Mr Earley is an approved Senior Consultant at Appleton Greene and he has experience in finance, human resources and marketing. He has achieved a Masters in Educational Psychology, a Bachelor of Arts in Psychology and Religious Studies and he is a Certified Financial Planner Practitioner. He has industry experience within the following sectors: Banking & Financial Services; Education; Non-Profits & Charities; Real Estate and Entertainment. He has had commercial experience within the following countries: United States of America, or more specifically within the following cities: Anaheim CA; Los Angeles CA; Long Beach CA; San Diego CA and Palm Springs CA. His personal achievements include: successful rollout of national training; improved sales team effectiveness; implementation of diversity training; increased sales & productivity and staff development & training. His service skills incorporate: technical training; subject expert; communications trainer; behavioral finance and project management.
To request further information about Mr. Earley through Appleton Greene, please CLICK HERE.
Mr. Earley is highly accomplished senior consultant with Appleton Greene with expertise in reducing costs, increasing efficiency, and stimulating bottom-line growth for startup, midsize, and multimillion-dollar organizations. His expertise spans multiple industries and sectors, across domestic and international markets. He offers a rare blend of finance & accounting leadership backed by operations, HR, marketing, business development, and technological background. Proven record leading financial restructurings and reorganizations in challenging settings. Manages negotiation, due diligence and integration processes surrounding potential and completed acquisitions. Coordinates effectively with cross-functional teams for the attainment of company goals. Core competencies include: Strategic Planning; Information Systems; Startup Operations; Due Diligence & Compliance; Finance & Accounting; Profit and Loss Management; Corporate Restructuring; Sponsorship Underwriting; Financial Analysis / Consulting; Business Forecasting; Market & Growth Analyses; Staff Management & Training
Creating Lasting Programs to help companies values and performance flourish. Refine the vision and mission using State-of-the-art technology. I create custom and advanced methodologies in many areas especially focused on your training and development culture. Tell me your companies goals, accomplishments , challenges and we’ll figure out the best way to solve them.
Brain Power + Analytics. I am more than just brains. I am people centric, friendly with a client-focused orientation and work collaboratively with you to find the best solutions.
Custom Solutions. I don’t try to fit your problems into any canned solutions. I design and create custom solution that have the best methods to tackle your unique problems.
User-friendly Results + Insights. We convey the results of sophisticated actions in a way that’s simple to understand and act upon.
Companies can elect whether they just require Appleton Greene for advice and support with the Bronze Client Service, for research and performance analysis with the Silver Client Service, for facilitating departmental workshops with the Gold Client Service, or for complete process planning, development, implementation, management and review, with the Platinum Client Service. Ultimately, there is a service to suit every situation and every budget and clients can elect to either upgrade or downgrade from one service to another as and when required, providing complete flexibility in order to ensure that the right level of support is available over a sustainable period of time, enabling the organization to compensate for any prescriptive or emergent changes relating to: Customer Service; E-business; Finance; Globalization; Human Resources; Information Technology; Legal; Management; Marketing; or Production.
My mission is defined by the guiding principles and goals we set forth for your company , that consist of only the highest-level professionalism in your desired respective areas of services needed. I have high expectations for your companies success and aim to make sure you accomplish your companies desire and target mission. Collectively as a team we will work to create a work culture we are all proud of. We are bound together by a set of core values that permeates everything we do to build your brand, product, service and mission
The following list represents the Key Service Objectives (KSO) for the Appleton Greene Training Facilitation service.
- Training Objectives
Aligning training goals with corporate goals uses a Training Needs Analysis assessment process. This helps to identify goals: that is; performance outcomes for a department, tasks needed to achieve those goals, the knowledge, skills and attitudes needed to perform those tasks. Training objectives and desired outcomes offer a framework for companies big or small. The key to this program is to assist trainers to organize the training by focusing on the key goals and eliminating unnecessary content. . Well defined learning objectives ensure that the desired training goals are met by offering a framework to review, assess and implement those programs. Learning objectives and outcomes are created to ensure that learners learn and practice the right set of skills, thus building knowledge and attitudes so as to meet the aims of the training program. Clear objectives and outcomes help in the continuous review of a training program to ensure that learners are focused on practices that are geared towards meeting established goals. Learning objectives and outcomes guide in the strategy and choice of the appropriate learning materials and methods for the training. These are key elements of any training program. So it is important for instructors and learners to carefully pick learning materials so as to maximize the benefits of a given training program. Learning objectives and outcomes help inform both instructors and learners about different sets of skills to be learned and to define and refine the overriding objectives.
