Being in the insurance industry for some time now, I've learned what not to do. To be simple, most agent/brokers have a product first mentality. Quite the opposite! Clients who work with dwinconsulting, understand why insurance is important and how to place it right the first time. Let's connect so "WE" can understand more!
Business Consulting........Cash Flow!
When working with a client the first time, understanding what consulting means and how to use it is important. Most consultants focus on increasing production or more sales volume. Although, this is important, the key is to maintain an efficient business and maximize profits. Reducing overhead 3% - 8% could be substantial to your business..........let's meet and discuss how we can work together!
David Winstead received his Bachelor's degree in Accountancy from Arizona State University. As an experienced, results-oriented finance and accounting professional, his strengths include business valuations, accounting & analytical skills, financial & management reporting, and business consulting. David is also experience in the risk management industry. Additionally, he is creative and possesses a strong sense of integrity. David has over 15 years of business consulting & insurance experience, particularly in the dental and other professional practice markets. David's wife is a practicing dentist in Salem, Oregon, and they have two children … Jacob & Rayah.