Amy Birks

When you’re too close to the problem, you can’t see the potential.

Did you know...? Poor execution of strategy costs mid-market businesses between $1M and $5M a year.

And $8.8 TRILLION is what disengagement, wasted effort, and misaligned teams has cost companies, globally.

(🤔 I wonder how much of that can be attributed to your company’s P&L?)

➡️ WHERE I COME IN:

As a Strategic Advisor and EQ-Driven Coach, I bring the outside perspective leaders need to help them turn friction into fuel—so teams execute more clearly, powerfully, and profitably. We work together to uncover blindspots, opportunities, and leverage your hidden edge: your company’s humanity.

My mission?

💫 Reveal and resolve blind spots
📈 Drive peak performance
🌟 Unlock hidden potential in humans + systems

➡️ HOW I HELP:

With 12 years as a coach and strategic facilitator—and 10 years in corporate finance—I bridge the visible and invisible, the tactical and emotional, the strategic and human.

And as COO of Iron Advocate Mindset, I’ve consulted on projects to help orgs like Xerox, the NBA’s Dallas Mavericks, and the PA Turnpike Commission transform how they lead and perform.

My approach centers on:

🧠 Emotional Intelligence (EQ)
💡 Strategic Alignment & Optimization
🌀 Human-Centered Transformation

➡️ WHY IT WORKS:

In fast-paced, high-growth environments, leaders and teams need a view from 50,000 feet that points the way towards better alignment, execution, and leadership. That’s what I help unlock.

My method and outside perspective turns complexity into clarity, resistance into results, and potential into performance.

➡️ SERVICES I PROVIDE:

- Assessments that Reveal Blindspots and Hidden Potential
- Strategic Offsites, Facilitations + Leadership Alignment
- Executive Coaching for Peak Performance
- EQ Trainings That Actually Change Behavior
- Transformational Workshops (Virtual + IRL)
- Keynotes That Shift Thinking + Results

➡️ WHERE YOU'VE SEEN ME:

📰 Fast Company
🗞️ US News & World Report
📺 NBC Denver
🎙️ Countless podcasts and interviews

➡️ PROBLEMS I HELP SOLVE:

- Strategic friction and misalignment
- Underperformance in teams and leaders
- Burnout in high-stakes environments
- Gaps between intention and execution
- Resistance to change or new direction
- Inadvertent blindness to opportunities and potential

➡️ READY TO TURN FRICTION INTO FUEL WITH AN OUTSIDE PERSPECTIVE?

💬 Message me or grab a time here: 📆 https://calendly.com/amybirks/letsconnect

Strategic Growth Advisor | Opportunity Hacker | Resident GPS Brain

YOU:

** Are a founder, CEO, or CMO who's built your awesome company to a level of success you feel good about, AND... 

** You're also ready to scale to a new level of growth, BUT...

** You're feeling frustrated about stalled results that are getting in the way of that growth, AND...

** You KNOW that there are untapped opportunities you're leaving on the table in your sales processes, marketing tactics, & internal operations, that could be the difference makers for that growth you want, BUT...

** You're unsure how to FIND all those opportunities, PRIORITIZE them, & then create a STRATEGY to capitalize on them.

Great news! I can help with that :)

As a Strategic Growth Advisor, I help conscious companies & impact-driven founders scale & grow quickly by creating bespoke strategies that capitalize on their highest impact hidden growth opportunities.

I do this with:

** Digital Marketing Strategy & Optimization
** Sales Process & Customer Journey Design
** Messaging & Copyediting
** Vision, Mission, & Values Planning
** Internal Operations & Systems Reviews
** Customer Experience Improvement
** Internal Team Training & Coaching

I work directly with Founders & their teams to design custom growth plans that are efficient, effective, & aligned with the values of the brand (so they're more FUN to execute :)

Client results include:

** Created a bespoke launch strategy for a real estate investor's first online program launch & achieved 400% of our goal

** Helped a hypnosis training company improve conversions from 20% to 80% in 30 days

** Developed a replicable strategy for selling events that's helped clients across industries go from consistently struggling to enroll to sold out

We start this work with my Opportunity Assessment to simplify your business model, and create a focused, highly leveraged trajectory for scaling fast and without having to sacrifice what matters. 

--> Email me at amy@amybirks.com & we'll find your path to more impact and revenue. 

Wealthfluency

I help small business owners boost profits by 15-20% min. in just 12 weeks by eliminating the hassle of endless spreadsheets and analytics. My Financial Navigator program focuses on bringing all your data together to give you actionable insights using our custom automated dashboard.

✔ Achieving financial clarity shouldn't be a struggle.

That's why our program centralises and unifies all your business data, making it easy to see where you can save money and increase profits. By leveraging real-time insights, my clients are able to make informed data-driven decisions that drive growth and efficiency.

⏩ We tackle all aspects of financial management: from data integration, automation, and expert analysis to strategic planning.

