I think like an organizational strategist, communicate like a storyteller, and execute like a founder.
FINANCIAL SERVICES
98% Employee survey response rate during a 2-year AI overhaul
FINRA - The Financial Industry Regulatory Authority is a private, not-for-profit, self-regulatory organization (SRO) authorized by Congress to protect U.S. investors and ensure market integrity by regulating broker-dealers, enforcing compliance with security rules, and overseeing approximately 630,000 brokers.
98%
SURVEY RESPONSE
2 yrs
AI IMPLEMENTATION ACROSS 2K+ EMPLOYEES
0
ADOPTION FAILURES
HEALTHCARE & STARTUP
500% growth in 4 years. One idea that turned into a start-up then became an independent organization, a city-wide movement and helped end a hostage crisis
Mental Health First Aid Colorado Springs, El Paso County
An idea that took over my life, a company, a city, a county, a state, and then a country
500%
ORGANIZATIONAL GROWTH
15
New Staff from 1 person
1
HOSTAGE CRISIS RESOLVED
My Strategy
My strategy is data-driven and real-world tested.
The Challange
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Internally: people are disconnected. Disengaged. Messages are misaligned and conflicting.
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Externally: productivity is down. High-performers are leaving. Sales is telling one story and marketing is telling a completely different one, resulting in zero new customer acquisition. Glassdoor and LinkedIn reviews trend negatively.
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Approach
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I listen to people. I sit in on meetings and connect with people 1:1 and listen to their concerns.
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Then I do what I can to help them address those concerns and connect them with people across the organization to solve them sustainably.
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THE KEY? I build trust.
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Next, I remind people of where they are working in alignment, on common goals to address common challenges.
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Finally, I encourage transparent and constant communication - from leadership to staff and vice versa.
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Results (99% guarenteed): A culture of psychological safety. People feel engaged, heard, supported, informed, and secure in what lies ahead of them. And how they can handle it. They feel like they are a part of the big picture of the organization and know how their daily work plays a part in the future of the company.
Data that backs my strategy
"Connection is why we're here. It is what gives purpose and meaning to our lives."
"Building a visionary company requires 1% vision and 99% alignment. When you have superb alignment, a visitor could drop in from outer space and infer your vision from the operations and activities of the company without ever reading it on paper or meeting a single senior executive."
"Being right doesn't make us trustworthy. Being honest makes us trustworthy."
"Psychological safety isn't a "nice to have" for sensitive people. It's the foundation of any team that wants to do hard things well."
Research that proves you have to invest in your people as much as your tech stack
Every one of these organizations had the same thing in common:
Smart leadership. Real potential.
A gap that needed closing.
That gap is what I close. Let's talk about yours.
Let's create companies that use technology and AI to extend human potential,
not substitute for it.
What's important right now is the characteristics of the brain's right hemisphere.
In the age of AI and mass-produced ideas and content, this is what cannot be replaced.
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Artistry, empathy, inventiveness, big-picture thinking.
These skills have become first among equals in a whole range of business fields. ​
- Daniel Pink
Creativity is just connecting things.
When you ask creative people how they did something, they feel a little guilty because they didn't really do anything. They saw something. It just seemed obvious to them after a while.
- Steve Jobs
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