Robert Napoli

Most leaders of mid-market financial firms struggle to manage the growing complexity of their technical ecosystem. You've moved past the point where an IT support desk or outsourcing alone is sufficient, yet technical chaos continues to erode profit margins.

I work with CEOs of financial services firms where technology is a high-stakes ecosystem. When your technical infrastructure fails to operate as an integrated whole, your EBITDA, revenues and regulatory standing are at risk.

You see the symptoms: data silos requiring manual reconciliation, headcount increasing just to manage software gaps, and an IT department stuck in reactive firefighting mode. Despite constant spending on new tools, systems feel more fragmented than ever, slowing your decision velocity and ability to respond.

The root cause of this friction is rarely your infrastructure or systems. It's the lack of strategy and direction for your technical ecosystem.

Your technology is not a list of separate tools but an interconnected system where changes in one area create friction in another. Most firms keep trying to "fix the tools" when they should be optimizing the ecosystem - driving technical debt, operational drag and margin leakage. The path back to predictability is shifting from reactive maintenance to proactive ecosystem optimization.

I step in as a Fractional CIO to set strategy and direct implementation. I don't just advise - I drive the work that reduces technical debt and aligns systems with financial objectives, turning your infrastructure into a predictable asset that protects profit and supports growth.

My engagements deliver three fiduciary outcomes:

✦ 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲: I transition firms from reactive maintenance to proactive ecosystem direction - uncoupling headcount from volume growth so infrastructure supports expansion without ballooning overhead.

✦ 𝗘𝗕𝗜𝗧𝗗𝗔 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 & 𝗦𝗽𝗲𝗻𝗱 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆:  I identify drag from fragmented, redundant or legacy systems. By consolidating your ecosystem and aligning tools with board-level goals, I recover significant annual spend and stop technical debt from eroding margins.

✦ 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲: I replace shadow IT and data silos with audit-ready, integrated environments - ensuring your data infrastructure remains an asset during regulatory scrutiny or M&A due diligence, not a liability.

If your technology is blocking growth rather than enabling it, visit Agile Tech Advisors and take our ITEO Diagnostic to identify where your margins are leaking.

Founder & CEO

I founded Agile Tech Advisors to provide businesses with the guidance and expertise they need to navigate the challenges and capitalize on the opportunities presented by technology. My extensive experience in IT leadership and consulting has shown me that companies need a strategic and proactive approach to technology management to thrive.

Agile Tech Advisors takes a value-driven approach to technology management, delivering tangible benefits and measurable outcomes that directly impact the bottom line. Our deep technical expertise and proactive approach enable us to facilitate innovation, streamline processes, and uncover growth opportunities while addressing potential cybersecurity and compliance risks.

Central to our approach is building meaningful relationships based on trust, integrity, and a deep understanding of your business. We do not believe in “technology for technology’s sake.” Your technology roadmap must align with the business and have clearly defined and agreed-upon goals. We take the time to understand your unique needs and offer customized solutions that maximize the effectiveness of your technology strategy and set the foundation for long-term success.

When you work with Agile Tech Advisors, you can expect measurable improvements in your business operations. Our results-driven approach, technical expertise, risk mitigation strategies, and commitment to building genuine relationships enable us to deliver maximum value from your technology investments.

Nancy Zare Ph.D.

Most people don’t struggle with sales because they lack confidence, credibility, or visibility.

They struggle because they’re having the right conversations at the wrong time.

I work with smart, values-driven professionals who are already respected in their fields—coaches, consultants, advisors, and credentialed experts—yet find themselves admired more than chosen.

Not because they’re doing anything wrong.

But because interest isn’t the same as readiness, and visibility doesn’t automatically create trust.

My work is grounded in psychology, not persuasion.

I help you understand how buyers actually decide, so you can recognize alignment instead of trying to manufacture it.

That shift changes everything.

