Ruschelle Khanna Consulting

Family enterprise and family office leaders improve strategic thinking, creative problem solving, and effective communication. I provide customized wellness strategies for family offices including: Executive Coaching for C-Suite members, mediation, medical advisory, and disability friendly stewardship curriculums for families, focusing on enhancing governance and succession.

Self-Employed

Ruschelle Khanna, LCSW PLLC

Sort the complexities of family & business… 
So you can foster strong relationships, and wealth across generations.

My focus includes:

Couples Therapy
Peak performance
Conflict Resolution for family business owners
Lyme Disease

Learn more at ruschellekhanna.com

Owner

Samaritan Daytop Village, Inc.

— Developed and managed the program of Federal Probation Contracts/State Parole tax services.
— Supervised Masters Social Work Students (NYU) and oversaw OASAS audits/budget compliance.
— Directly supervised clinical staff regarding individual, couples and group therapy for substance abuse and dually diagnosed clients.
— Oversaw health insurance enrollment program for accurate billing.
— Managed flow of clients entering and being discharged from the program.

Clinical Director

Counseling Service, Eastern District of New York

— Facilitated weekly case conference meetings and chart reviews to monitor clinical and case management compliance.

— Lead weekly orientation of new members and represent the agency to the community and referral sources.

Assistant Clinical Director

Confidential 

— Created itineraries for travel arrangements and provided ongoing support for the client regarding all aspects of project organization/development as well as health maintenance, social calendar and travel

— Communicated with accounting department regarding all financial planning and bill payments

— Collaborated with healthcare team to develop and improve client spatial awareness, organization, and social interaction

— Identified areas of risk and used analysis to mitigate and execute protocol for Crisis Management 

— Provided behavioral education and support for mood disorders

Private Mental Health Consultant and Advocate

The Schwarzman Animal Medical Center

— Compiled and analyzed data from monthly reports to prepare directors' presentations to executive management.
— Acted as liaison between departments and client/physician to enable effective communication and smooth transfer of information.
—Played key role in marketing efforts for department as well as the entire hospital.
—Evaluated needs assessments for quality improvement of resident and intern health.
—Conducted weekly counseling session for groups and individuals.

Grief Counselor

Fractional Chief Learning Officer For Family Office & Enterprise II Author, Therapist, Consultant - Resolve Conflict / Heal Trauma / Build Wealth

You've built a thriving family enterprise but when it comes to the inner workings of your family or your legacy, things can feel more complex, fragile, or unresolved.

Maybe you’re...
Facing succession with uncertainty because the next generation isn’t aligned or prepared (due to failure to launch, anxiety or a chronic health issue).

Dealing with long-standing emotional or relationship patterns that keep resurfacing in leadership or ownership conversations.

Watching wealth become more of a wedge than a bridge and unsure how to turn that around.

Meanwhile, the world is changing. AI is advancing rapidly. And families like yours are asking:
How do we stay human AND remaining relevant?

I specialize in guiding legacy families through these exact moments.
Families call on me when there’s a lot at stake: identity, inheritance, well-being, and the future of the enterprise.

As a fractional Chief Emotions & Wellness Officer I handle all the details pertaining to your family's wellbeing. I blend trauma-informed family systems work, ancestral healing, and cutting-edge technology strategy to support cohesive, resilient, and visionary family offices and enterprises.

✨ Family Insight Circle™
A half-day facilitated family experience (like a 360° review), but for your communication. Compassionate, judgment-free, and results-oriented. Families leave with clarity, healing, and a practical roadmap forward.

✨Crisis & Complexity Navigation
When a family member is facing mental health challenges or executive burnout, I help families respond effectively without damaging relationships or derailing operations.

✨Family Learning Plans for Stewardship
In partnership with Tamarind Learning I develop and facilitate learning plans for next generation leaders in financial literacy and stewardship. 

Ready to unlock the health and connectedness your family team deserves?

Go to my booking link & schedule some time to get on a call.
https://www.lifestyleforlegacy.com/contact

Ruschelle Khanna, LCSW

The reason I haven't been on LI as much...

Happy Holidays from the Khannas!

