Creative Planning Business Services

As a Senior Business Manager, I’m focused on building and leading a Business Development Representative (BDR) team to drive sales growth and expand market reach. I also work closely with franchise and co-op dealer networks, helping them streamline, automate, and outsource key business operations to improve efficiency and profitability.

Beyond growing the dealer network, I also design and implement sales enablement programs, equipping sales teams with the tools, training, and automation they need to close more deals and scale their success. My role is helping teams perform at their highest level through BDR development, dealer support, or strategic sales enablement initiatives.

Partner/Senior Business Manager

As a Business Manager, I play a pivotal role in supporting Creative Planning Wealth Managers by engaging directly with business owners and leadership teams across various business lines, including Business Tax, Audit & Attest, Outsourced Business Accounting, Payroll Services, Technology, Mergers & Acquisitions, and Consulting and Enterprise Solutions.

Senior Business Manager

As a part of the Business Advisory Team, we are responsible for solving complex problems that span multiple areas of expertise. We work primarily with privately held companies in construction, healthcare, manufacturing, real estate, non profits, agriculture, and franchises.

Business Advisor and Channel Leader

Client service is at the heart of BerganKDV's position as a Midwest leader in Professional Services, Enterprise Resource Planning, Human Capital Management, Outsourced Payroll, Bookkeeping, Sales & Use Tax, Security, and Managed IT.  Executes collaboration between all team members to fully service clients through an amazing customer experience.

Market Leader

Collective Data

We provide back end solutions that ensure the public and everyday consumer has access to what they need.

Collective Data provides high-end asset management software that has supported private companies and government agencies for over 20 years. Our signature products, collectiveFleet®, collectiveQuartermaster®, and collectiveFusion® are used by hundreds of organizations that value intuitive and productive software. Our customer base spans from mid-sized to large operations. The products’ modular and configurable architecture, as well as the ability to integrate with other software, is what sets us apart.

Regional Sales Manager

Iowa Realty

HomeServices of Iowa is a full-service brokerage consisting of five company brands; Iowa Realty, Iowa Realty Commercial, Berkshire Hathaway HomeServices First Realty, Midland Title & Escrow, and Iowa Title Company. We have offices located throughout the Des Moines metro as well as the Cedar Rapids area. We employ over 200 employees and support over 900 agents. HomeServices of Iowa is a subsidiary of HomeServices of America, which is comprised of over 30 top real estate companies creating the second largest, full-service real estate brokerage firm in the United States.

Regional Manager

GreatAmerica Financial Services

Vice President, Sales - Office Equipment Group

Our team works to develop successful relationships with IT Resellers and Managed Service Providers across the United States.  We help to educate, train and further develop the valuable impact of having a solid financing strategy and partner.

Director of Business Development, Data and IT Services Team

I work hard so my partners succeed.  I am in the business to give value, be a resource, and help my vendors be more successful tomorrow then they were today.  I help them become more successful by providing solutions that enhance and empower their business to grow.

Vendor Relationship Manager

Human Resources Specialist (Talent Acquisition)

LLB Executive Partners

Find and place executive level talent exclusively in the Financial Services industry with an emphasis on auditing, compliance, accounting, analysis.

Our firm also has specialists in sales, engineering, and telecommunications.

Account Manager

Mount Mercy College

Recruiting and advising non-traditional students.

Transfer Coordinator

BankIowa

Provided support and services to all commercial clients within the Cedar Rapids, Iowa market.

Commercial Banking Assistant

Greater Cedar Rapids Open

Facilated and aided in organization/fundraising of Iowa's largest professional golf tournament.

Executive Director (Contract)

From a dusty backyard with a worn-out tire to the corridors of modern businesses, my journey has been anything but ordinary. As a kid, I didn’t have the innate talents some of my peers did. Instead, I found my strengths in persistence, waking up early, throwing that baseball, hitting a golf ball, and pushing myself to run miles before sunrise, so I could be active enough for my kids.