Sales conversations soften.
Follow-ups feel natural.
“No” becomes information rather than a rejection.
And “yes” happens without pressure, scripts, or urgency tactics.

As the founder of Rapport Builderz and creator of the AlikeAbility™ System, I teach a permission-based, personality-aligned approach to selling that honors autonomy while still producing results. 

This isn’t about being passive or pushy. It’s about being precise.

When you learn to recognize readiness, selling stops feeling hard and starts feeling honest and fun.

I work with people who value connection first and guide them to attract the right clients ready to choose them.

Successful selling begins with knowing WHO you serve. 
Take the free quiz >Who Is Your Ideal Client< and find out. 
https://Bit.ly/QuizICP

To your sales success,
Nancy Zare, Ph.D.
Sales with Soul

Founder

I show entrepreneurs and small business owners how to sell with confidence, and get hired.

Do you struggle to keep your calendar full of amazing, paying clients?

In my 25 years as a psychologist and  entrepreneur, I've figured out how to attract and serve a full roster of ideal clients. What it takes is simple: a good niche, knowing how to prospect, and creating systems for continued success. But it isn't easily mastered alone.

Even the most talented, service-minded people stumble on sales calls, either because they are unsure of how to sell effetively or by accepting "no" too quickly. I can teach you how to overcome these obstacles to make more money with confidence and ease with my AlikeAbility(TM) System. You learn how to understand and communicate like your buyers. As a result, you become a magent for your dream clients, gain confidence in selling, and become fully booked.

Want to learn more? Book a time on my calendar: https://nancyzare.youcanbook.me

To your sales success,
Nancy
Dr. Nancy Zare

Nancy Ph.D.

What if the reason lead gen feels off for you

has nothing to do with your strategy?

And everything to do with how you’re wired to connect.

Most advice blames your inconsistency, unclear messaging, or lack of CTA.

But after 35 years studying buyer psychology, I’ve found this:

 👉 Your personality style shapes the way you generate leads
 👉 It influences who you attract, how people respond, and
 👉 Why certain “proven” strategies never feel quite right.

When it’s misaligned, lead gen feels forced.
 When it clicks, it becomes magnetic.

In this week’s Connections to Clients, I break down the 4 AlikeAbility™ Styles:
 ✅ What each style naturally does best
 ⚠️ Where each one gets stuck without realising it
 🔥 And how to create a lead gen rhythm that actually feels good

If lead gen has ever felt like pushing a boulder uphill, this will change how you see yourself — and how clients see you.

To your sales success,
Nancy Zare, Ph.D.
Sales with Soul

Helping values-based professionals sell without pressure or persuasion | Identify their ideal clients | Converse confidently and enroll over 50% of prospects into business

If you’ve ever wondered why lead generation feels effortless for some people and emotionally exhausting for others, here’s the truth most sales advice

Open article: How Personality Style Impacts Lead Generation by Nancy Zare Ph.D. • 5 min read

How Personality Style Impacts Lead Generation

Your LinkedIn profile is already selling.

The question is — who is it selling to?

Most profiles use the same message for everyone.

But prospects don’t think — or decide — the same way.

Last month, I reviewed the profile of a deeply experienced, highly credentialed professional.

On paper, everything looked perfect.
Impressive. Ethical. Smart.
But when I asked who actually reaches out to work with her?
She paused and said:
“People tell me I sound impressive… but no one starts a real conversation.”

Nothing was wrong with her profile.

But it wasn’t speaking the language of her buyer’s personality.

Her ideal clients didn’t want more credentials.
They were looking for a sense of resonance.

That feeling of:
“This person gets me. We’re alike.”

So we adjusted her headline.
Not louder.
Not salesier.
Just more aligned.

The shift in conversations was almost immediate.

Here’s the part most LinkedIn advice misses:

People don’t decide based on information alone.

They decide based on how safe, seen, and confident they feel in YOU.

