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About Elevate

At Elevate, we push firms to uncover their true differentiators based on purpose, culture, and experience. We’re driven to help people and firms realize their beyond. 

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we are different on purpose

we know our stuff.

Our veteran team members each have between 20 and 40 years of industry experience.

you've got this.

As an extension of your team, we’re invested in your success.

no cookie cutters.

We deliver customized, right-sized solutions.

flexible and nimble.

Circumstances change, so we pivot with you.

we've got you covered.

Our comprehensive team can deliver on all of your needs.

 

GET TO THE HEART OF ISSUES

Elevate is focused on solutions.
To get there, we ask your team questions, probe for information,  and listen openly to ideas and concerns. We have an uncanny ability to unlock issues.  

OBJECTIVE & ACCOUNTABLE

Personal agendas can be detrimental to progress. We create an even playing field while keeping conversations focused on strategy and managing the room – even with the most senior firm leaders..

SET THE TONE

Using a third-party facilitator opens internal conversations that might
not occur in firms independently. 

NEUTRAL TO DECISIONS

Our independent perspective allows you to better resolve alternative viewpoints among participants and keep the meeting on track. 

MANAGE PERSONALITIES

Managing dynamics can be difficult. Our facilitators are trained to ensure that everyone has a say and no single viewpoint dominates the discussion. 

TAKE CARE OF PREP WORK

Good preparation is a key to successful planning. We save you time by handling most of the prep work for you.

MANAGE TIME & CONVERSATIONS

Elevate keeps meetings on task
and on topic. We save off-topic discussions for later consideration and keep the group focused. 

DOCUMENTATION & NOTES

We provide actionable documentation of outcomes
to include discussion summaries, session outcomes, and agreed-upon next steps.

EXPERIENCE & BEST PRACTICES

We bring best practices from the collective experience of our veteran team and their deep-bench in the professional services industries coupled with a commitment to
next practices gained through continuous learning. 

balanced leadership

Luck has been defined as what happens when preparation meets opportunity. Jen Newman and Doug Parker spent 20+ years preparing for the day an opportunity presented in the form of Elevate Marketing Advisors. And when it did, a partnership was created drawn from shared passion and complimentary experiences in the world of professional services marketing and business development.

Jen, the consummate business developer, is a connector of people and creator of ideas. Doug, a brand champion and lover of words, thrives on directness and deadlines. The result is a uniquely balanced partnership ... and a constant drive to for results!

 

So, is this luck? We sure think so!

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HEAR FROM OUR CLIENTS

“Elevate has brought clarity to a process that we have struggled with - positioning us to hit the ground running. Elevate's genuine interest in our success is apparent in all of our interactions.” 

ROSEANN SCHMID, PE CEO, FISHER ASSOCIATES