At Moxie, we believe in unlocking untapped potential by focusing on what’s right with you, not what’s wrong. Using the research-based Gallup CliftonStrengths assessment, we uncover your unique strengths to create a truly personalized experience tailored to your goals. We take the conceptual and turn it into the practical—crafting actionable, results-driven plans, strategies, and systems that empower you or your team to thrive. Whether you’re building your business or transforming your organization, we help you harness your strengths to achieve sustainable success.
Strengths-Based Business Development
Women in Financial Services
Are you an early to mid-career female financial advisor? You’ve already proven you have what it takes to succeed—financially thriving, leading with integrity, and building a solid foundation of loyal, respected clients. But beneath that success, you might feel frazzled, disorganized, or as though you’re constantly juggling too many balls.
You don’t need a cheerleader. You need a partner to help you streamline your business, build sustainable systems, and harness the unique gifts that make you stand out in a male-dominated industry.
We start with your one-of-a-kind Strengths DNA using the Gallup CliftonStrengths tool. This isn’t life coaching (though we recognize life often intersects with business)—this is business building. Together, we think big and then dive into brass-tacks strategies to:
Clarify and align your goals.
Develop customized workflows that enhance your strengths.
Build a sustainable, scalable business without losing your sense of self.
This is about harnessing your gifts, not hiding them, and creating a business that reflects your values, vision, and resilience. Bring your hunger, enthusiasm, and readiness for the next big step. Moxie will help you unlock the full potential of your strengths to create a thriving, fulfilling practice.
Organizations and Teams
Using the Gallup CliftonStrengths assessment, we help teams uncover their natural talents and create pathways to higher engagement, collaboration, and performance. From team workshops to strategy sessions and ongoing consulting engagements, our work empowers organizations to thrive. We specialize in:
Retention & Wellbeing: For teams grappling with high turnover, disengagement, or burnout, we focus on fostering wellbeing and connection to improve retention and productivity.
Conflict & Communication: When miscommunication and unhealthy conflict disrupt collaboration, we help strengthen trust, clarity, and teamwork through a shared strengths-based language.
Change & Growth: Navigating big changes like restructuring, leadership transitions, or rapid growth? We provide tools and strategies to align teams and adapt to new dynamics effectively.
New Dynamics: For newly formed teams or those with fresh leadership or members, we accelerate integration to help everyone hit the ground running.
Untapped Potential: If your team senses there’s more talent and capability than is currently realized, we’ll help unlock that potential to create meaningful impact.