grand Cayman Island, Dazzling and Delighting Clients for Life.

Uniter, Atlanta, GA, Love Them or Lost Them: Client Retention in Action!

APPEX, (MarshBerry) Dallas, Texas, Dazzling and Delighting Clients for Life.

Florida Association for Assisted Living, Ft. Lauderdale, FL, Dazzling and Delighting Clients For Life.

New York Central Mutual Insurance Company, Buffalo, NY, Masters of Service!

New York Central Mutual Insurance Company, Edmenson, NY, Masters of Service!

New York Central Mutual Insurance Company, Edmenson, NY, Managers to The Power of 6!

New York Central Mutual Insurance Company, Edmenson, NY, Being the Best!

New York Central Mutual Insurance Company, Edmenson, NY,  Love Them or Lose Them: Client Retention in Action!

1752 Club, Framingham, MA, Love Them or Lose Them: Client Retention in Action!

NRRA, Washington, DC, Love Them or Lose Them: Client Retention in Action!

Society for Insurance Research, Orlando, FL, Love Them or Lose Them: Client Retention in Action!

Utah Health Care Association, St. George, Utah, Love Them or Lose Them: Employee Retention in Action!

Gates-Cole & Associates, New Hartford, NY, Follow-up Session, Love Them or Lose Them: Client Retention in Action!

Assure-America, Pittsburgh, NY, Client Retention, Love Them or Lose Them: Client Retention in Action!

Markel Southwest, Phoenix, AZ, Quarterly Follow-up, Love Them or Lose Them: Client Retention in Action!,

Grinnell Mutual Reinsurance, IA, Keynote Speaker, Love Them or Lose Them: Client Retention in Action!

Insurance Accountants’ Association, Anthony’s Pier 4, Presentation, Love Them or Lose Them: Client Retention in Action!

W.T. Phelan Insurance Associates, Mini-Boot Camp Love Them or Lose Them: Client Retention in Action!, Winchester, MA.

Property Casualty Insurers Association of America, PCIAA Joint Marketing and Underwriting New Orleans, LA, Presentation, Love Them or Lose Them: Client Retention in Action!

Gates-Cole & Associates, New Hartford, NY, Communication Workshop, Love Them or Lose Them: Client Retention in Action!

Gates-Cole & Associates, New Hartford, NY, In-House Mini-Boot Camp, Love Them or Lose Them: Client Retention in Action!

Associates of Professional Insurance Women (APIW), New York, NY, Love Them or Lose Them: Client Retention in Action!

New Jersey Manufacturers, West Trenton, NJ, In-House Mini-Boot Camp, Love Them of Lose Them: Client Retention in Action!

Massachusetts Independent Insurance Association, Boston, MA, Presentation, Clients to The Power of 6!

Safety Insurance, Boston, MA, In House Mini-Boot Camp, Love Them of Lose Them: Client Retention in Action!

Pearl Carroll, Final Report Presentation at Agents Annual Meeting, Latham, NY.

Marsh Berry Bank Agency Summit, Phoenix, AZ “Love Them or Lose Them: Customer Retention in Action.”

Markel Corporation, Mini-Boot Camp on Client and Employee Loyalty and Retention, Phoenix, AZ.

Society of Insurance Research, Dallas, TX “Love Them or Lose Them: Customer Retention in Action.”

Intersure Meeting, New Orleans, LA, “Love Them or Lose Them: Customer Retention in Action.”

Group Internotions, Montreal, Canada “Love Them or Lose Them: Customer Retention in Action.”

Marsh Berry, APPEX Meeting, Chicago, IL, Presentation, Clients to The Power of 6!

Property Casualty Insurers Association of America, PCIAA Joint Marketing and Underwriting Seminar, San Antonio, TX “Love Them or Lose Them: Customer Retention in Action.”

Society for Insurance Research, Dallas, TX, Clients to The Power of 6!

Specialty Risk Services, New Orleans, LA, The Hartford, Final Presentation on Clients to The Power of 6!

Society for Insurance Research, Charleston, SC, Clients to The Power of 6!

Marsh Berry, APPEX Meeting, Cleveland, OH, Presentation, Clients to The Power of 6!

Specialty Risk Services, Washington, DC, Facilitation of Risk Managers.

Roger Bouchard Insurance Agency, Clearwater, FL, Employee Retention and Training on Referrals.

1752 Club, Clients to The Power of 6!, Framingham, MA.

IMMS/Group 500, Clients to The Power of 6!, Chicago, IL.

Greenwich Group, Clients to The Power of 6!, New York, NY.

Allstate Insurance Company, Presentation: “Love Them or Lose Them: Customer Retention in Action,” Texas.

Harold G. Wells & Sons, Mini-Boot Camp “Love Them or Lose Them: Customer Retention in Action,” Wilmington, NC.

Clark Insurance Agency, Quarterly Follow-up, Portland, ME.

Slawsby Insurance Agency, Quarterly Follow-up, Nashua, NH.

Allstate Insurance Company, Presentation: “Love Them or Lose Them: Customer Retention in Action,”Minneapolis, MN.

Allstate Insurance Company, Presentation: “Love Them or Lose Them: Customer Retention in Action,” Chicago, IL.

Jewelers Mutual, “Retention Study Results Presentation,” Neenah, WI.

Allstate Insurance Company, Presentation: “Love Them or Lose Them: Customer Retention in Action,” Edison, NJ.

Allstate Insurance Company, Presented Two Day Boot Camp “Love Them or Lose Them: Customer Retention in Action,” Chicago, IL.

Allstate Insurance Company, Presented “Love Them or Lose Them: Customer Retention in Action,” Orlando, FL.

Clark Insurance Agency, Mini-Boot Camp “Love Them or Lose Them: Customer Retention in Action,” Portland, ME.

Slawby Insurance Agency, Mini-Boot Camp “Love Them or Lose Them: Customer Retention in Action,” Nashua, NH.

SECURA, “Love Them or Lose Them: Customer Retention in Action,” Ft. Myers, FL.

State Auto, “Annual Agents’ Meeting,” Tuscan, AZ.

The Concord Group, “Love Them or Lose Them: Customer Retention in Action,” Rockport, ME.

Jewelers Mutual Insurance, “Current Customer Retention Project,” Neenah, WI.

MAMIC, “Love Them or Lose Them: Customer Retention in Action!,” New Brunswick, Canada.

NAII Joint Marketing and Underwriting Seminar, “Love Them or Lose Them: Customer Retention in Action!,” Tampa, FL.

Jewelers Mutual Insurance, “Former Customer Retention Project,” Neenah, WI.

Auburn Chamber of Commerce, “Love Them or Lose Them: Customer Retention in Action!,”  Auburn, MA.