Integrating AI into your business operations is no longer an option–it’s a must if you want to stay competitive. Our Automate to Elevate Workshop will teach you how to leverage artificial intelligence to save time, attract and retain high-value customers, and grow your business efficiently.

Learn how to streamline tedious tasks so you can:

• Reclaim time lost to disconnected, manual processes.
• Free your team to focus on creative, high-quality strategic work.
• Achieve goals faster, without adding more resources

Everyone who attends will also receive my Comprehensive Guide for Business Owners: Utilizing ChatGPT, Claude, and Perplexity. This invaluable resource includes:

• Use cases for ChatCPT, Claude, and Perplexity
• Free vs. Paid Version Comparisons
• Tools for Building

In this AI workshop for business coaches, you will learn how to streamline tedious tasks, so you have more time for the work you love – delivering creative, high-quality, strategic insights to your clients. 

Here’s how we help executive business coaches use AI:

• Provide real-time insights

Data-driven feedback to clients, elevating the value of every session.

• Optimize coaching sessions

Personalized recommendations tailored to each client’s unique needs.

• Predict business challenges

Before they arise, allowing you to coach proactively rather than reactively.

• Automate routine tasks

Freeing up time for higher-value strategic discussions and client grow

Are you leaving money on the table?

For most businesses, the answer is a resounding “yes!”

If you find yourself in this category, you won’t want to miss our next free Coach’s Corner workshop: Unlock the Secrets to Maximizing Your Net Profits: The Power of One.

Did you know that a mere 1% change in your business can revolutionize your profits and cash flow?

During this workshop, we will demonstrate the Power of One, revealing how a 1% or 1-day improvement in your business’s seven crucial levers—price, volume, direct costs, overhead, receivables, inventory, and payable—can significantly impact your profit and cash flow.

Don’t miss this opportunity to transform your profit and cash flow strategy. Register now for our FREE workshop and start making impactful changes today!

Due to unforeseen circumstances, this Workshop has been cancelled. Please contact us if you have any questions.

This session will introduce you to the 13-Week Race. We will show you how to set, monitor, and reach your priorities for the first quarter of 2024. 

Gain insights into the art of hiring the right talents, the magic of networking, and the impact of championing community engagement and forging strong partnerships. Uncover personalized approaches that resonate with your business and embark on a transformative B2B marketing adventure. Don’t miss this chance to redefine your path to success!

I am excited to join this excellent panel which includes:

• Tyler Fox, Architect & Junior Partner with JM2 Architecture
• Brian Califano, Co-Founder & Managing Partner with Accelerating CFO LLC
• Katherine E Lewis, Partner with Meister Seelig & Fein PLLC
• Jeffrey Tebele, CEO of RCS Professional Services

For more information or to register for this free webinar, please

As a business leader, you need to hold your team accountable. However, every member of the team must know who is responsible for what and when should each task be completed. Until this happens, your organization’s progress will be stymied. This workshop will explain a process for accountability that’s measurable.

To create your company’s Vision, you first need to define your Culture, including Core Values, Purpose, and Brand Promise. This workshop will allow you to plan your vision which is essential to reaching the next level.

To see this workshop, please click here.

Our workshops are being held virtually. There is no charge to attend but registration is required. Please click on the “Get Tickets” button to register.

In this workshop, we will uncover what drives your company forward by avoiding what is stopping progress and holding you back from scaling.  We will also discuss how to avoid icebergs that cannot be seen.

To see this workshop, please click here.

Our workshops are being held virtually. There is no charge to attend but registration is required. Please click on the “Get Tickets” button to register.

This Session will discuss the importance of hiring the right A players as well as how to coach up B players and coach out C players.

To view this workshop, please click here.

Our workshops are being held virtually. There is no charge to attend but registration is required. Please click on the “Get Tickets” button to register.

Stop the revolving door of new hires.

Hiring is difficult - even in “normal” times.

There are checklists and tips to navigate hiring in 2022.

But every business is different.

How can you make sure you’re hiring the right people for YOUR company?

How can you be certain you are hiring A-players, ones that will positively impact the trajectory of YOUR business?

In this one-hour workshop, we will go over the job scorecard - breaking down what your company needs to make the right hires today - and going forward.

This workshop was recorded. Please email me if you would like to receive a copy of the video.