Chief Emotions & Wellness Officer for Family Firms ❤️🧠 I Generational Healing Expert I Making Wellness A Priority I Click the Link to Book A Consultation⬇️

Amplify Your Voice Studio

After years in the C-Suite as a Strategic Leader inside the financial services industry, I started Amplify Your Voice to help firms take ineffective marketing efforts, identify a purpose-driven strategy and implement it to drive revenue growth. In other words, I’m hired to understand your “why” and direct your “what” and “how.” Emotional intelligence is my secret sauce for actively listening to your client’s needs and getting your team motivated and on board aligned behind a common goal.

With 22+ years of financial services marketing experience, my passion has always been in assisting companies and their expert teams in achieving their goals. Whether it's expanding your business or enhancing your brand's presence, as a marketing consultant I can provide the necessary assistance. My deep understanding of the financial services industry allows me to tailor marketing strategies and training programs specifically for your firm's unique needs. Utilizing my expertise in emotional intelligence, I can equip your teams with essential tools to excel in establishing mutually beneficial relationships.

MARKETING & PRACTICE MANAGEMENT EXPERTISE
Brand Building & Storytelling
Media Strategy Development & Media Relations
Demand Generation & Account Based Marketing Campaign Management
Data Strategy, Analytics, & Artificial Intelligence
Team Building, Leadership, Mentorship, & Employee Engagement
Marketing Tech Stack Integration into CRM 
Corporate Sponsorships & Advertising
Reporting, Analysis, & Board Support
Growth & Business Transformation Frameworks
Product & Thought Leadership Content Strategy
Event Strategy & Practice Management Program Development 

BEHAVIORAL SCIENCE EXPERTISE
Market & Customer Research
Customer Segmentation & Target Pesona Development
Emotional Intelligence Assessment & Individual Coaching
Group Training & Workshops
Podcast Host/Guest
Subject Matter Expert
Keynote Speaker

President & Founder

MUA®

MUA—which stands for Me, Us, All—is a performance-building company that uses software and coaching to improve employees' overall job performance. So employees can do more in less time while increasing the bottom line.

Book a discovery call today: www.wemua.com

Strategic Advisor / Advisory Board

Skience

Skience is an award-winning SaaS-based platform and consultancy that empowers wealth management firms to achieve back-office digital enablement.
Developed the yearly and quarterly marketing plans that resulted in marketing qualified opportunities and sales qualified pipeline to meet our revenue goal.
Worked with sales team to launch demand and lead generation account-based marketing campaigns that resulted in achievement of revenue targets. 
Managed high-performing team of 15 in-house staff, external consultants, and agency partners.
Assessed and implemented comprehensive marketing technology stack that fully integrated into Salesforce CRM and increased team efficiency by 70%. 
Introduced and co-hosted CRM Unlocked podcast that resulted in expansion of market share and increased overall web-traffic 59%.
Led buyer persona research resulting in 8 distinct buyer and influencer types. Used this data to craft specific messages and segment ABM campaigns for more direct and relevant content.

Chief Marketing Officer

Orion

Post the Brinker Capital merger with Orion, lead the development of the firm’s first proprietary practice management program.
Designed innovative ideas and drove the development of a new business unit that aligned with business priorities to help meet corporate KPIs and lead generation targets.
In under 1 year, spearheaded the technology platform, thought leadership content, and distribution strategy to help financial professionals who work with Orion grow their business and attain success.

President, The Center for Outcomes

BRINKER CAPITAL HOLDINGS, INC

Brinker Capital is an investment management company that delivers an institutional multi-asset class investment experience to investors.
Led high-performing 10-person team that increased asset growth of products and services to 5,500+ advisors within independent and insurance-based broker-dealers and RIA’s.
Created comprehensive marketing campaigns that helped the firm achieve exceptional organic growth and 7 years of revenue growth.
Developed multi-channel promotions to support $12B Destinations Mutual Fund complex, $5B high-net-worth offering, and 150+ high conviction SMA products.
Collaborated with sales and portfolio management team to develop client engagement programs that achieved 90% client retention rate.
During COVID-19 pandemic, successfully executed hundreds of virtual events. Annually, managed 15 to 20 in-person financial professional business-building events with audiences from 20 to 600 attendees.
Built and delivered The Center for Outcomes and the Behavioral Innovation Lab which provided the tools, training, and technology to help financial professionals apply behavioral science.

