Work With The YES Advisor


Whether you need a quick diagnostic, a total practice transformation or something in between, I provide the systems and leadership strategies to create your 

Drawing on over 30 years of management experience, I deep-dive into your operations to refine your current workflows or completely reshape your practice so it works for you. Together, we will create a culture of harmony and excellence that sustains itself. I’m more than a consultant.

I will work right beside you and your team as a coach and mentor, fully invested in your success!

The “Quick Win” for Immediate Clarity. Perfect for the practice leader who knows something is “off” but can’t quite identify the growth constraint holding them back – or for those who know what’s not working but aren’t sure how to fix it. We strip away the noise to find your highest-impact opportunities.

* Duration: 60 minute Targeted In-Person Strategy Consult Session

* What You Get: A strategic audit and a “Top 3” Action Brief.

* The Result: Clear, actionable steps to remove immediate friction.

* Investment: $150

* Focus: Targeting three specific areas of operational drag (e.g., Scheduling, Billing, Communication etc.)

* What you Get: On-site observation, expert consultation, and an immediate implementation roadmap for team alignment.

* Follow-up: A 60 minute remote session (30 days post-implementation) to evaluate and ensure progress.

* The Result: A stabilized system and a team that understands the “Why” behind the “How”.

Building the Foundation for Long-Term Success. Systems are only as good as the people running them. This engagement eliminates recurring growth constraints by installing disciplined workflows and providing the high-level accountability your team needs, to make the workflows stick.

* Focus: Workflow / systems optimization and leadership development.

* What You Get: In-person observation, consult, in-office & remote coaching, customized SOP templates, & performance tracking.

* Follow-up: A 60 minute remote session (30 days post-implementation) to evaluate and ensure progress.

* The Result: Consistency, increased team accountability, high level patient service and a significant reduction in daily “stressors”

Comprehensive Cultural and Operational Excellence. Designed for the new practice as well as the practice ready to scale, transition, or undergo a complete cultural turnaround. I will be a strategic partner in your leadership team – acting as your “Hybrid Practice Manager“.

* Focus: Full-scale practice optimization and “The YES Method” integration.

* What You Get: In-office observation and consult, 3-months on-site implementation management, unlimited access to advisor

coach during the partnership, leadership workshops, staff training,

* Follow-up: A 60 minute remote consultation session (30 days post-implementation) to evaluate and ensure progress.

* The Result: A self-sustaining, highly functional practice that reflects your vision and values.


The “YES” Advantage


The secret to progress is identifying the one growth constraint that, once removed, changes everything.” Not sure where to start? [Book a $99 Practice Reset Consult] and let’s find your path to “YES”.