Patty Kreamer is a Certified Professional Organizer, Productivity Coach, speaker, author and Partner\/Co-Owner at Referral Institute of Western PA, LLC. She works directly with financial advisors to help them develop strategic practice management processes in order to become more productive and perform better. \nPatty coaches her clients to:\n\nEnhance productivity with efficient systems throughout their business\nHone time management skills\nDeclutter physical, electronic, emotional, mental and brain clutter to enhance efficiency and live the life they want.\n\nPatty is a national speaker who customizes programs for regional, national, corporate and association audiences on topics that focus on organization and simplicity. She is a sought after speaker and often asked to return time and time again. \nPatty is the author of But I Might Need It Someday, The Power of Simplicity, and The Clutter Rescue Course™. Patty also co-authored Success Simplified with Stephen Covey.\nPatty and her business partner Michelle Donovan use a team coach approach. Michelle is the "Referability Expert" who coaches clients to build their business by stellar referral marketing and Patty coaches them to manage the success issues that develop with significant growth that Michelle helps them create.\nPatty was the Founding President of the National Association of Professional Organizers - Pittsburgh chapter and Past President of The National Speakers Association - Pittsburgh chapter. Patty was recently named Women's Business Network's Woman of the Year as well as one of Pennsylvania’s Best 50 Women in Business and one of Pittsburgh’s Fastrackers.
Like what you see? Make sure you're getting it all
Get news and analysis for wirehouse and regional broker-dealer advisors