How She Got Here

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Sherri began working as a Business Coach at Pareto Systems in 2005 where she worked with financial advisory teams all over North America and continues to work in collaboration with Pareto Systems today.  In 2014 she co-founded Mindset Consulting allowing her to work extensively with an exclusive group of advisory teams.   

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During her nearly 20 years of coaching, she’s had the opportunity to develop and deliver customized training programs for several financial firms throughout North America.  In fact, she works collaboratively with Terry to deliver their corporate solution of group coaching, which allows them to assist a larger number of advisory teams with their Practice Management endeavours.  They have formed long-standing relationships with a select group of the top-tier financial firms in the US and Canada.      

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Previously, Sherri spent nine years working directly in the financial services industry where she naturally gravitated to developing systems and process – to create order and quality control for all aspects of the client experience.  This is in fact, where she was introduced to coaching via Pareto Systems in 2002 – 17 years ago.  Combined, her direct industry knowledge and coaching experience provide her with 24 years of unique insight, which puts her in a solid position to help teams fully implement a results-driven process.