Different personalities need different signals:

This belief is why Darlene Petrie and I launched sister newsletters:
Connections to Clients — How alignment builds trust that leads to yes
Connections to Conversions — How conversations become real opportunities

Two lenses.
Same foundation: connection before conversion.

If 2026 is your year to turn your profile into a lead magnet…
And your LinkedIn presence feels “good” but not magnetic —
We’d love to invite you to:

🗓 Magnetic LinkedIn Makeover
📍 January 27 at 5PM ET
🛠 A practical, guided session to align your profile with how your best clients make buying decisions.

Come join us — and write a profile that actually speaks their language.

To your sales success,
Nancy Zare, Ph.D.
Sales with Soul

Nancy Zare, Ph.D., Sales with Soul, in front of a LinkedIn profile.

Impressions don’t convert.

Alignment does.

I see this pattern on LinkedIn all the time.

Smart, credible professionals doing everything right:
Polished profiles, consistent posting, growing networks, even inquiries. And yet… 

Conversations stall. 
Momentum fades. 
Clients don’t materialize. 

Not because prospects aren’t interested, but because interest isn’t the same as readiness.

That’s the heart of the inaugural edition of Connections to Clients.

This issue explores what actually breaks down between visibility and clients, and why sales works best when we stop persuading and start recognizing where someone is in their decision process. 

When you understand buyer psychology and timing, conversations soften, follow-ups feel natural, and alignment replaces pressure.

I invite you to comment on the first issue of Connections to Clients.

Because conversions aren’t the goal.
Clients are.

Prospects don’t need convincing. They need alignment. A few months ago, a client came to me feeling frustrated and confused. She was doing everything 

Open article: Why Trust — Not Tactics — Creates Clients by Nancy Zare Ph.D. • 3 min read

Why Trust — Not Tactics — Creates Clients

The silent dealbreaker on LinkedIn is …
A profile that’s technically fine… BUT

Doesn’t sound like you.

Last week, I saw this stat from a survey by Kimberly Figueroa she/her/hers Figueroa:
🟣 60% of women entrepreneurs said their profile felt “satisfactory” or “boring.”

And it tracks.

Because behind every “meh” profile, I’ve seen the same thing:

A professional doing brilliant, values-led work, but shrinking online to avoid sounding pushy.

“Satisfactory” often means:
I’m proud of what I’ve built... but I don’t know how to say it without cringing.

“Boring” usually means:
This doesn’t sound like me, but I don’t want to come off too strong.

Do you identify?

Here’s the truth I’ve seen (over and over):
✨ The problem isn’t confidence.
✨ The problem is misalignment.

When your profile reflects your voice, your values, and your buyer’s mindset…
>> You stop sounding generic.
>> You start sounding resonant.
>> You stop second-guessing.
>> You start hearing, “You get me. We’re alike!”

Because a magnetic profile doesn’t shout credentials.

It mirrors your ideal client’s worldand positions you as the obvious fit.

If you’re ready to…
✅ Ditch the vanilla, “safe” profile
✅ Write like you talk (and like your buyers think)
✅ Create a presence that’s strategic and soul-aligned

Then join Darlene Petrie and me for The Magnetic LinkedIn MakeOver, Tuesday, Jan. 27 at 5PM ET.
https://lnkd.in/es-Q3DNQ

To your sales success,
Nancy Zare, Ph.D.
Sales with Soul

Your LinkedIn profile might look great…

But is it attracting the right clients?

Here’s the truth:Your dream clients aren’t judging your credentials.
 
They’re tuning into something much deeper —
Do they feel seen?
Do they feel safe?
Do they feel like you just get them?

If your profile tries to speak to everyone,
You end up connecting with no one.

When it’s aligned with how your dream clients think, decide, and buy —

Everything changes.

That’s why Darlene Petrie and Nancy Zare Ph.D. created Magnetic LinkedIn Makeover.

River Tamara Easter wrote: 
"I highly recommend this workshop. Nancy is a wealth of information and generously took the time to address all of my questions."