- Training Strategies
A corporate training strategy is both an objective-based training policy and an integrated practical operational policy. This approach to planning is synthesized from a strategically planned assessment of productivity and corporate needs. Well defined learning objectives and outcomes help ensure that a given training program is balanced in terms of content choice and presentation methods. This is a critically important process for small to large corporations. Each phase of corporate training is integrated into the strategic blueprint. Typical planning may need to include a gamut of types of training. Leadership training, team building, management training, customer service training and performance training are common strategic staff development areas. A strategic training policy will be evaluated to see if it has; clearly defined goals, structures and methodologies.
- Training Integration
While it is common to focus on due diligence and performance improvement when creating training programs, it is also crucial to evaluate ways and methods to integrate training across the entire company. Melding departments, staff classification and tenure with distinct cultures can be like mixing water and oil. But, eventually the workforces, systems, and operations of a well-functioning organization must work side by side as a cohesive unit. One of the key elements in the integration process is communication; that is the key to a successful outcome. We explore and develop key messages for the company to encourage cooperation and team work. While inspirational, it’s unclear exactly how these messages help with integration. What do they mean by “teamwork” or “communicating more”? Does that mean more e-mails and staff-wide meetings? We will help to define methods and processes to help achieve this. It is likely to do a 360 evaluation of the company to gain a wide perspective of how processes, culture and change are being perceived. Training integration will address open communication, quickly addressing concerns, attempting to control rumors, and improved understanding of company culture.
- Training Measures
Strategic planning for corporate training practices is based on a range of measurable parameters that requires a strategic design. It may include quantified future requirements for productivity in terms of business goals. The plan should be systematic and creative, identifying areas of training improvements, creating structured organizational needs. Training requirements need to achieve measurable results. Many organizations prefer professional external training methods, because these can be measured at recognized industry standard levels. These types of training initiatives are also very beneficial for staff, and act as positive reinforcement in terms of employment values. Staff invariably respond very well to this type of training, which is valuable in its own right and acts as a true motivation and incentive. Training, development and education are important to an individual’s growth and an organization’s success. Engaged, motivated and trained employees are committed to achieving both personal and organizational goals. Positive employee morale and satisfaction lead to better performance, higher productivity levels, less employee turnover and reduced expenses for an organization. We understand the ever-changing challenges businesses face today, such as the need to develop leaders, improve time management, increase sales, address generational changes, build teams and enhance performance. Whether you want three or 3,000 employees trained, whether you are looking for one day or one year’s worth of training, one of our on-site training and development solutions will meet your needs.
- Training Review
This can be a general review of current processes and tests for quality control.
City of Long Beach
“Mr. Earley has successfully worked with several departments in the City to assist in our training programs. He bring good content knowledge, a sense of humor and clear illustrations to help us move forward in our classes. His objectivity has helped us to see areas for improvement and better clarity for some of processes.”
“The training provided by Mr. Earley was focused with his expertise in the financial planning and Estate areas. Many of our employees are nearing retirement and needed a process to evaluate their progress and success towards reaching their goals. We went through a very detailed review of budgeting, setting goals and reviewing financial assets. That process helped each member to begin to assess their own personal progress and changes needed. There was also a good educational section on Estate planning and the documents and tools that employees should know about to protect their assets and families.”
“Mr. Earley helped to implement a national program of formal fee based financial planning to our financial advisors. This was a 2 year program that include product design, software testing, field training an active case work with hundreds of advisors around the country. The field force was well educated but limited in their approach and work with clients. This project was a total redesign of our mission and scope of work with our clients. It required new training, new language and a different positioning of our model with clients and prospects. The effort was challenging and imperfect, but it led to a training of over 3000 advisors nationally, the creation and staffing of a call center and a new design and dialogue with our clients.”
Los Angeles City Colleges
“We have had a series of trainings from Mr. Earley over the past 3 years that have been met with success and good implementation. We have a training program for young Mothers that are disadvantaged and need some very special skills training around finances and communication. The students in this setting have been underserved for most of their lives and need both excellence in training and compassion with their situation. Our experiences have been wonderful with Mr. Earley on both accounts – bringing knowledge and humor to the classes.”