That drive is what led me to the world of business. My curiosity often prompts questions, such as how a business can automate its processes to grow or how leadership dynamics can change the trajectory of an organization. I've worked with businesses to modernize their core functions and, more importantly, to tap into the potential of their teams. To me, leadership isn’t just about guiding—it's about recognizing and valuing each member's contribution.

Over the years, I’ve become the go-to person for organizations wanting to break through their status quo. Be it aligning a C-Level team or diving deep into organizational health, my approach is always rooted in real-world understanding and experience.

And when I’m not immersed in business strategy? I’m at home, a proud keeper of The Greenlee Zoo. My pets—a motley crew of dogs, cats, guinea pigs, and a bearded dragon—remind me of the diverse challenges and joys of life. They've taught me patience, adaptability, and the importance of finding joy in the small things.

In essence, I’m a firm believer in growth, change, and the potential in every situation—be it in business or life.

Chad Greenlee

One Minute Media

Every 5–10 years, a new wave hits marketing — and small businesses get left behind.
The internet. Email marketing. Google. Social media.

The story’s always the same: big brands jump in early, small businesses get sold watered-down versions years later… too late, too expensive, or too complicated.

This time is different.

Streaming TV is the biggest advertising shift in a generation.
Households are cutting cable. Eyes are glued to connected TVs. But while viewership has exploded, local ad dollars haven’t followed. There’s a gap — a wide-open opportunity — between attention and ad spend.

That’s where One Minute Media comes in.

We give small businesses access to the same programmatic streaming inventory as the Fortune 500 — think Hulu, YouTube TV, Peacock, and 350+ top-tier apps.

We combine hyper-local targeting (ZIP+4, address-level geo-fencing, keyword targeting, retargeting, and first-party CRM lists) with done-for-you creative, strategy, and campaign execution.

And we track what matters — not likes, but foot traffic, view-throughs, and conversions — so business owners can finally know what works.

If you're a small business tired of being late to the next big thing — this time, you're early.

Founder Of One Minute Media

SEO Expert

SEO Expert is the premier Digital Marketing Partner in Des Moines, Cedar Rapids, Iowa & the Universe because we don't just help with one thing, we help with everything marketing. If you need a beautiful optimized website that draws your customers in through emotion we have you covered. It is a great strategy to bring us in, from outside your industry because we pride ourselves on helping you craft your brand's message & marketing in a different way that separates you from your competition. THEN we implement the digital strategy to compete and win.

President

The 7 Hour Sales Academy

The 7-Hour Sales Academy

The "7" Pieces of Content Every B2B Sales Rep Needs
(And How to Create Them on Auto-Pilot)

The Free Email Course That Will Teach Sales Leaders and Sales Reps How To Create 7 Pieces Of Content!
(Allowing Your Target Decision Makers To Spend Time With You While You Sleep)

Whether you are an overwhelmed Sales Leader who has tried creating consistent sales content...
Or a high-performing Sales Rep who knows there is an easier way to break down doors of decision makers but always resorts to the dreaded cold call.
This FREE course will have you creating a library effortless content that will drive $$$.

Created By Kyle Steele
"Making Sales Content
7 hours at a time."


"Google's research reveals that, on average, consumers spend 7 hours researching a product, engage with 11 touchpoints, and do so in 4 different locations before making a purchase decision."

Let's Get Started:

Enter Your Email Here
Send Me The Content!
Want a sneak peek before joining the waitlist?
Here's everything we will cover in seven days to get you creating "7" B2B Pieces of Content.:
⏰ Content Piece 1: Create a Personal Origin Story and Stop Being A Sales Clone
⏰ Content Piece 2:: Develop An Educational Briefing That Gets You Noticed
⏰ Content Piece 3: Answer Buyer Questions Upfront with Your FAQ Video.
⏰ Content Piece 4: Social Proof With A Testimonial or Case Study Video.
⏰ Content Piece 5: Stay on Everyone’s Radar with a One-Minute Weekly Video Series.
⏰ Content Piece 6: Time For Your Non-Cast Podcast (Authority Shorts)
⏰ Content Piece 7: Own Your Space with Bold Opinions as a Contrarian Opinionator.

