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Strategic Advisory

Thousands of engagements and hundreds of industry-published research articles have confirmed Jeff as a leading advisor dedicated to the financial services industry. Frequently, his programs and systems provide additional value in approaches customized to individual institutions and industry business partners. His consulting services have generated hundreds of exclusive platforms and structures on:

  • Retail sales and marketing growth and profitability.
  • Customer and member service, experience, loyalty, and retention.
  • Mergers, acquisitions, and operating partnerships.
  • Leadership development and management excellence.
  • Executive coaching and high potential employee readiness.
  • Board governance, development, and succession.
  • Strategic business model research, review, recommendation, and execution.
  • Business-to-business sales coaching, managing, and executive preparation.

Email Jeff and discover tailored practices to increase your market and industry leadership –  jeff@jeffrendel.com.