MBMarkell Eric Byrd

Portfolio

The work.

Ten projects across growth, marketing, communications, digital and AI adoption, and new ventures.

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GreenByrd Advisory · 2025

AI Assessment & Strategic Roadmap for an Independent Wealth Network

StrategyDigital & AI

6.1x projected Year-1 ROI

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Frameworks & live tools

Role Impact SimulatorTerritory Expansion SimulatorSignals of Clarity Recruitment EngineReferability AssessmentFiduciaryEdge

Downloads & playbooks

AI Readiness ToolkitAdvisor Transition GuideReferrality HandbookGrowth Playbook