FOCUS 3 · LEADERSHIP
Brokerages, teams and the decisions above the org chart.
Leading the people who lead producers: recruiting, retention, organizational design, margin and the operating cadence that makes a good year repeatable.
Brokerage Leadership · Compass
$300M to $2B in under 24 months.
A single office rebuilt around recruiting discipline, a real coaching cadence and weekly accountability — ending the period as the #1 ranked office in the country without a change in market conditions.
- Office growth
- 6.6×
Office growth
- National ranking
- #1
National ranking
- Time to scale
- 24 mo
Time to scale
Management Strategy · Compass National
Systems 300+ managers could run.
As Director of Management Strategy, codified the recruiting, retention and margin playbooks used by sales managers nationwide — the same operating systems that now sit underneath every advisory engagement.
- Managers mentored
- 300+
Managers mentored
- Scope of rollout
- National
Scope of rollout
- Volume overseen
- $5B+
Volume overseen
Team Leadership · Private Client
Volume held, profit finally kept.
A high-volume team was producing well and keeping almost nothing. Rebuilding splits, roles and lead accountability turned the same top line into a business the owner could take money out of.
- First profitable year
- Profit
First profitable year
- Rebuilt org chart
- Roles
Rebuilt org chart
- Zero top-agent loss
- Retention
Zero top-agent loss
Executive Advisory · Services Company
Fewer offers, better math.
A services business was busy and thin. Narrowing the offer set, repricing against real delivery cost and installing a weekly operating review turned effort into margin without adding headcount.
- Repriced offer set
- Margin
Repriced offer set
- Operating cadence
- Weekly
Operating cadence
- Offers consolidated
- Focus
Offers consolidated