Hello, I'm Christy!
I help business professionals all over the world outperform the competition by turning their lukewarm clients into raving fans and transforming the confidence of their teams.
What’s the secret?
Effortless connection.
Confident, effective language that meets people right where they are.
People who ignore client relations end up losing business.
Are you so busy chasing new opportunities that you neglect the great people who already placed their trust in you? What happens when a client needs your attention and you’re not available? Can you carve out time for them without sacrificing something else? If not, are you confident your team will supply service with the proper tone? Are you sure your clients are Feeling the Love that attracted them in the first place? Who speaks the language they need to hear when you’re not around? This is a big deal.
It's easy to prioritize function and analysis, numbers and timelines. It’s less easy to put your finger on that special something that makes your business stand out from the rest. You AND your team MUST connect with clients; be ready to engage when a need arises; AND work a contacting cycle to show clients you care BEFORE there’s an emergency. When soft skills are treated like an afterthought, clients feel overlooked and underappreciated. And they will walk away.
Language matters. Nuance and humor matter. You, along with every member of your team, want to connect with the people you work with. It’s a mistake to push ‘soft skills’ to the background. Results matter, yes. And, people need to FEEL good when they’re working with you. These days, they expect it. And they should.
I get worked up about leaving opportunity on the table. Your work changes lives. I want you to succeed by creating real connection. I coach you (or your team) to polish personal communication style while recognizing personality traits of those you encounter –making every single person feel like an A+ client whenever they interact with your office. In a world that’s increasingly fragmented and lonely, you will build relationships. The exciting part is that while you use the art and craft of big-hearted connection, you witness the change. You’ll see the response. Someone meeting your team knows they are in the hands of professionals who care about them. Your clients become lifelong fans who introduce you to their colleagues. Everyone wins.
I refuse to sit by and watch a good practice stagnate from lack of inspiration. I can’t stand to see loyal team members lose their spark. There will be no overwhelmed workers on your team. They deserve to feel capable as well as excited to show up every day.
If you’re seeking client relations coaching for your team, personal English Language one-on-one sessions, or a custom package, I’m here to help.
Talent for communication
Pamela Masters Associate Financial Representative to Felix Tuccillo III | Wealth Management Advisor | Northwestern Mutual Jamison, PA
"Christy has a real talent for communication. Her program provides insight to genuine customer services, advising ways to communicate with all personalities, and putting systems in place for seamless routines. She teaches habits that help to structure your professional and personal life. Whether reinforcing your growing practice or a refresher for the way we interact with one another in our daily lives, I recommend this program for everyone."
Financial Professionals saw Results and asked me, How Are You Doing That?
I am a master of "PLEASANT PERSISTENCE"
Every day, my goal is to engage people, to charm clients and prospects into active relationships. They call me the Unicorn because what I do is rare. The corporate world can feel cold and impersonal, and I don’t like it that way. I focus on personality understandings and warm-hearted connection, and the results are undeniable. When people feel good, customers become long-term clients who refer their trusted friends to the business.
Like talking with a warm and insightful friend
Maria Gorgolini | Owner, Villa d'Elsa | Tuscany, Italy
"Christy helps me keep my English fresh. I run a villa in Tuscany, and many of my guests are Americans, Brits or Australians, so it's important to feel confident when I speak with them. Christy makes the work a pleasure. Her vocabulary and sentence structure are high level, and I learn new expressions every time we talk. Whatever the topic, Christy has familiarity with current events and a strong grasp of human nature which lend richness to our conversations. It never feels like a lesson, only like talking with a warm and insightful friend. Christy's ability to develop ease with speaking your second --or third-- language is top notch. I give her coaching 10 stars!"
My Offerings
Book a free 20-minute consultation so that I can create a tailored coaching program for you and your team!
English Mastery - 1:1 Coaching
In my frequent travels, I see people doing business across the globe using
the English language, but it's not their 1st language, and the barriers to real connection are frustrating.
What professionals really want is to level up and add nuance to their English.
When we can access our natural ability to express ourselves—with eloquence and ease—we achieve more engagement and a better sense of connection...
and what do we need more of in the world, but understanding and connection?
Together we'll work on custom designed scripts while building cultural and personality understandings, to help you respond to people right where they are.
And as you achieve English Mastery, you’ll become more confident.
You’ll create genuine relationships and the business grows.
Everybody wins.
Custom Roadmap to Success
You have a problem, but it’s a good problem.
In the beginning, you worked closely with your clients and your team.
You were everything, for everybody.
Now, your practice has grown.
You're at capacity!
Running hard, feeling tapped out.
It's a lot, being the only Rainmaker for your business.
Work has changed. Remote offices...all those virtual meetings... it's tough to maintain warm connections with your clients. Your team's working hard, too, and developing Crucial Soft Skills becomes a time-consuming challenge.
(And just maybe, they see the "relationship stuff" as your job.)
I help identify overlooked opportunities to strengthen relationships, working with you to create a custom roadmap to success. And a system to keep it all cycling efficiently.
