Helping Insurance Executives and Professionals Grow Revenue with Integrity and Purpose
We partner with attorneys, CPAs, actuaries, IT consultants, firm leaders and insurance agents to turn overwhelm into consistent, purpose driven growth without sacrificing what matters most.
We help insurance industry executives improve financial reporting and mitigate risks.
Our Mission: We help insurance CFOs, firm leaders, and professional advisors gain the clarity, structure, and skills they need to grow with purpose, integrity, and impact.
Whether you’re
leading a company or advancing your career, we provide practical tools, personalized coaching, and proven processes to help you succeed—professionally and personally.
How We Help You Grow
We serve two distinct paths with one purpose: growth that lasts.
For insurance CFOs and executives, we bring clarity to financial reporting, regulatory compliance and risk management so you can lead with confidence and minimize risk.
For professional advisors—CPAs, attorneys, actuaries, IT consultants, firm leaders, and insurance agents —we deliver proven strategies to build a thriving book of business without sacrificing balance. Our approach is practical, personalized, and rooted in integrity, giving you the tools and support to grow with purpose and impact.
Together, we create an actionable plan that fits your reality, daily actions, measurable goals, and clear direction.
Enjoy consistent growth while maintaining balance, integrity, and fullfillment.
Here’s Why You Can Feel Confident Choosing Us:
Purpose-Driven Business Advisory Services and Business Development Training
Our solutions are practical and tailored. We serve two distinct audiences with precision and purpose:
- For Insurance CFOs and Executives:
We go beyond compliance and reporting. Our advisory services help you strengthen financial transparency, mitigate operational risk, and lead with confidence in a complex insurance regulatory landscape.
- For Professional Advisors—CPAs, Attorneys, Actuaries, Firm Leaders and Insurance Agents:
We deliver business development training that works in the real world, equipping you with practical strategies to build a sustainable book of business without sacrificing balance or integrity.
At Smith Creek Consulting, our approach is faith-driven, purpose-shaped, and results-focused. We combine deep industry expertise with practical coaching and proven systems so you can grow smoothly, sustainably, and with impact—professionally and personally.
You will work directly with Lisa Rector, Managing Director, a seasoned executive with extensive insurance industry experience and success in developing 6 and 7-figure consulting practices
Our clients often tell us the same thing: “You understand the challenges we are facing better than anyone else.” That’s because we align not only with your business, but with your mission.
Who We Are and Why We Care About Your Growth
Smith Creek Consulting specializes in
business advisory services
and
business development training and
coaching
designed to move you and your organization forward, smoothly and sustainably.
Building Growth on Foundations That Last
Smith Creek Consulting exists at the intersection of
faith,
sales excellence, and
business development clarity.
Our name and brand identity are deeply symbolic — the creek, the wave, the color, the flow — all remind us of a higher calling and the power of movement guided by wisdom.
Whether you are building book of business from the ground up or seeking to sharpen your leadership edge, we are your trusted partner on your journey. Every coaching session, workshop, and strategy session is tailored to you and infused with values that matter — faith, integrity, excellence, and service.
We are not cookie-cutter consultants. We are strategic advisors and business development trainers who care deeply about your mission, your people, and your growth.