Actionable Advice for the Motivated!
The road to performance has twists and turns. RBTL can help you navigate your current path and prepare you for what may be ahead. As an employee or business owner, the turns from sole contributor to manager to leader to enterprise leader present different challenges and skills. RBTL can inspire you and your collective broader organization to optimal performance.
TYPES OF ENGAGEMENTS
Board Memberships
Perhaps the highest level of ongoing collaboration. Board membership participation fosters discourse with other key advisory members, which allows for optimal strategic and tactical guidance aligned with your corporate vision.
Mentoring & Executive Coaching
Mentoring for young professionals is a courtesy free service (e.g., job search, interviewing skills). Engagement with executives is reserved for those truly motivated to collaborate confidentially with a coach. Level of engagement varies depending on scope and needs.
Investment Committees & Consulting
This provides a more focused advisory capacity as it relates to goals-based investing through asset allocation and portfolio construction to the end goal of effective communications to stakeholders. Service for family offices, institutions, RIAs and other.
Project Management & Consulting
For organizations that not only want an advisory partner, but also need help rolling up the sleeves to help get things done. Change management engagements would fall under the service.
RBTL Management, LLC 