Core consulting Practice areas
Financial Wellness & Retirement Consulting
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Corporate Financial Wellness Programs
Design and deliver employee programs focused on budgeting, debt reduction, retirement readiness, and overall financial health.
Retirement Plan Consulting
Advise plan sponsors on plan design, governance, fiduciary best practices, and participant engagement.
401(k) Education & Employee Workshops
Simplify investment concepts, educate employees on contribution strategies, and improve plan participation.
Financial Literacy Seminars
Education sessions on saving, credit, investing, and wealth building.
Emotional Intelligence & Leadership Development
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EQ-i 2.0 & EQ360 Assessments
Administer, interpret, and coach leaders, teams, and organizations on improving EI competencies.
Leadership Coaching
1:1 and group coaching to strengthen communication, empathy, and resilence.
Manager Training
"Leading with Emotional Intelligence" programs for emerging and mid-level leaders.
Organizational Culture Consulting
Assess and improve team dynamics, morale, and conflict resolution through EQ frameworks.
EI for Sales & Client Relationship Teams
Applying emotional intelligence to improve client engagement and sales performance
Business Coaching & Strategic Advisory
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Business Planning & Growth Strategy
Develop business models, marketing strategies, operational plans (especially for wellness, fitness, or service-based companies).
Executive Coaching
Support leaders in aligning business objectives with personal leadership growth.
Change Management Consulting
Guide teams through transitions, mergers, or reorganizations with empathy and structure.
Client Experience Transformation
Help companies redesign client touchpoints to drive retention and satisfaction.
Wellness & Performance Programs
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Corporate Wellness Integration
Blend physical fitness, financial literacy, and emotional health into a unified program.
Community Wellness Partnerships
Collaborate with nonprofits and city agencies to deliver health equity and wellness programming.
Fitness Business Consulting
Advise gyms or community centers on operations, membership strategy, and program diversification.
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Signature Workshops & Speaking Topics
Emotional Intelligence & Leadership
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Introduction to Emotional Intelligence
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Emotionally Intelligent Leadership
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Financial Literacy
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Mind & Money Mastery
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Retirement Ready: Plan with Purpose
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Don't just save ---Invest
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Health & Fitness
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Active Aging
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What People Say
Jeffrey is without question one of the most compelling thought leaders whose insights are timeless, compelling and grounded in real world perspective. The pragmatic nature of the action plans he develops delivers measurably powerful results.
MAURICE BELLFIELD, Executive Director, Strategy & Operations| Chief of Staff - Bristol-Meyers Squibb
What People Say
Jeffrey saw talent in me that I did not recognize myself. He is an excellent identifier of talent and provides thoughtful as well as insightful guidance and suggestions. His ability to dialog and exchange ideas without interjecting his ego is a rare talent. I would not be in the role I am today were it not for Jeffrey planting the seed he did.
Duane Roebuck, Sr. Channel Manager of Retail & Emerging Technologies - BlueStar
Past/Present Clients
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What People Say
“Jeffery is a creative facilitator with keen awareness of the critical business case for cultivating emotional intelligence. Jeffrey’s expertise in organizational savvy, leadership development and coaching make him a “go to” person to propel individuals and organizations to higher levels.”
- Jeanne` Bradford, Sr. Clinical Oncology Specialist/Field Based Trainer - Genentech
Jeffrey is without question one of the most compelling thought leaders whose insights are timeless, compelling and grounded in real world perspective. The pragmatic nature of the action plans he develops delivers measurably powerful results.
MAURICE BELLFIELD, Executive Director, Strategy & Operations| Chief of Staff - Bristol-Meyers Squibb
Jeffrey has an innate ability to lead and inspire. He helps individuals see past thier own boundaries so that they can achieve thier goals. His integrity and strong character are revealed in the work he does and relationships he builds.
- Jeannine M. Patterson,
Vice President, General Counsel Planning and
Jeffrey has an innate ability to lead and inspire. He helps individuals see past thier own boundaries so that they can achieve thier goals. His integrity and strong character are revealed in the work he does and relationships he builds.
- Jeannine M. Patterson,
Vice President, General Counsel Planning and Administration | Chief of Staff - Ameriprise
PlanPILOT has leveraged Jeffrey to assist our firm with hiring decisions to ensure candidates we may add to our staff compliment our team. The stakes are high in hiring the right candidates and Jeffrey's insight has been very beneficial.
- Mark Olsen,
Managing Director-PlanPILOT
Jeffrey utilizes a strategic and intuitive approach of helping clients get “comfortable being uncomfortable” to guide them out of their comfort zones in a way that minimizes discomfort and amplifies desired results.
- Angel Chapman,
Senior Internal Audit Manager - Railinc
Jeffrey saw talent in me that I did not recognize myself. He is an excellent identifier of talent and provides thoughtful as well as insightful guidance and suggestions. His ability to dialog and exchange ideas without interjecting his ego is a rare talent. I would not be in the role I am today were it not for Jeffrey planting the seed
Jeffrey saw talent in me that I did not recognize myself. He is an excellent identifier of talent and provides thoughtful as well as insightful guidance and suggestions. His ability to dialog and exchange ideas without interjecting his ego is a rare talent. I would not be in the role I am today were it not for Jeffrey planting the seed he did
.
- Duane Roebuck,
Sr. Channel Manager of Retail
& Emerging Technologies - BlueStar
Jeffrey has helped me navigate my entire career beginning with my internship at Fidelity Investments during college to my leadership roles within financial analysis and management at other large corporations. Jeffrey is highly skilled and knowledgeable in career planning and coaching. I have been able to grow my career and challenge mys
Jeffrey has helped me navigate my entire career beginning with my internship at Fidelity Investments during college to my leadership roles within financial analysis and management at other large corporations. Jeffrey is highly skilled and knowledgeable in career planning and coaching. I have been able to grow my career and challenge myself in ways I never imagined based on Jeffrey's professional counsel.
Kelly T. Roebuck,
Financial Planning and Analysis Manager -
Cincinnati FInancial
Thank you Jeffrey for mentoring me through the interview process. It helped tremendously.
- Donald Joseph,
Associate Director- US Diversity & Inclusion - Novartis
,
As an attendant of one of Jeffrey's emotional intelligence training workshops and an honored mentee, I've been graced with Jeffrey's Keen and effective leadership. Expect immense immense growth after a session with Jeffrey. Your guaranteed to be elevated to crush any goal.
- Ebony Dickerson, CEO
HBW Extensions
Jeffrey Scott, LLC
