As a business owner we all get wrapped up in the day to day duties and tasks, it’s hard to step away and view your business as a business and not just your job. Working with Mark, we are able to effectively understand the importance of a clear business plan and direction and how that interacts with our daily responsibilities. From strategic to tactical planning Mark has been there to help me articulate my objectives and formulate a plan that is actionable and achievable. Mark engaged with me to discuss my business in depth and guided me to a point where I was more comfortable and able to think about how to share my thoughts and strategies with my peers, my clients and my employees: all of these groups, of course, were looking for my leadership and direction. In addition, Mark helped my personal development and pushed me to review my interactions with my peers, clients and direct staff and make substantive changes in how I engage with my staff and then provide them the clear feedback and guidance they wanted from me. Whether you need to change abruptly or evolve gently , Mark will be there.

President, Tyee Capital Management Group

Jeff Marshall and his Team deserves my highest recommendation. Without Jeff’s advice, guidance, ideas and council our Team would not be where it is today. He consistently brings new and relevant ideas to the table and is always a sound and trusted sounding board. If growth is part of your plan I would recommend Jeff and his Team without hesitation.

Barron’s Top 100 Advisor

Mark has been essential to our growth at Ameriprise Financial. His years of experience inside and outside the company have given him unique prospective. We have been able to draw on the knowledge and incite of his network of clients whom have a vast amount of experience. The network of resources we have had access to have been invaluable and would have taken decades to develop on our own. Since coming to Ameriprise Financial 5 years ago we have grown our practice by 10x. Whether it is finding opportunities to purchase or merge with other practices, becoming more streamlined and efficient, growth initiatives, or just simply being an accountability partner, mark has been paramount to our success.

Financial Advisor

Mark has been a valuable resource for my practice. He provides me with the tools, time, and focus to work “on my practice” instead of just “in my practice.” Mark’s coaching on team development and staff communication have been especially useful. He also provides insight into what other advisors in my situation are doing to help grow their practice, which I find very helpful. Mark provides valuable feedback on practice initiates I am considering and strategic decisions I am considering making. Having his skills, experience, and knowledge as a resource I am able to leverage has directly contributed to my success.

Private Wealth Advisor

I have known Byron for several years and have seen a substantial increase in my overall practice. I appreciate not only his insight and foresight, but his partnership in my business.

Financial Advisor

Though my transition from 10+ years in p1 to the p2 platform on the large scale has been an awesome move in 2015, I quickly became aware of the many “hats” one must wear as a franchise practitioner. No longer having my staff have the buzz of the “big office” or the branch manager as their direct “boss” and person to report to, I found continuing to lead my staff in our new small startup environment to come with many challenges. Having worked with Frank as our p1 branch manager from (years???), I was well aware of his skillset in leading groups and creating culture (exactly what I knew I needed in this new p2 setup!) Having to wear one less “hat” and have someone who can help to lead the pack, dissolve misunderstanding / disagreements, and help to objectively see from the outside in (the good/bad/ugly) has been an invaluable investment in our team both present and future. Frank’s weekly 1:1’s with myself and my team members help to make sure everyone stays on track, is clear about expectations, and keeps us all honest (with ourselves and each other!) His approachability, responsiveness & honest feedback have been just what our team wanted & needed. I’m excited what’s to come as we continue to work together

Private Wealth Advisor

After searching for a business consultant unsuccessfully for over 6 months, I was referred to Jeff Marshall by a colleague who works with Jeff. Jeff’s knowledge and experience working with business owners was immediately evident. He helped me jump start a process of change & growth in my business and saved me time, money and energy with his knowledge. Now almost two years after contracting with Jeff, it is very rewarding to look back all the positive changes Jeff has affected in my business. For anyone who wants to implement change, achieve more and avoid making mistakes along the way I suggest you talk with Jeff to see if he can help you along the way.

Private Wealth Advisor

My only regret in hiring Jeff and his team is not having done so earlier (and the fact that he is a Duck fan). Prior to Jeff, I was running an efficient practice ($300 million with 1 staff person), but was in a bit of a rut, as I wasn’t particularly excited about what I was doing on a daily basis. Fast forward 3 years and as I am transitioning to CEO, our team is above $1 Billion, and I’m more engaged than I’ve ever been. This trajectory simply would not have happened without Jeff’s leadership and strategic vision.

Private Wealth Advisor