Concierge Trusted Advisor.

Access Our Expertise On Your Terms.

Our Concierge Trusted Advisor service was designed with one purpose in mind.

To provide you direct access to our experience, advice, counsel and network when you need it.

“Shawn helps me see practical, actionable solutions with lightning speed. He gives me an idea, breaks it down and challenges me to set a date for completion. Each step vital to my success.”

 

Constance Dierickx, PhD President

CD Consulting Group

When it Comes to Strategic Advice and Counsel,

We Are Your Trusted Advisor.

Are you looking for a strategic partner to help you accelerate your sales? Would you like expert advice, counsel or feedback on your greatest strategic challenges? Want timely input on what’s holding your sales growth back?

I’ve acted as a trusted advisor to business owners and executives for nearly two decades. I limit these interactions to no more than three at a time, ensuring that each client receives priority of my attention.

Those that engage with me on an advisory level have full access to my expertise and experience whenever they need it. Using my experience when and where it can make the most difference and have the greatest impact.

 

Is the Concierge Trusted Advisor Service Right For You? Book a Call to Discuss.

 

My clients often tell me that having me as their trusted advisor is like having an insurance policy. It provides exclusive access to my expertise, ideas and counsel so that you can tackle challenges and seize opportunities in real time.

Most importantly I offer no filter, only my opinions and ideas based on working with business owners and executives similar to you for over fifteen years.

My role as a trusted concierge advisor can be behind the scenes, as an invisible confidante, or more public. I can join you in meetings with partners, stakeholders, board members and even senior managers.

 

Is the Concierge Trusted Advisor Service Right for You? Book a Call to Discuss.

 

Some examples of how clients have engaged me as their Trusted Advisor include:

  1. As a sounding board for strategic advice.
  2. A fresh source of ideas or perspective.
  3. To play devil’s advocate for inherently risky scenarios or situations.
  4. As a third party to provide an objective review.
  5. To support them in being accountable.

Three Dimensions of my Concierge Trusted Advisor Service

1

Who This Is For.

I can work with just you, or several members of your team at the same time.

2

Scope of Our Arrangement.

You will have unlimited access to me during regular business hours with a response time of 90 minutes. After-hours access if you require.

3

Duration of our Arrangement.

The length of duration is all dependent on your specific needs. Most clients engage my services initially for a period of six (6) months.

“Shawn had the unique ability to quickly and decisively identify opportunities to improve efficiency while maximizing value to our customers.”

 

Sergio Restagno

(former) Vice President Enterprise Solutions

Canadian Bearings Ltd.

Wondering if Our Concierge Trusted Advisor Service is Right for You?

Book a Complementary Call with Shawn