Joshua Tree Water District
“We have had a series of trainings with Mr. Earley during the past year with our management and our total staff. Our challenge has been to provide excellent customer service as well as practical tools for our team. Between the exercises, classroom training and discussion and follow up, we have seen improvements and good results in our targeted areas. We also are in a more remote part of the Coachella Valley, so finding a willing trainer to travel to us and give good follow up has been important and appreciated. We have appreciated his help and will look forward to other projects with him in the future.”
More detailed achievements, references and testimonials are confidentially available to clients upon request.
This service is primarily available to the following industry sectors:
Banking & Financial Services
This is a dynamic industry that is facing many internal and external challenges right now. From tighter margins to scrutiny through the newly implemented DOL rulings. The way in which financial institutions operates is changing from services, technology and customer service. Growth in assets in adverse market conditions was largely a result of recapitalization. International banks holds the largest share of the total, 56%. Fee revenue generated by global investment banking totals US$66.3 billion. Regulatory structure of the USA, resulting in a large number of small to medium-sized institutions in its banking system. Financial services are the economic services provided by the finance industry, which encompasses a broad range of organizations that manage money, including credit unions, banks, credit card companies, insurance companies, accountancy companies, consumer finance companies, stock brokerages, investment funds and some government sponsored enterprises. The financial services industry represents 20% of the market capitalization of the S&P 500 in the United States. The financial services industry constitutes the largest group of companies in the world in terms of earnings and equity market capitalization. However it is not the largest category in terms of revenue or number of employees. The challenges of an aging sales force and higher regulations are causing major challenges for this industry.
Higher education and educational services are changing and provide an ongoing challenge for training and development. The former traditional brick and mortar schools are being replaced by online, part time and virtual student experiences. Finding qualified instructors in any field is becoming increasingly challenging; it is important to inquire about this when researching potential companies. There is a potential danger to some areas of the field in future competition from online training courses, which are growing more and more popular as technology spreads. In addition, businesses face competition from free online resources and computer software. Overall, however, the field is expanding, educational services in the United States are forecast to grow by 5% per year over the next five years.
The entertainment industry is part of the tertiary sector of the economy and includes a large number of sub-industries devoted to entertainment. Many of their focus is still concentrated here in So California. However, the term is often used in the mass media to describe the mass media companies that control the distribution and manufacture of mass media entertainment. In the popular parlance, the term show biz in particular connotes the commercially popular performing arts, especially musical theater, vaudeville, comedy, film, and music. It applies to every aspect of entertainment including cinema, television, radio, theater and music. Part of my background has been my activity as a singer and a member of the SAG- AFTRA Union. Being an active performer has allowed me to experience some of the structure and underpinings of the industry. The global entertainment industry is expected to reach an estimated US $139 billion in growth over the next five years. This growth is likely to be driven by the acceleration of online and mobile distribution of movies, lower admission prices, and government policy initiatives in developing countries.
This is a huge part of the US economy from health care, property and casualty to the more traditional life insurance companies. The global insurance industry was sufficiently capitalized to withstand the financial crisis and most insurance companies have restored their capital to pre-crisis levels. With the continuation of the gradual recovery of the global economy, it is likely the insurance industry will continue to see growth in premium income both in industrialized countries and emerging markets. Advanced economies account for the bulk of global insurance. Technology is improving and changing the landscape of this industry – from applications, underwriting and claims. Certain segments of the industry – that is – long term care has come under great pressure also with fewer companies even writing that type of business.
The economic, financial and military pressures on global governments are especially high in today’s world. Those that perform best under pressure are armed with insight that helps identify new or missed tax revenue opportunities, reduce fraud and waste in human health services, effectively manage key military assets, and analyze and predict events related to security intelligence. From state and local issues – to national security at home and abroad, all levels of government are faced with the daunting task of collecting and analyzing data and assuring compliance, accurately and in real time.
This service is primarily available within the following locations:
Los Angeles CA
The economy of Los Angeles is driven by international trade, entertainment (television, motion pictures, video games, recorded music), aerospace, technology, petroleum, fashion, apparel, and tourism. Los Angeles is also the largest manufacturing center in the western United States. The contiguous ports of Los Angeles and Long Beach together comprise the fifth-busiest port in the world and the most significant port in the Western Hemisphere and is vital to trade within the Pacific Rim. Other significant industries include media production, finance, telecommunications, law, healthcare, and transportation.
