If you’re competent, trusted, and already doing real work in finance, risk, audit, compliance, or capital markets - but your career isn’t moving the way it should - this is the conversation you’ve been missing.


In raises earned for our clients
Interviews landed
Jobs secured
In client ROI
You don’t have a performance problem. You have a positioning problem. Most careers don’t fail loudly. They don’t crash. They don’t implode. They don’t break. They quietly miss their window. Not because you’re not good enough. But because once you reach a certain level, effort stops being the lever. Perception does. Readiness does. Narrative does. Political safety does.
The CLIMB+ Career Strategy Audit is a short 15-25 minute conversation. It exists to help you see what’s actually happening — and what to do about it. It’s a short, structured conversation to:
identify what’s really holding your next level back
name the most likely path forward
leave you with clarity, not motivation
you are in finance, cyber, AML, or audit & compliance
you’re not promoted at the rate you should be
you’re doing work above your title or band
you feel close, but not crossing the line
you’re tired of guessing what actually matters at this level
I’ve spent years helping high performers in AML, Audit, and Compliance build careers on their terms, careers that reflect the impact they’ve made and the value they bring.
Learn search techniques that unlock opportunities, from specialized job postings to insider networks most people don’t even know exist.
Create opportunities through real planning, skill building, and the kind of mindset that sets you apart, because strategy beats effort every time.
Master being comfortable in uncomfortable situations through self-affirmation and expert guidance.











WHAT WE OFFER
Our Services

AI Booking Bots
We'll help you set up trained conversation AI chatbots that convert your leads to booked appointments via SMS, Chat Widget, FB Messenger, IG DM, WhatsApp, and more.

Voice AI
We'll help you set up a voice AI receptionist that can handle 100 calls simultaneously, can answer questions about your product, do live hand-offs and schedule call-backs.

AI Review Automation
We'll help you set up an automated review system, as well as have our AI leave thoughtful replies to all current and future reviews.

Database Reactivation
Sitting on a list if old leads? We'll help you resuscitate hundreds of "dead" leads with our proven 3-point Database Reactivation System

Custom Websites
We'll help you create a custom SEO-optimized website for your industry complete with a highly converting form and chat widget, which are hooked up to our powerful AI chatbot

Paid Ads
We'll help you create highly converting ads to generate leads in your industry - we specialize in Meta (FB & IG) Ads & Google Ads (Search PPC)