At Elevate, we push firms to uncover their true differentiators based
on purpose, culture, and experience. We’re driven to help people and
firms realize their beyond.
we are different on purpose
we know our stuff.
Our veteran team members each have between 20 and 40 years of industry experience.
you've got this.
As an extension of your team, we’re invested in your success.
no cookie cutters.
We deliver customized, right-sized solutions.
flexible and nimble.
Circumstances change, so we pivot with you.
we've got you covered.
Our comprehensive team can deliver on all of your needs.
GET TO THE HEART OF ISSUES
Elevate is focused on solutions. To get there, we ask your team questions, probe for information, and listen openly to ideas and concerns. We have an uncanny ability to unlock issues.
OBJECTIVE & ACCOUNTABLE
Personal agendas can be detrimental to progress. We create an even playing field while keeping conversations focused on strategy and managing the room – even with the most senior firm leaders..
SET THE TONE
Using a third-party facilitator opens internal conversations that might not occur in firms independently.
NEUTRAL TO DECISIONS
Our independent perspective allows you to better resolve alternative viewpoints among participants and keep the meeting on track.
MANAGE PERSONALITIES
Managing dynamics can be difficult. Our facilitators are trained to ensure that everyone has a say and no single viewpoint dominates the discussion.
TAKE CARE OF PREP WORK
Good preparation is a key to successful planning. We save you time by handling most of the prep work for you.
MANAGE TIME & CONVERSATIONS
Elevate keeps meetings on task
and on topic. We save off-topic discussions for later consideration and keep the group focused.
DOCUMENTATION & NOTES
We provide actionable documentation of outcomes
to include discussion summaries, session outcomes, and agreed-upon next steps.
EXPERIENCE & BEST PRACTICES
We bring best practices from the collective experience of our veteran team and their deep-bench in the professional services industries coupled with a commitment to
next practices gained through continuous learning.
balanced leadership
Luck has been defined as what happens when preparation meets opportunity. Jen Newman and Doug Parker spent 20+ years preparing for the day an opportunity presented in the form of Elevate Advisors. And when it did, a partnership was created drawn from shared passion and complimentary experiences in the world of professional services marketing, BD, and operations.
Jen, the consummate business developer, is a connector of people and creator of ideas. Doug, a brand champion and lover of words, thrives on directness and deadlines. The result is a uniquely balanced partnership ... and a constant drive to deliver results!
So, is this luck? We sure think so!
