Professional summary

• Helped many entrepreneurial CEOs realize the full potential of their business. This is often accomplished with a Stages of Growth assessment based on the Growth Curve research of James Fischer.
• Have "debriefed" hundreds of personnel assessments as a Certified Professional TriMetrix HD Analyst.
• Created individual marketing plans consistent with each DISC profile for many attorneys within a law firm to help increase their business development.

Engagement overview

The best way to start is with a Stages of Growth X-ray to determine the needs .


• $12M Law Firm (Individual Marketing Plans for Attorneys)
• $5M Parking System value added reseller (Marketing,


The most common mistakes of new managers:

1) Employee of the month - short term motivation for the winner, long term demotivator for those who did not win.
2) Deep personal relationship with direct reports - makes it hard to be objective and hard to make them accountable.
3) Keep doing what you did - need to stop doing the work and lead/manage the people to get the work done.
4) Afraid to ask for... Read more


Millennials are an interesting breed. There has been a lot written about how they are very different from other generations.

With that said, I always want to "seek first to understand, then be understood". Try to understand what motivates him. Does your company use assessments? if so, go back to the assessment to dig through the report. (If the company does not use assessments, they shoul... Read more