Where we really shine is in turning those insights into action that increases cash flow. Our program includes bi-weekly calls with me for personalised coaching, alongside an in-depth, step-by-step approach that covers:

• Comprehensive financial audits
• Custom dashboard setup and training
• Strategic profit and growth planning
• Monthly performance reviews

Importantly, we avoid methods that don't yield results:

• No generic, one-size-fits-all solutions
• No unnecessary manual processes
• No confusing financial jargon

The real success lies in understanding your unique business needs and applying tailored financial strategies to drive results increasing profitability.

Send me a DM, ask about the Financial Navigator.

Want more? In addition to the Financial Navigator, I also guest on podcasts and provide training for masterminds and private communities alike, helping them master financial management and strategic growth.

With over 17+ years of experience in the finance and business strategy space, I am retained by many businesses to enhance their financial planning, analysis, and decision-making processes. Reach out to learn more and start your journey to financial clarity and growth.

Founder - Financial Navigator Program

I've presented, guest appeared and run workshops on money mindset, effective financial management, sustainable scaling through (R)ewriting KPIs and goals, (O)ptimising systems and processes and (I)nvesting regained time and money (ROI Roadmap Framework) at podcasts and private communities including:

- The Nomad Solopreneur Show
- Her Balanced Hustle 
- A Sip of Inspiration
- Work From the Inside Out
- Shoutout Miami
- The Driven Female Entrepreneur
- Scaling with Deasha 
- Work From the Inside Out
- My Journey to CEO
- The Price of Business Show
and many more

Guest Speaker

MBAH CONSULTANCY LTD

Accomplished Product Manager and Business Analyst with over 17+  years of with extensive experience leading digital product development and data-driven decision-making, including websites and third-party digital platforms. 
Demonstrated expertise in leading cross-functional teams to deliver solutions that enhance user experience and drive business growth. Skilled in identifying user needs through customer interactions, designing innovative solutions, and leading projects with a focus on delivering tangible business outcomes. Proven track record in developing and executing product strategies focused on intuitive and scalable digital tools.

Skills & Expertise:
• Product Management: Managing product lifecycles and launching market-leading products.
• Business Analysis: Proficient in SQL, requirements gathering, and process optimisation.
• Software Development: Experienced with Agile methodologies, Scrum, Jira, and Visio.
• Leadership: Leading projects and teams to achieve strategic objectives.

Founder and Principal Consultant

APM/Senior BA | Amherst Group LLC
August 2022 – December 2023

Spearheaded ERP projects in the hmebuilding sector, driving strategic roadmap development and product optimisation. Managed cross-functional teams to deliver solutions that enhance business processes and customer satisfaction.

Key Achievements:

• Led product backlog optimisation, improving project delivery timelines.
• Established strong relationships with C-suite executives, aligning project goals with business strategies.

Senior Business Analyst

PM / Lead BA | CRMmetry Consultancy
April 2020 – June 2022

Directed multiple digital transformation projects, enhancing operational efficiencies through tailored CRM solutions. Managed a $1M project for Jamaica National Bank, transforming their credit facility processes.

Key Achievements:
• Implemented CRM integrations, increasing operational efficiency and customer engagement.
• Developed advanced analytical frameworks to guide business process improvements.

Product Manager

PO / Lead BA | National Commercial Bank
January 2019 – March 2020

Led a transformative project to overhaul insurance processing systems, integrating technology to streamline operations and enhance global service delivery.

Key Achievements:
• Improved productivity by 25% through business intelligence tools and enhanced workflows.

Product Owner

Associate Project Manager | HSBC Private Bank
February 2017 – March 2018

Guided a major regulatory compliance project (MiFID II), focusing on business requirements and compliance processes. Facilitated cross-departmental collaboration.

Key Achievements:
• Conducted training programs for over 200 staff members, enhancing regulatory compliance.

Associate Project Manager

Simplify finances for growth | Helping business leaders make smart money choices to grow revenue in 30 days without boring spreadsheets by keeping all your data in one place 👉 Ask me about Financial Navigator Program

Are you seeking financial clarity and consistent revenue growth for your business?

Learn how you can increase your profits by 6% and your team's productivity by 4% in 30 days...

We help business leaders like you increase revenue without the hassle of boring spreadsheets by keeping all your data in one place for better profitable decisions.

Imagine this:

💸 Steady and predictable revenue growth
💸 Increased team productivity boosting profits
💸 Clear data insights guiding you as you scale

If you're ready to leave behind:

❌ Overworking without seeing growth
❌ Missed opportunities from unclear insights
❌ Confusing, time-consuming spreadsheets and reports

Don't delay!

📩 Message me today and ask me about the 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗼𝗿 𝗣𝗿𝗼𝗴𝗿𝗮𝗺!