San Diego CA
The largest sectors of San Diego’s economy are defense/military, tourism, international trade, and research/manufacturing, respectively. The economy of San Diego is influenced by its deep-water port, which includes the only major submarine and shipbuilding yards on the West Coast. Several major national defense contractors were started and are headquartered in San Diego, including General Atomics, Cubic, and NASSCO. San Diego hosts the largest naval fleet in the world: it is home to 53 ships, over 120 tenant commands, and more than 35,000 sailors, soldiers, Department of Defense civilian employees and contractors. About 5 percent of all civilian jobs in the county are military-related, and 15,000 businesses in San Diego County rely on Department of Defense contracts.
Palm Springs CA
The economy of Palm Springs is driven by tourism, real estate development, agriculture, medical and leisure activities.. While the Coachella Valley is known for golfing, heat and playground of the stars, it has become more of a year round community. Being only a 2 hour drive from both Los Angeles and San Diego, it is home to millions of visitors, conventions and corporate meetings annually.
Although known for its beaches and Disneyland, Orange county has evolved into a burgeoning center of business, finance and education. It is home to 30 major and smaller universities and professional schools which train thousands of students each year. UCI, Chapman University are two of the world renowned schools in the area known for both their undergraduate, but their law schools as well. Anaheim has continued to be a major magnet for tourism with several theme parks and employer of thousands of people. The accompanying hotels, restaurants and entertainment venues are a major driver of the local economy. Banking, financial planning firms and insurance companies also call OC their home. Major lending, claims and processing centers along with product development are leaders in the financial and business world.
Las Vegas NV
The primary drivers of the Las Vegas economy are tourism, gaming, and conventions, which in turn feed the retail and restaurant industries. The major attractions in Las Vegas are the casinos and the hotels. Most of the hotel casinos are in the city’s downtown area, which has been the focal point of the city’s gaming industry since its early days. An effort has been made by city officials to diversify the economy by attracting light manufacturing, banking, and other commercial interests. The lack of state individual and corporate income tax and very simple incorporation requirements have fostered the success of this effort.
This service’s current clients or employers include:
Welcome to AXA Advisors, an established financial services leader helping individuals and businesses define and meet their financial goals. Through offerings of financial planning, protection strategies, estate planning, investment services and risk management – the competitive advantage is yours for the taking. AXA Advisors is a subsidiary of AXA Financial and a member of the AXA Global Group, one of the world’s most admired financial services companies. Our professionals help develop customized financial strategies using quality products from over 100 companies. We have been dedicated to helping individuals and businesses build their financial futures since 1869. We are an industry leader in providing financial services and strategies to clients. In our Southern Californian offices, over 300 Financial Professionals and employees dedicate themselves each day to providing superior service for clients and delivering value for our shareholders. We often partner with our customers’ CPA and law firms to provide clients with the best strategy possible.
AXA – Click Here
Whether you’re fresh out of college, well on your way to living your dream or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. We can help you reach them with a personalized financial plan. We’ll apply time-tested strategies, provide expert advice and make recommendations based on your priorities. And as your circumstances and priorities change over time, we’ll work with you to revise your plan so you can meet each of life’s challenges head on, and celebrate your accomplishments along the way. What can you expect when you work with us? Learn more about our financial planning philosophy and process.
Northwestern Mutual – Click Here
When you have the right financial advisor, life can be brilliant. What matters most to you in life? It’s a big question. But it’s just one of the many questions an Ameriprise advisor will ask to get a better understanding of you, your goals and your dreams. Questions you might not hear from other advisors. Together, you and your advisor will consider all aspects of your financial life ensuring as your life changes, your plan does too. We’ll help you plan to cover essential expenses and determine how to fund the lifestyle you seek, prepare for the unexpected and leave the legacy you desire. All to help you live confidently. Both today and well into the future
Ameriprise Financial – Click Here
Los Angeles Community Colleges District
Over the past seventy-seven years we’ve served as educator to more than three million students. Affordable, accessible and practical, the LACCD offers opportunity to all. Our doors are wide open for a diverse student population eager for skills, knowledge and upward mobility. LACCD educates almost three times as many Latino students and nearly four times as many African-American students as all of the University of California campuses combined. Eighty percent of LACCD students are from underserved populations. Community colleges serve adults of all ages, meeting the needs of a society where “lifelong learning” is the rule and multiple careers and continual retraining are the norm. More than half of all LACCD students are older than 25 years of age, and more than a quarter are 35 or older. More than any other California system of higher education, community colleges offer a first – and a second – chance for anyone who wants to succeed. The mission of the Los Angeles Community College District is to provide our students with an excellent education that prepares them to transfer to four-year institutions, successfully complete workforce development programs designed to meet local and statewide needs, and pursue opportunities for lifelong learning and civic engagement.
