Holly Buchanan works with companies who want to take a more customer-centric approach to their business. She works with specific groups or entire organizations by helping them look at their customer experience through the credibility lens of different customer segments.    

Consulting services include:

Marketing reviews

Sales training

Credibility coaching

Customer persona development

Interactive workshops

Program development

Contact Us to learn more about how we can work together.  

Thanks again for our relationship and for being such a valued partner! You’re the best Holly and this initiative couldn’t be where it is today for us without you. It represents one of the most significant initiatives that I have been a part of over these past 45 years.

Mike Kochenour

President, York Traditions Bank

Both, male and female, advisors who have attended your workshops have given great feedback. Interestingly, advisors who have been in the business for many years (25+) have found as much value in it as have newer financial professionals.

Suly Salazar-Layton

Genworth Financial

Words cannot convey my true gratitude and appreciation for what you do for us. Your constant support, motivation, your thought-provoking questions and ‘being there’ for us always help us to move closer to our dream of scaling up Life & Money. I am and we are really lucky. Thank you so much for your generosity and partnership!

Partha Ivengar

CEO, Life & Money