Success Stories
Amy Beattie
Co-Founder -- CUSO Financial Services
As Co-Founder of CUSO Financial Services, I had the opportunity to take advantage of Rosanne’s many skills over the past 20 plus years. She worked for our firm as a Recruiter in the early days and also as a Consultant, Trainer and Coach. In 2009, we hired her as a Program Manager overseeing the activities of Financial Advisors in the Southern California territory. She was very successful in that role and we offered her the opportunity to start a new department for us called Learning and Development. In that role, she used her skills to create training and coaching programs to assist both our Financial Advisors and their teams as well as our home office staff become more productive. I recommend her to any business or financial planning practice that is interested in going to the next level.
Lexy Haynes
Social Media and PR Manager -- American Specialty Health
“I have used Rosanne for a variety of coaching reasons and every time have been thrilled and extremely grateful for her talents. She has coached me on time management and drastically improved my relationship with my inbox; and she has coached me on manager skills and helped me become a more structured, supportive, and fair supervisor. Rosanne is not a coach who tells me what decision to make, instead she provides the resources and guides me down the right path so I can better make decisions on my own. She equips and empowers me to take control of my life, and I return to her teachings time and time again. I have found the tools I learned from her so useful that I regularly pass them on to others - including my family members and coworkers alike. Rosanne is a highly gifted, intelligent woman who is empathetic, experienced, and kind. Employees feel understood, trusting, and safe with her. Whether you’re looking for a coach for yourself or your team, hire Rosanne. You’ll be so glad you did.”
Mark Hoaglin
Certified Financial Planner
Executive Director, Managed Programs
“I have had the pleasure of working with Rosanne for many years in a number of capacities. During our time working together at CUSO Financial Services, Rosanne started the Dream Builder program there. I had the opportunity to work with her in her role as a mentor for that program. She is an excellent coach and facilitator. She is one of the most caring and down to earth people I have ever met. She is a terrific listener and her varied experience gives her a wonderful advantage in providing coaching for career as well as personal goals.”