About Rich Rewards Consulting

We specialize in customized practice management consulting.

Welcome to Rich Rewards Consulting! I appreciate you stopping by and exploring my website. I started RRC in 2002 out of a tremendous passion for helping advisors and their teams achieve an even greater level of success based on how each person defines his/her success. I genuinely love my work. I consider myself very blessed to be able to work with amazing people like you every day.

I have been in the financial services industry for more than 25 years. I started my career as a financial advisor and realized working with advisors and their teams was my true calling. From that point forward, coaching and consulting has been my world.

I have a B.S. in Business Administration from the University of Texas, Dallas and graduated Summa Cum Laude. I also received an M.B.A. in Organizational Behavior/Business Policy and Strategy from UTD. I completed the Certified Professional Coach (CPC) designation through CCC (ICF Approved) as part of my ongoing education. I maintain my CPC by completing a minimum of 12 hours of continuing education every 2 years.

When you have a moment to complete the Consulting Assessment, please do. Then, reach out to me when you are ready to talk. I look forward to hearing from you!

Jill

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We would like to comment on how Rich Rewards Consulting has helped our practice over the last 17+ years. We hired Jill initially for phone consulting and then to do on-site consulting as I brought Associate Financial Advisors into the practice. Jill helped us integrate the new people, establish roles, define responsibilities and set up systems. Due to circumstances beyond my and Jill’s control, I had one of my worst years ever in 2005. However, Jill spent the extra time to help us work through the issues we had due to a lost long-term employee. In 2006, with Jill’s help, we got things back on track and doubled our GDC. In 2007, we increased our GDC another 66%. The systems we have set up allow us to be efficient, compliant and to run a productive office. During our monthly calls, Jill helps keep us on track and focused. Jill has been a great resource for anything that has to do with our practice and is always available to help when we need her for something unexpected. Above all, we value her help and opinion on any matter that has to do with the practice.

P.C. & R.H.

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Jill and I have worked together for a number of years. Unlike those working to grow their practices, I presented Jill with a complex problem to solve – How do I reduce the size of my practice, find a balance between work and family and not experience a reduction in income? I wanted all this even though I work in a rural area with an assistant who is only available part-time. Well, Jill helped me to solve this dilemma quite successfully. We have a bit more work to do, but I don’t doubt we will get there. Thanks Jill!!

S.C.

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All of us as financial advisors have had to set up systems and develop many of our own processes to ensure that phone calls, applications, money moment, compliance, data gathering issues, planning issues and countless other details are not overlooked in the day-to-day business operations. We want to provide our clients with excellent service that we can be proud of and that will make us referable. As my business really began to grow, I found that our old systems were breaking down under the load of new activity and ongoing client service. I had developed a great team, but we were still struggling. I heard about Jill Dawson, about Rich Rewards Consulting’s services for financial advisors and that she had solid experience with advisors who have been successful.

I called her up, and after hearing what she had to say, I hired her. It was a significant investment for my practice at the time, but I really needed the help. I was totally convinced after talking with Jill, that hiring her would end up paying for itself over and over inefficiencies that she would help us create in our systems and processes. She came to our office, interviewed each member of our team, and we actively worked together to develop powerful and new enhancements for our systems and tracking processes. She helped us transition from where we were to where we needed to be in a very orderly way. Today, we still retain her to help keep us on track through accountability and to contribute her expertise as our practice continues to grow.

Last year, we completed 130 plans and took on 72 new clients. Next year, we expect to acquire more than 100 new clients. Last year, our GDC increased by more than 35% over the previous year. If you are growing or want to grow your business, do yourself a favor and hire a coach like Jill. You will be very glad that you did. I cannot give Jill all the credit for our growth, but I know she added significantly to our ability to achieve it.

T.C.

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Rich Rewards Consulting has played a vital role in reengineering my practice. In one and one-half years, we have gone from a sluggish practice to one that focuses on excellent client service, annual fees and high net worth client marketing. RRC has basically rebuilt my practice to one of energy and excitement. I rely on Jill’s practice management expertise in everything I do. In fact, I consult with Jill first before I make any decisions. I highly recommend RRC if you want to achieve a higher level of success. It is well worth the investment!!

B.N.

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About Rich Rewards Consulting

We specialize in customized practice management consulting.

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