Founder The 7 Hour Sales Academy

LinkedIn Strategy Experts

My name is Kyle Steele and I have built an entire career on LinkedIn and I have done it by DOING. I have been able to land high-paying clients, build an authentic & engaged tribe, landing 6 figure salaries & most of all build lasting connections.  LinkedIn has been the catalyst to my success. I am not one of these fly-by-night LinkedIn gurus, in fact, my first LinkedIn post was terrible however, it got me started. I have a great network that I can sell to, they can sell to me or we can connect others to make business happen

Premier Plus 

The perfect combination of Sales & Marketing, sprinkled with the ability to lead a dynamic team. That is the role and I feel that my career has reached a perfect crescendo in combining all of my skills into one dynamic role as Chief Revenue Officer here at Premier Plus!

Chief Revenue Officer (CRO)

Amur Equipment Finance

The Leasing world has allowed itself to bore people to sleep, Not US! NOT AMUR! We are revolutionizing how we connect with Small Businesses and keep the REAL economy moving, the economy of MAIN STREET AMERICA, not Wall Street. 

Bringing Digital Innovation with a human touch, that's what I do.

Director Of Digital Marketing

Senior Account Manager

HomeServices of Iowa

Director Of Marketing

YetiNova LLC

"From Frustration TO Innovation" YetiNova LLC was founded to alleviate some of the many frustrations of every day life with simple, innovative and sleek products for your home & beyond.  The FIRST of many products is set to launch Summer of 2017 working to solve your Dishues- more to come!

Founder & President

Helping Telecommunications and Data Vendors grow their business through financing and ansillary products that we offer.

Director- Large Accounts West

I led a group of 14 cross trained multi functional individuals and have helped numerous GreatAmericans cultivate their career at GreatAmerica. In this role I was responsible for knowing all functions and being able to answer all questions and issues that we encountered on a cyclical basis.

Team Leader The Pacific Southwest Team Office Equipment Group

As the Senior ASA I was a mentor for others within the team on handling customer questions, creating creative solutions to issues and helping others become the well rounded, cross-trained GreatAmericans we expect them to be.

Senior Account Support Advisor

Intermec by Honeywell

In this role I was responsible for working with our customer base to ensure they did not have any interruption in service by renewing annual or multi-year service contracts.

Contract Administrator

Hi, I’m Kyle
I am not an expert videographer or trained marketer.

In fact, in 2017, I was a high-achieving sales rep who thought corporate marketing was bullshit, LinkedIn was fake, and cold-calling was how you made six figures.

I built my first business by falling in love with short-form video content.
Man, I sucked when I first started.

The camera was at the wrong angle, with double chins, and nose hairs galore. I talked about Bob Ross and tried to incorporate it into business (not an easy analogy).

It took me 27 weekly videos to land a client from the effort. 
And on the 26th video, I was seriously thinking about giving up.

I realize I am not giving you a good reason to hire me.

I mean, who would trust someone without a college degree or any formal marketing training to be The Director of Marketing for the largest Real Estate Firm in Iowa or the Director of Digital Marketing for a large National Bank or the Chief Revenue Officer for a multi-state construction company, but they sure did.

Now, when I say I come from the marketing school of hard knocks. That is literally how I cut my teeth. Walking the main street of a small town, and knocking on doors to gain my first SEO client. I built my video brand the same way, one bad video at a time, making all the mistakes, but sticking with it.

This means I know the struggle and the paralyzing fear of imposter syndrome.

I have been through it all. Posting a video with no engagement. Family making fun of you. Friends not supporting what you are doing. Giving up, bouncing back to create another successful one.

I know that making videos is hard (it does get easier) and attracting the right clients is overwhelming.

I know, if you trust me like the others did, I will help you nail it.  

💪 I love mentoring and leading people, and most of all creating great content that makes the world a better place. Follow #oneminutewednesday



🥤Serve cool & enjoy!

taplio

The Battle

Chad Greenlee

Kyle Steele

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?