Scaling revenue systems for insurance brokerages and RIAs.
I diagnose what’s blocking profitable growth, then partner with you to implement the fixes.
What I do
Scaling requires three things: First, generating demand. Second, converting it into revenue. Third, retaining that revenue over time. When your system isn’t built to scale, growth gets expensive, fragile, and hard to control.
I work across demand generation, sales conversion, and revenue operations to see the full system and fix what’s limiting performance. By building a scalable system, we can reduce wasted effort, focus more on what’s working, and bring your CAC under control as your business grows.
Who I help
I work with owners, CEOs, and growth leaders in insurance brokerages and RIAs where turning consumer interest into revenue requires orchestration across marketing, business development, client operations, and technology. When that orchestration breaks down, costs climb quickly and performance drops.
When to call me
Reach out if you’re investing (or about to invest) in growth and something feels off, even if the dashboards look fine.
Common signals:
- You increase spend, and CAC rises faster than revenue.
- Leads are coming in, but follow-up is slow or not happening.
- Marketing and business development get stuck in an argument loop ("leads are bad" vs "follow-up is bad").
- Dashboards look fine, but when volume increases the system gets fragile.
- Decisions about growth are being driven by anecdotes rather than evidence.
How I work
My work is diagnostic-led, economics-driven, and carried through to execution. I start by mapping how revenue actually flows through your system today to find the constraints (where the system breaks) that are limiting profitable growth.
I’ll meet you where you are, work with the team and stack you already have, and recommend changes only when they’re justified by impact and feasibility. I’m platform agnostic, and believe technology should strength human relationships, not replace them.
After an initial diagnostic, I'll create a realistic action plan: sequenced work, clear owners, and an operating cadence that makes progress visible. I am hands on through implementation, so improvements stick and performance compounds.
Who I am
I’m a revenue and growth executive with repeated P&L ownership across insurance, financial advisory, credit, and other consumer businesses. I’ve been builting and scaling revenue systems for complex businesses for over 20 years.
I’ve led work that improved close rates, transaction size, and sales productivity at New York Life, owned acquisition through doubling of a consumer services business to over $100m in annual revenue, and launched and scaled a major online credit product at Capital One. I hold an MBA from Wharton, a JD from Harvard, and a BA from Amherst College.
If you’re trying to build a scalable revenue system for an insurance brokerage or RIA, please email me to schedule a conversation.