Poterus Consulting

Poterus Consulting Our wheelhouse? Personal & professional growth. We make strategic thought, action planning and accountability every day behavior. Welcome to Poterus Consulting!

I'm Greg Bishop and I'm glad you stopped by…

I have over 15 years of leadership experience in Financial Services and have served as the Director of Marketing and Practice Management for both MetLife and Guardian firms. I traveled all over the country as a Strategic Consultant and along the way, started putting together a Practice Optimization program I thought would drive advisor productivity. La

st year, I formalized it all when I launched Poterus Consulting, a company with a process that focuses on seven areas: Vision, Goals, Communication, Roles & Responsibilities, Marketing, Financials and Accountability. My current clients are predominantly financial advisors and wholesalers but because the process transfers well across industries, I am getting interest from CPA firms, law firms, and real estate firms. Does this process work? Is it successful? On average, my clients are up 41.25% in 2017, so I am going to mark that down as a WIN…

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Charlotte, NC

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+17047782869

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