Chief Marketing Officer, Brinker Capital and President, The Center for Outcomes

Brinker Capital

National Marketing Director & President, The Center for Outcomes

The Guardian Life Insurance Company of America

As part of the third-party distribution team, directed strategic and organizational leadership to a newly formed Channel Marketing team.
Conducted small business owner research which led to the creation of a new revenue channel for sales and marketing to pursue. Analyzed research data and created go-to-market materials for sales team to use with financial professionals.
Executed print, digital, and interactive campaigns that grew brand awareness by 35%, which exceeded internal expectations.
Negotiated new contracts with existing vendors, resulting in an annual savings of $1M YoY within the marketing department.

Director, Channel Marketing

AllianceBernstein

As part of the sub-advisory team, supported 11 national sales team members and 12 relationship managers within retail and institutional channel.
Developed and implemented strategic marketing plans that lead to the sub- advisory team achieving its sales goal within the top 20 insurance companies.
Created and maintained collateral, blogs, press releases, RFPs/DDQs, research reports, and email campaigns that positioned the company as a leader in the sub-advisory space, increasing brand awareness by 10%. Organized networking events with 200+ participants across top insurance companies.

VICE PRESIDENT

AXA Equitable Life Insurance Company

As part of the third-party distribution team, marketed annuities through +600 banks, independent broker-dealers, and wirehouses.
Provided creative direction, project management, budget maintenance, and communication oversight to ensure sales team achieved annuity sales goal. Cultivated relationships and coordinated with vendors and internal operations to ensure accurate and on-time marketing materials delivery. Facilitated systematic training program for over 100 sales reps on new product and marketing program roll-outs.
Developed tracking mechanism to identify costs and daily production volume to ensure marketing projects were completed on time and within budget.
Won Excellence Award for outstanding performance and contributions to the firm.

ASSISTANT VICE PRESIDENT

Scudder Investments

Are you struggling to connect your marketing efforts with revenue growth?
Are you able to prove that your sales and marketing teams are building deeper, more meaningful relationships with prospective clients?
Are you driving towards a north star, or is your marketing wandering in the wilderness?  

As a CMO with a Ph.D. in Emotional Intelligence, I help firms amplify their voice and brand through a powerful blend of marketing acumen and deep insights into human emotions. I believe that all marketing is about relationships (and revenue). It’s about discovering what matters most to your clients and your teams and building connections that align. Without purpose in your marketing efforts, you’re left frustrated and destined to make countless failed attempts that won’t move the revenue needle.

After years in the C-Suite as a strategic leader inside the financial services industry, I started Amplify Your Voice to help firms take ineffective marketing efforts, identify a purpose-driven strategy and implement it to drive revenue growth. In other words, I’m hired to understand your “why” and direct your “what” and “how.” Emotional intelligence is my secret sauce for actively listening to your client’s needs and getting your team motivated and on board aligned behind a common goal.  

Prior to founding Amplify Your Voice, as the CMO for Skience, I led the development of the firm’s strategic marketing and communication plan and was responsible for driving brand and defining a long-term vision. I’ve also held roles as head of practice management for Orion after the merger with Brinker Capital, where I was CMO and founded The Center for Outcomes, a training program for financial advisors. Additionally, I served as an Officer at The Guardian Life Insurance Company (and RS Investments) and worked at AB (previously AllianceBernstein Investments), Equitable (previously AXA Equitable), and DWS (previously Scudder Investments).

To facilitate team training, I’m certified with Multi-Health Systems to administer Bar-On’s EQ-i 2.0 and EQ 360 assessments and can lead emotional intelligence training workshops to varying sets of audiences. I’m a proud Advisory Board member for JR Global Events and Events On Call. 

When I’m not helping clients build purpose-driven relationships and grow their revenue, you can find me cheering loudly for my boys on the football field sidelines and in the TaeKwonDo dojang (and praying they don’t get hurt). Otherwise, I’m seen around town walking my Bernedoodle, Rocky Balboa McCarthy (an homage to the Philly suburbs where I live).

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