I was interviewed by Cheryl Mucha for the Pathways to Profitability Podcast: Personal Tales of Business Success, where local business owners share personal stories of their trials and tribulations that got them to where they are today. 

Entrepreneurship is never stagnant. In this episode, I discuss the next evolution in my world of serial entrepreneurship - becoming a business coach. 

Listen HERE.

Wondering how to create an awesome culture where your employees love what they do? Please join us to learn how to strengthen culture & trust in your business to win new business. Hosted by RCS Professional, we present you with a panel of four business leaders: Jeffrey Tebele, Doug Diamond, Steve Ferman, & Christine Pietrowicz-Joanis.

What happened to your business when the pandemic struck? - Pivot!

Then you navigated job market issues caused by the Great Resignation - Pivot!

You’re now dealing with continued supply chain issues and inflation - Pivot!

When was the last time you really thought about where your business is going?

You’ve pivoted so many times, are you spinning in circles, back on your original path, or taking a new one? 

What’s coming next? Rising interest rates? A recession? 

Do you have a plan in place that can withstand economic uncertainty?

In this workshop, we will uncover the trends impacting your business and industry, discuss your company’s strengths and core competencies, and weaknesses - then take that information and formulate an actionable plan that will be the basis for fu

Success doesn’t happen alone.

With few exceptions, every multi-million dollar company was built on the backbone of an effective team.

If your team needs micro-managing, or they’re in constant conflict, your business is doomed.

Listen as I speak with Jonathan Rivera about how I coach entrepreneurs like you to reach their dreams.

In this episode, you’ll discover how to coach your team members to success, so you can change the world with your business.

Show highlights include:

• Why praying for the needy lets you get more results in your life (even if you’re not religious) (3:28)
• Why letting employees struggle through their problems lets you become a more effective leader (5:14)
• The ABL rule that lets you get to the bottom of any problem in your organization (6:30)
• A funny-so

How did I transition from a CIO to a Coach for CEO’s, their executive team, and the company itself?

Watch my interview with Amber Russo of Cornerstone Paradigm Consulting.

Check it out here.

While many people and publications will tell you mentoring is important, not many clearly define it or tell you how to get started.

As a mentee, you need to be prepared for brutally honest and transparent conversations with mentors. Sugarcoating the realities of life won’t benefit anyone. That approach might hurt the mentee’s feelings at the time. But when a self-aware person looks back at the blunt advice, they appreciate the honesty.

What do you need to do before reaching out to potential mentors?

First, think about what your end goal is. Start there and break it down into smaller bites. Work your way backward until you’re asking yourself, “What can I start doing today?” which leads to “What do I need to know that a mentor might be able to help with?”

Many people are afraid to ask for help - they don’t think

Did you know that most business coaches have coaches?

That’s because we know the value of the transformation a great coach can provide! But, what should you look for to find the perfect coach for you?

In order for you to succeed long-term, your business coach should be someone you are comfortable with, but who challenges and inspires you and, most importantly, will keep you accountable.

As two professional coaches, Lori and Steve will walk you through the coaching world and help you define exactly what you should be looking for in a coach.

Join us for the quarterly One Page Personal Plan Workshop to set your high-level goals first, then work down to what you want to accomplish in the next 90 days. 

We will work together to designate what habits or activities you would like to start this quarter and others that you want to stop. If you attended a previous session, bring your original plan so you can see what you’ve accomplished and reset your goals.

At the end of the session, you will have a personal strategic plan that you can execute in order to meet your own vision for the impact you want to have and the legacy you would like to leave.

This workshop was recorded. Please email me if you would like to receive a copy of the video.

Innovative Strategies with Bill HAASE is a show designed to help people with their business and personal Financial Literacy, but not the way you have known. This is not your grandpa’s financial literacy, as Bill uses his 30-plus years in the financial industry to stretch your financial box from a 30,000-foot view of things. Bill and his guests have helped hundreds of clients achieve and surpass their financial goals.

Steve Ferman appears in this episode to discuss the benefits of hiring a business coach and what people can expect when they hire Steve as their business coach.

Watch Interview

The way we work is changing. How are you keeping your teams on track and productive?

Join top Scaling Up partners from around the globe for another Scaling Up+ Summit on October 21, 2021.

These leading CEOs and authors will share actionable insights to ensure continued prosperity within your firms by helping you outthink your competition.

The event is free but registration is required.