Sherri Palle,

Senior Business Consultant

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She LOVES What She Does

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Sherri is fervently committed to helping financial professionals either fine-tune or completely reengineer their advisory practice to create success by systematizing and growing their practice. 

 

She will become fully entrenched in your business to provide the best advice possible.  She is known for her high-energy calls which provide motivation, enthusiasm, and thought provoking ‘aha moments’ – making these calls something the entire team looks forward to.    

 

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Where It All Began...

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Sherri began working as a Business Coach at Pareto Systems in 2005 where she worked with financial advisory teams all over North America and continues to work in collaboration with Pareto Systems today.  In 2014 she co-founded Mindset Consulting allowing her to work extensively with an exclusive group of advisory teams.  During her 16 years of coaching, she’s had the opportunity to develop and deliver customized training programs for several reputable, successful financial firms throughout North America.   

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In 2021, the stars aligned and she found herself with the exciting opportunity to co-found and launch The Women Are Here, with Marci Fried and Elaine Christakos.  There was an instant, intense and unstoppable inspiration by this group of women to develop a program BY women FOR women in the financial services.  Our soul purpose is to Empower, Energize & Elevate as many women as possible.

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Previously, Sherri began working directly in the financial services industry in 1996 where she naturally gravitated to developing systems and process – to create order and quality control for all aspects of the client experience.  She was introduced to coaching via Pareto Systems in 2002 – nearly 20 years ago. 

 

Combined, her direct industry knowledge and coaching experience provide her with over 25 years of unique insight, which puts her in a solid position to help teams fully implement a results-driven process. 

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Education & Credentials

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• Master of Business Administration (MBA) University of Victoria, Victoria BC.

• Bachelor of Commerce (Marketing) Mount Allison University, Sackville NB.

• Canadian Securities Course (CSC) and Conduct & Practices (CPH)   

• Professional Financial Planner (PFP)

• Certified Professional Consultant on Aging (CPCA®)

• Certification in Life Coaching & Mindfulness

• Reiki Mastery

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