Los Angeles Community Colleges District – Click Here
Joshua Basin Water District
Joshua Basin Water District is a Community Owned Water District. We are not a privately owned enterprise. Our Governing Board of Directors is elected by the people. Currently, we are the only “local government” for Joshua Tree, but our sphere of influence is confined to WATER–and ONLY WATER. Our mission is to provide a high standard of water quality and customer service at responsible cost; to protect the water resources of Joshua Basin Water District; to promote cooperation and respect with customers, employees, neighboring communities and public – private agencies.
Joshua Basin Water District – Click Here
- Brain storming
- Product review
- Product legacy
- Goal setting
- Target audience
- Sales review
Monthly cost: USD $1,500.00
Time limit: 5 hours per month
Contract period: 12 months
Bronze service includes:
01. Email support
02. Telephone support
03. Questions & answers
04. Professional advice
05. Communication management
The Bronze Client Service (BCS) for Training Facilitation provides clients with an entry level option and enables client contacts to become personally acquainted with Mr. Earley over a sustainable period of time. We suggest that clients allocate up to a maximum of 5 Key Employees for this service. Your Key Employees can then contact the consultant via email, whenever they feel that they need specific advice or support in relation to the consultant’s specialist subject. The consultant will also be proactive about opening and maintaining communications with your Key Employees. Your Key Employees can list and number any questions that they would like to ask and they will then receive specific answers to each and every query that they may have. Your Key Employees can then retain these communications on file for future reference. General support inquiries will usually receive replies within 48 hours, but please allow a period of up to 10 business days during busy periods. The Bronze Client Service (BCS) enables your Key Employees to get to know their designated Appleton Greene consultant and to benefit from the consultant’s specialist skills, knowledge and experience.
Monthly cost: USD $3,000.00
Time limit: 10 hours per month
Contract period: 12 months
Bronze service plus
01. Research analysis
02. Management analysis
03. Performance analysis
04. Business process analysis
05. Training analysis
The Silver Client Service (SCS) for Training Facilitation provides more time for research and development. If you require Mr. Earley to undertake research on your behalf, or on behalf of your Key Employees, then this would understandably require more time and the Silver Client Service (SCS) accommodates this. For example, you may want your consultant to undertake some research into your management, performance, business, or training processes, with a view towards providing an independent analysis and recommendations for improvement. If any research and development, or business analysis is required, then the Silver Client Service (SCS) is for you.
Monthly cost: USD $4,500.00
Time limit: 15 hours per month
Contract period: 12 months
Bronze/Silver service plus
01. Management interviews
02. Evaluation and assessment
03. Performance improvement
04. Business process improvement
05. Management training
The Gold Client Service (GCS) for Training Facilitation is intended for more detailed evaluation and assessment, that may require your Key Employees to have monthly meetings or interviews with Mr. Earley. These meetings and interviews can be conducted over the telephone, Skype, or by video conference if required. The consultant can also attend your business premises, an Appleton Greene office, or another mutually beneficial location, but please note that clients are responsible for the costs of any disbursements separately, including travel and accommodation. This service enables you to integrate the specific skills, knowledge and experience of your designated consultant into your Key Employee management team. The Gold Client Service (GCS) can also incorporate training workshops, business presentations and external meetings with customers, suppliers, associations, or any other business-related stakeholders.
Monthly cost: USD $6,000.00
Time limit: 20 hours per month
Contract period: 12 months
Bronze/Silver/Gold service plus
01. Project planning
02. Project development
03. Project implementation
04. Project management
05. Project review
The Platinum Client Service (PCS) for Training Facilitation is our flagship service and will be required if you need Mr. Earley to facilitate the planning, development, implementation, management, or review of a particular project relating to his specialist subject, which would obviously require more time and dedication. This service enables you to reserve up to 12.5% of the consultant’s working month and provides a more hands-on service as and when required. If you need more time than this, then this can always be arranged, subject of course to the consultant’s ongoing availability. The benefit of having an external consultant involved in projects is they provide an independent perspective and are not influenced by internal politics, day-to-day responsibilities, or personal career interest. They provide objectivity, specific knowledge, skills and experience and will be entirely focused upon the tasks at hand. The Platinum Client Service (PCS) will provide your organization with a valuable resource as and when you need it.