___

𝗖𝗟𝗜𝗘𝗡𝗧 𝗪𝗜𝗡𝗦

Jessica, Online Boutique Owner
"𝘉𝘦𝘧𝘰𝘳𝘦 𝘐 𝘢𝘱𝘱𝘳𝘰𝘢𝘤𝘩𝘦𝘥 𝘈𝘯𝘸𝘪𝘯, 𝘐 𝘸𝘢𝘴 d𝘳𝘰𝘸n𝘪𝘯𝘨 𝘪𝘯 𝘴𝘱𝘳𝘦𝘢𝘥𝘴𝘩𝘦𝘦𝘵𝘴, 𝘶𝘯𝘴𝘶𝘳𝘦 𝘰𝘧 𝘸𝘩𝘦𝘳𝘦 𝘮𝘺 𝘮𝘰𝘯𝘦𝘺 𝘸𝘢𝘴 𝘨𝘰𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘩𝘰𝘸 𝘵𝘰 𝘰𝘱𝘵𝘪𝘮𝘪𝘻𝘦 𝘪𝘵. 𝘕𝘰𝘸, 𝘐 𝘯𝘰𝘵 𝘰𝘯𝘭𝘺 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥 𝘮𝘺 𝘤𝘢𝘴𝘩 𝘧𝘭𝘰𝘸 𝘣𝘶𝘵 𝘤𝘢𝘯 𝘮𝘢𝘬𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘦𝘥 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴 𝘵𝘩𝘢𝘵 𝘩𝘢𝘷𝘦 𝘣𝘰𝘰𝘴𝘵𝘦𝘥 𝘮𝘺 𝘱𝘳𝘰𝘧𝘪𝘵𝘴 𝘣𝘺 𝟥𝟢%" 

Jess, Business Coach
"𝘈𝘯𝘸𝘪𝘯 𝘪𝘴 𝘵𝘰𝘱 𝘰𝘧 𝘩𝘦𝘳 𝘨𝘢𝘮𝘦 𝘸𝘩𝘦𝘯 𝘪𝘵 𝘤𝘰𝘮𝘦𝘴 𝘵𝘰 𝘧𝘪𝘯𝘢𝘯𝘤𝘦𝘴 𝘢𝘯𝘥 𝘨𝘳𝘰𝘸𝘪𝘯𝘨 𝘮𝘰𝘯𝘦𝘺. 𝘚𝘩𝘦'𝘴 𝘭𝘪𝘷𝘪𝘯𝘨 𝘱𝘳𝘰𝘰𝘧 𝘢𝘭𝘰𝘯𝘨 𝘵𝘩𝘢𝘵 𝘪𝘵 𝘥𝘰𝘦𝘴𝘯'𝘵 𝘮𝘢𝘵𝘵𝘦𝘳 𝘸𝘩𝘦𝘳𝘦 𝘺𝘰𝘶 𝘢𝘳𝘦, 𝘺𝘰𝘶 𝘤𝘢𝘯 𝘤𝘳𝘦𝘢𝘵𝘦 𝘧𝘢𝘴𝘵 𝘤𝘩𝘢𝘯𝘨𝘦 𝘢𝘯𝘥 𝘣𝘦𝘤𝘰𝘮𝘦 𝘵𝘩𝘦 𝘉𝘌𝘚𝘛 𝘮𝘰𝘯𝘦𝘺 𝘮𝘢𝘯𝘢𝘨𝘦𝘳 𝘢𝘯𝘥 𝘸𝘦𝘢𝘭𝘵𝘩 𝘤𝘳𝘦𝘢𝘵𝘰𝘳"

Sarah, MBA Consultant
"𝘐 𝘧𝘪𝘯𝘢𝘭𝘭𝘺 𝘩𝘢𝘷𝘦 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦 𝘷𝘪𝘴𝘪𝘣𝘪𝘭𝘪𝘵𝘺 𝘪𝘯𝘵𝘰 𝘰𝘶𝘳 𝘰𝘱𝘦𝘳𝘢𝘵𝘪𝘰𝘯𝘴, 𝘦𝘯𝘢𝘣𝘭𝘪𝘯𝘨 𝘮𝘦 𝘵𝘰 𝘮𝘢𝘬𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘦𝘥 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴 𝘵𝘩𝘢𝘵 𝘩𝘢𝘷𝘦 𝘥𝘳𝘪𝘷𝘦𝘯 𝟣𝟪% 𝘳𝘦𝘷𝘦𝘯𝘶𝘦 𝘨𝘳𝘰𝘸𝘵𝘩 𝘪𝘯 𝘫𝘶𝘴𝘵 𝟨 𝘮𝘰𝘯𝘵𝘩𝘴." 
___

𝗣𝗔𝗥𝗧𝗡𝗘𝗥𝗦𝗛𝗜𝗣𝗦 & 𝗣𝗢𝗗𝗖𝗔𝗦𝗧 𝗚𝗨𝗘𝗦𝗧𝗜𝗡𝗚

Interested in having Anwin as a JV partner or as a guest on your podcast?

Reach out today and let's find the most valuable way we can work together..

📬 email: hello@wealthfluency.com

___

As seen in:
🎙️The Nomad Solopreneur Show - https://www.youtube.com/watch?v=nQCOLTm-HGo
🎙️Her Balanced Hustle - https://www.youtube.com/watch?v=T_BWp-Hreho
🎙️A Sip of Inspiration - https://www.youtube.com/watch?v=HW940dXBJeA

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Amy Birks

Anwin 💰 M.

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