Cheryl Halbert's Linkedin Analytics

As a Business Manager at Creative Planning, I work with healthcare business owners and leadership teams to bring clarity to complex decisions—whether it’s optimizing operations, improving profitability, or planning for long-term growth. I’ve spent over a decade on the front lines of healthcare—first as a top-performing medical device rep, then as a founder building RepSource, a self-credentialing platform for MedTech suppliers. That journey has taught me how hard it is to balance operational chaos, compliance, and scaling with limited resources. Now, I get to help others avoid the landmines and do it better. My real-world experience gives me an edge in understanding the challenges healthcare leaders face every day—from vendor and staff management to revenue optimization and regulatory complexity. I’ve seen the bottlenecks firsthand and know how to get to the source of the problems to identify solutions that work. Whether I’m advising a physician group on operational efficiency or helping prepare for expansion, I bring a founder’s mindset and a deep respect for the people doing the work. I still lead RepSource’s mission to fix healthcare vendor credentialing at the source—but Creative Planning allows me to support a broader network of healthcare organizations with strategy, structure, and trusted advice. If you’re a healthcare leader ready to get out of the weeds and build something sustainable—I’d love to connect.