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Jody Jacobson, PhD, MSBA

Dr. Jody Jacobson, CEO of The Human Skills Institute. As a business strategic consultant and marketing coach, Jody helps her clients get next level success for the long-term. She works with financial advisors and other professional service providers and business owners and leaders who care deeply about enhancing their clients’ well-being while creating a more vital business for themselves and their team. Jody helps them zoom out to see the big picture and act strategically so they get next level results. She also helps them “put on their own oxygen mask first” so their business thrives, and they can do more of the work they love, long-term.

With over 20 years of experience working with business owners and leaders, Jody helps her clients achieve rapid results while building long-term success. Whether you want to convert more ideal clients, increase per client revenues, get more done in less time, hire and retain an assistant, or systematize your business, she will help you have the strategy, focus, and know-how to be the best you in your business and life. Never one-size-fits-all, she tailors her approach to each client's unique needs and style.

Jody finds that financial advisors (and others) often get stuck because of fundamental problems with their business and marketing strategies or mindset—not knowing when to zoom out from details to see the big picture, perfectionism, doing without defining a clear purpose or target market, using approaches that no longer work for them, and undervaluing their time and expertise. She demystifies the business and marketing sides of business, which is why her clients typically say, “Wow, now that you’ve made it so simple, I can do that!”

If you’d like to talk with Jody about your business goals and aspirations, please use the box on this page to schedule a complimentary Get Acquainted Call.

 

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purpose or target market, using approaches that no longer work for them, and undervaluing their time and expertise. She demystifies the business and marketing sides of business, which is why her clients typically say, “Wow, now that you’ve made it so simple, I can do that!”

Jody's Credentials:

  • PhD in Social Psychology and Organizations from Tilburg University (The Netherlands)
  • MSBA in Management-Organizational Dynamics from Bucknell University
  • Certified Book Yourself Solid® Business Development and Marketing Coach
  • Certified Appreciative Inquiry Master Practitioner (strength-based coach and facilitator) from Case Western Reserve University and NTL
  • Author of Organizational ADD: Refocusing Your Business for Growth – Strategic Thinking for Long-term Profitability.
  • Recognized expert on transforming “accidental adversaries” dynamics in individuals and businesses— when decisions and actions unintentionally sabotage business owners' and team success. Dr. Eric Schmidt, Alphabet Chairman and former Google CEO, offered rave reviews about the importance of her work for leaders dealing with the human skills side of business leadership.

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