Partners
You set it up. I help people actually use it.
I work with IT providers, compliance consultants, CPAs, bankers, coaches, and agency principals who serve small financial firms. When a client’s team stalls on AI, I am the patient training partner. You keep your relationship and your side of the work.
What you can count on
- A clear note on who to send, and a two-sentence introduction you can forward.
- A lunch-and-learn or webinar for your clients, with your name on it if you want that.
- Referrals back to you for the work I don’t do: IT, security, policy, tax, and insurance.
- A short monthly note on what I am seeing, with no client details.
What I will not do
- Sell software or resell licenses.
- Give compliance, tax, or investment advice.
- Step on your relationship with your client.
Fee terms are not listed here. They need a proper review before they are published. If we work together, we will write them down first.
Send an introduction.
Tell me who you serve and the kind of firm that is stuck. Don’t include client information.