1. Compliance consulting
3. Tools for success
4. Desiring to help clients achieve success
6. Fee-for-service mentality
7. Service centers
8. Client contracts
9. Surround yourself with experts
Captivating audiences for 20 years on a variety of compliance topics. Sounds fun, right?
On Your Mark Consulting
With Karen L. Kirkpatrick
I am privileged to be surrounded by the best!
Building an ecosystem of partners, service models, technology and tools for brokers and other financial/insurance providers to Be Column A
Proven success helping businesses with complex compliance challenges
Providing not just the source of the answer but action items in plain English