There's a bit of magic too, when
Your Team becomes Co-Rainmakers!
You make the rain and I make the rain keep falling.
My Signature Course
8 Weeks to Client Relationship Mastery
The foundation of my coaching, teaching the science behind big-hearted, efficient client relations.
Discover new ways to breeze through the Client Engagement Cycle effortlessly. Simplify communication using cutting-edge CRM technology for easy contact management. Foster genuine connections through warm and friendly interactions, whether by phone or in writing. Boost confidence with personalized templates and scripts. Take client relations to the next level, providing top-notch service at every turn.
I work with your team to:
Offer record-breaking service and earn high income
Grow Client Retention
Increase Client Referrals
Retain Team Members' Loyalty
Take time to enjoy the rewards that come with meeting your goals
"Above and Beyond"
James Russo - Financial Advisor - Northwestern Mutual
Christy went above and beyond to help us interview and get to the right person for the team. And its really comforting as an advisor and business owner that she is constantly checking in to see if there are any major things to work on. She was also very patient in working through our almost 6 month transition in between staff. While training staff its also amazing to have qualified 3rd party to refer to for not only myself but for the staff too. She is such a wonderful person to talk to with great energy!
Schedule a Free Strategy Call to learn more
What kind of coaching do you need? Is it for you? or your team? or both? We’ll create a customized program for your growing business. My digital course, 8 Weeks to Client Relationship Mastery, helps your practice build systems and be more relational, less transactional.
Your raving fans -- I mean, devoted long-term clients! —will feel compelled to introduce their trusted friends to your business.
ABOUT CHRISTY
I founded Ogilvie Consulting because I saw a need for big-hearted connection in the business world.
I created a system for coaching financial service professionals to grow their success through concierge style client relations and savvy tech solutions. This became the digital course, 8 Weeks to Client Relationship Mastery.
Executives and business owners began seeking me out for effective, nuanced communication development. Many professionals are proficient in English but not eloquent. They want to improve their ability to connect with clients and employees; or they are non-native speakers looking for more ease—and humor—while speaking their second language.
The balance between art & marketing is my craft.
I teach people to use their innate personalities to create memorable interactions.
I hold a certification in
Teaching English as a Foreign Language
and in English proficiency exam preparation.
In 2014, I entered the business world after spending years working in the arts as a performer and educator, so I look at professional situations through a different lens. It’s become an advantage—I’m like an outdoor cat, recognizing how alien insider jargon sounds, and translating it in a way that defies formality. My entire focus is creating big-hearted relationships, one by one.
As a coach, I show people that their natural manner is the BEST, while modeling how to read and respond to others as they ARE, in the moment. My superpower is a persistent belief in your ability to hone your skills. We practice together and uncover your innate style. I reflect back to you the strengths you don’t realize you possess until you attain mastery, and integrate new habits into your day to day. If you’re looking for someone who is never boring, and uses no cookie cutters, talk with me.
The results:
Each practice I work with has tracked tremendous growth in income AND in client loyalty. They've seen
risk production rise 34%+
investment income growth of 30-45%
and in 2021, a record 67% in investment income growth
Client Stories
The Gold Standard
“Christy joined our office in 2014 and quickly demonstrated her ability to connect with and re-engage clients. Simply put, I have observed Christy to be the most effective Communications Manager in my 30+ years with Northwestern Mutual. She is the Gold Standard in my eyes. Advisors who work with Christy have calendars filled with appointments.
She has contracted with several practices in my network, coaching staff and advisors in the art of communication, while leveraging today's technology. Her techniques are efficient, effective, and transferable.
I highly recommend advisors of all levels consider working with Christy to spur growth and lifetime relationships with their clients.”
Thomas E. Goris, Jr. CLU, ChFC | Managing Partner, Northwestern Mutual Greater Chicago
A Strong Endorsement
“Colleagues I respect told me I simply must bring in Christy to teach a clinic. Consultants call on me a lot, but seldom one with such a strong endorsement. I was excited to bring in Christy to add value with my financial planners, both veterans and rising. She did not disappoint. I got wonderful feedback: the techniques she uses enhance the core fundamentals learned in the Advisor Academy. Some of my people have remained engaged with Christy, and hired staff trained by her to help with their communication efforts. I look forward to working with her in the future!”
Harry Mathur CFP® ChFC® CLU®RICP®CLTC® | Managing Director, Financial Advisor | The Mathur Financial Group, Northwestern Mutual
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Not only for new hires but a great resource for seasoned team members. Everyone can learn something from Christy’s course!
"8 Weeks to Client Relationship Mastery is nothing short of 5 stars! I took this course recently as a “refresher." It is just as wonderful in the new format, packed with everything you need to be successful. Christy’s experience shines through with each module of the course. From templates to language, each week you'll become more comfortable and your confidence will grow. Truly all the tools you need to be successful, all while having Christy at your side every step of the way!"
Mary Marsalla | Client Relations & Marketing, Northwestern Mutual
Schedule a Free Consultation about your practice.
We will create a custom roadmap for your success.