"Our organization was about to launch 5 new products within an 8 month window. I felt we could use some help in improving the overall process — from the look and design, to communication and follow-through. Patty's name was recommended as a no nonsense, direct, to-the-point person who had years of experience in this area.
Patty wasted no time in gathering the right people, evaluating our situation and leading us through helpful evaluation to make excellent enhancements to our deployment process. There are many valuable assets Patty brings to the table, but I felt her understanding of the Field Representatives' perspective was very helpful. In addition, unlike most consultants, she didn't simply make a recommendation. She created buy-in from the staff, delegated tasks and assigned deadlines.
After's Patty's help on a couple of projects, I can confidently recommend her as a competent professional. Her name is permanently affixed to my Rolodex."
W. Kenny Massey
CEO
Modern Woodmen of America
I have known and worked with Patty for more than 10 years. I view her as an extension of my team. Patty began working with me as a facilitator for my annual planning, and has expanded her services to become my personal and professional coach. As a result of her input, feedback, encouragement, and coaching our sales have doubled in the past 3 years!
I have no hesitation recommending Patty to anyone interested in improving their practice.
Ralph Pence
Founder
Wealth Concepts, Coppell, Texas
"Wow!!! What a fantastic job you did for us. I thoroughly enjoyed the process. More importantly, I think our entire office was energized by the experience. It validated some of what we were doing and gives us a blueprint for success. Be assured we will follow it to a T!!!"
Larry Vandeven
Regional Director
Independent Distribution Network
Penn Mutual Life Insurance Company
"During the 20 years that I had direct involvement with Patty she brought our expertise to a new level by helping us to focus on developing realistic business plans and gave us excellent training tools to help carry the plan out to completion. She is well organized and had the respect of every member of my team."
Robert Wade
Regional Vice President
Ohio National Financial Services
"As project manager for a wide variety of training design projects I often rely on strategic partners and external resources to deliver relevant content to my clients. Patty Carbee and PLC Associates has been a wonderful resource for me. She is knowledgeable, talented and committed to what she does. Importantly, she's out there every day working with clients to create solutions that work in the real world. I appreciate her commitment to the industry, award winning work and most of all her responsiveness to her clients and business partners."
Delores R. Freitag
Director, Project Management
LIMRA International
"I have known Patty Lavigne professionally for over 20 years.
When Patty told me that she had started her own consulting firm, I believe I may have been one of her first clients. I did so because I know the value that Patty brings to the planning and implementation process to any project that she undertakes. Her knowledge and background in the financial services business allows her to handle each and every process as a unique process with it's own challenges, and allows her to develop customized plans that get to the heart of every problem and resolve those issues with a definitive time frame in mind.
Initially, I contracted Patty for a small project, but was so impressed by her work that I took on a 12 month retainer. The results of her work with my agency has already paid dividends, but more importantly, have given the foundation to get to the next level and more.
I would whole heartedly recommend that anyone that wants to grow distribution, develop plans, or implement stalled plans speak to Patty."
James C. Pierce
President
National Legacy Group
"I have worked with Patty for a long time. Her ideas and techniques for achieving one's goals and objectives are fabulous. Patty's planning strategies provide 'next steps action plans' that are working models for success. As an active collaborator Patty will take you through every step of the specific assignment, from marketing and business development to a robust sales plan. But perhaps one of Patty's best qualities are her coaching skills. Her model provides tools and tips to assist successfully completing the 'next steps'. Patty is a powerful resource to help you or your organization grow to a dramatic new level."
Bill Biordi
President
M Benefits Group
"I have worked with Patty for nearly ten years first as a direct report, and then as a hired consultant. I would highly recommend her. She is a talented and creative individual. She is able to help identify issues and then work as either a team member or team leader to address these issues and bring forth a successful resolution. A very capable leader, educator and executive I know she would bring great value to anyone looking for assistance."
Larry Mast, CLU
Executive Consultant
"I was looking for someone to help me create a start-up company, taking a proven marketing system and turning it into a turn-key transferable program. Patty Lavigne, at PLC and Associates, was the name that kept coming up. I did my due diligence checking references and everyone I spoke with was more than satisfied with her services.
Patty has undertaken many challenges on my behalf in a rather short period of time. I had a long established history and a lot content, yet there were many missing parts that Patty was able to assist in putting into place. We started with creating a defined business plan that drove the development of everything else we needed — a new website, training materials, Power Point Presentations, written articles, communication materials and documented processes and procedures. Everything has been done within budget and projected time frame.
We have been able to learn to trust one another because Patty has all the necessary skills. She understands what needs to be accomplished and is open and willing to accommodate needed changes. One example related to our business plan development. Rather than spending three days of intense face-to-face planning meetings we spent two hours a day over the phone weekly to gather the necessary information and have our required discussions. The result was a very detailed business strategy and action list.
Patty, has worked well with all my other team members and at times requiring special skills. In addition, she was there when we gave our corporate presentations while always looking for better ways to learn how to change presentations while acknowledging what was working well and what needed changing to become more effective.
Although we are approaching working together for nearly one year we have yet to meet face to face during this entire time. We have established effective communication via email, phone, Logmein software, and Go to Meetings.
Is the pope Catholic? Is Patty most Precious? You are correct on both accounts!"
Karl Bareither, CLU
Wealth Transfer Specialist
Founder, FBR System