So — if 2026 is the year you want your profile to feel like you,
 attract the right prospects,
 and start more aligned conversations…

Join us on January 27 @ 5PM ET for:
👉 Magnetic LinkedIn Makeover

A guided, practical session to help you update your profile in a way that actually speaks to the women you’re here to serve.

This isn’t about being louder.
It’s about being more you.

Your LinkedIn profile is already working.

The only question is — who is it working for?

Because most people fail to realize:
Your buyer doesn’t care how impressive you are.

They care about how understood they feel.

Last month, I rewrote a LinkedIn headline for a brilliant, deeply credentialed professional.

On paper, she checked every box.
Smart. Ethical. Experienced.

But when I asked,
“Who’s actually reaching out?”
She paused.
Then said:

“People say I sound impressive…
But no one’s meeting with me.”

Her headline wasn’t broken.

It just wasn’t aligned with how her buyers make decisions.

They didn’t need more credentials.
They needed connection.
A sense of "this person gets me. We're alike!"

Once we adjusted the headline, not louder, not salesier, just better aligned with her values, everything changed.

Conversations started.
Interest deepened.
Leads warmed.

People don’t convert based on information.
They convert based on RESONANCE.

If your profile speaks to everyone,
It attracts no one.

If it speaks to the right style,
Trust accelerates.

This belief is what led Darlene Petrie and me to co-create two sister newsletters:

→ Connections to Conversions — how conversations turn into opportunities
→ Connections to Clients — how alignment builds trust that leads to YES.

Two angles.
Same truth:

CONNECTION BEFORE CONVERSION.

We invite you to subscribe.

And if 2026 is the year you want your profile to actually attract the right clients…
Join us on January 27 at 5PM ET for:
Magnetic LinkedIn Makeover

A guided, practical session to help you align your profile with how your buyers make decisions.
👉 https://lnkd.in/edCG9pyx
—
To your sales success,
Nancy Zare, Ph.D.
Sales with Soul

Nancy Zare, Ph.D., Sales with Soul and Darlene Petrie, Lead Generation Strategist.

“People love my content…
So why aren’t they reaching out?”

Sound familiar?

You’ve got:
A polished profile
Clear messaging
Deep expertise
And still — crickets.

Here’s why that happens (even to smart, values-driven professionals):

LinkedIn doesn’t reward brilliance.
It rewards resonance.

One client said it best:
“People say they love my posts.
But no one messages me.”
She wasn’t unclear about what she offered.
Her profile was articulate, thoughtful, and even impressive.

But that was the problem.

It sounded credible...
Instead of feeling relatable.

Her ideal clients were cautious, trust-driven, and values-led.
What they needed wasn’t more information.

They needed to feel:
Safe
Understood
Aligned

So we softened the tone.
We made it warmer, more human.
More you get me than look at me.

And almost instantly, the silence stopped.

If your profile doesn't match your buyer’s personality style, they won’t say no.
They’ll just say… NOTHING!

It’s not disinterest.
It’s misalignment.

This is what we explore in Magnetic LinkedIn Makeover.

Join Darlene Petrie and me on January 27 at 5PM ET.

Conversion doesn’t start with persuasion.
It starts with alignment.
Because when someone reads your profile and thinks —
"You get me. We’re alike."
That’s when trust begins.
If your profile feels accurate…
But ineffective…

You don’t need to change who you are.
You just need to show up the way your buyers need to see you.

To your sales success,
Nancy Zare, Ph.D.
Sales with Soul

Nancy Zare, Ph.D. Sales with Soul viewing a LinkedIn Profile.

taplio

The Battle

Robert Napoli

Nancy Ph.D.

Followers

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Performance ScoreNancy Ph.D.'s LinkedIn Performance

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taplio

The Battle

Robert Napoli

Nancy Ph.D.

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Nancy Ph.D.'s LinkedIn Performance

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Performance ScoreNancy Ph.D.'s LinkedIn Performance