THE CONSULTING OFFICE WORKSHOP SERIES
Professional development built for Mortgage Professionals
A three-part workshop series for mortgage agents and brokerage teams.
Practical, evidence-based, and delivered by someone who has understands relationship-driven industries first-hand.
ABOUT THE WORKSHOP SERIES
Three workshops. One progession. Built for your business.
Being a mortgage agent is a relationship business. The brokers who consistently outperform their peers don’t just work harder - they are working in alignment with how they are naturally wired. They build referral relationships in the unique way they are built to connect. They serve clients through the most significant financial decision of their lives in the unique way they are built to care. And they grow their business in the unique way they are built to lead.
The Consulting Office Workshop Series brings Gallup's CliftonStrengths research directly to mortgage professionals.
Gallup's findings are consistent: teams that work from their strengths show measurably higher profitability, stronger engagement, better retention, and higher productivity.
Great mortgage professionals never stop growing. This series is for you.
“The most successful business people in any industry are the ones who can maximize their natural strengths with clients - and build everything they do around it. ”
THE THREE WORKSHOPS
Discover. Apply. Lead.
Each workshop builds on the last. Workshops 1 and 2 run one week apart. Workshop 3 follows two weeks later giving you and your team time to apply what you have learned before the final session.
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For mortgage agents & brokerage teams: Discover what you are uniquely built to do.
You will leave with a clear picture of your Top 5 CliftonStrengths and a language for how they show up in your business.
Duration: 2 hours
Location: TBD
Price: $169 — all Workshop 1 registrations
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For mortgage agents & brokerage teams: apply your strengths to your how you build your referral network, serve clients, and grow your booker of business.
Duration: 2 hours
Location: TBD
Price: $169
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The Future: Leading a team culture that drives results.
Integrate strengths into your business plan, your team structure, and your long-term strategy to create the kind of client & referral experience that keeps people coming back.
Duration: 2 hours
Location: TBD
Price: $169
SERIES BUNDLE
The complete Workshop Series - all three sessions for one price.
Register for the full series and lock in your spot across all three workshops. The bundle is the best way to experience the full progression from self-discovery through business strategy to leadership and team development.
Includes:
Workshop 1: Know Your Strengths
Workshop 2: Strengths at Work
Workshop 3: Lead With Strengths
CliftonStrengths Top 5 assessment
All session materials and light refreshments
SESSION DETAIL
What happens in each workshop? Here’s exactly what to expect.
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Two hours. Practical tools. Real work.
Pre-work required: Your CliftonStrengths Top 5 assessment. Your access code and a one-page primer from Lisa are provided upon registration, 5 to 7 days before the session. Included in your registration fee.
0:00 — Welcome and Framing
Why this series exists. Why strengths is not a personality test.
0:15 — Name It
Your Top 5 in plain language. What they mean for how you work.
0:40 — Claim It
Where your strengths are already showing up in your business.
1:00 — Strengths in Full Power
Understanding how to apply your strengths at their highest level..
1:20 — Structured Reflection
Individual journaling with two focused prompts.
1:40 — What Comes Next
Preview of Workshop 2.
1:50 — Close and Commitment
One clear intention you take into your week.
You leave with:
Personal strengths one-pager
Journal prompt card
A clear next step grounded in your strengths
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Two hours. Your strengths applied to your business.
Pre-work required: Bring your Workshop 1 journal card. Come with one business challenge you are currently working on. That challenge becomes the working material for the session.
0:00 — Reconnect
What shifted after Workshop 1? What did you notice in your business?
0:15 — Strengths and Business Functions
Where your profile gives you natural advantage and where you are forcing it.
0:45 — The Stuck Challenge
Pairs work: apply a strengths lens to the real business challenge you brought today.
1:10 — Strategic Stop-Doing
What to delegate, partner on, or drop based on your profile.
1:30 — Structured Reflection
Your business through a strengths lens. What changes?
1:45 — What Comes Next
Preview of Workshop 3.
1:55 — Close and Decision
One decision you will make differently this week.
You leave with:
Strengths and business function mapping worksheet
Updated journal card
One clear business decision
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Two hours. Your strengths applied to your team and your future.
Pre-work encouraged: Share the CliftonStrengths assessment with one team member, contractor, or key collaborator before Workshop 3. Bring their results. Optional but powerful.
0:00 — Reconnect
What has changed in your business since Workshop 1? Full series check-in.
0:15 — Seeing Strengths in Others
How to spot natural talent patterns in the people around you.
0:40 — Strengths-Based Delegation
Stop assigning tasks. Start matching work to wiring.
1:05 — The Hard Conversations
How strengths language changes feedback and accountability.
1:30 — Structured Reflection
Your leadership style and your team's needs. Where is the gap?
1:45 — The Full Arc
Where you started in Workshop 1 and where you are now.
1:55 — What Comes Next
Pathways into individual coaching and consulting with The Consulting Office.
You leave with:
Session notes and next steps
Pathway options for continued work with The Consulting Office
YOUR FACILITATOR
Lisa Cruickshank
Founder |The Consulting Office
Lisa Cruickshank has coached mortgage brokers directly and she understands the unique pressures of building a business in one of Canada's most relationship-dependent industries. She knows what it means to generate consistent referral business. She understands the emotional weight of guiding clients through the largest financial decision of their lives in a highly regulated, competitive industry. And she knows what it takes to build a team that delivers that experience at the highest level consistently.
Her 35+ year career in financial services as an agency owner, a national business school leader, and a senior corporate executive, giving her a perspective that is rare: she has sat in the agents's chair across from clients, and the boardroom chair as a decision-maker, and she knows exactly what each one looks like from the other side.
She is a Gallup-Certified CliftonStrengths Coach, the 2016 Orléans Business Person of the Year, and a recipient of the Queen Elizabeth II Platinum Jubilee Award, the House of Commons Leading Women Award, and the Ontario 150 Community Builder Award. During the pandemic she facilitated $80,000 in grant funding directly to Orléans small businesses.
Her community roots run deep. She served on the Board of Directors of the Orléans Chamber of Commerce. She chaired the Board at Arts Network Ottawa, operating out of the Shenkman Arts Centre. She mentored small business owners through Invest Ottawa's Starter Company Plus program with a 100% grant success rate for the five businesses she mentored. And since the year she arrived in Orléans, she has volunteered with the Terry Fox Run committee - year after year, without exception.
She is a business leader, a community builder, a wife, and most importantly, a mom and grandma. She built The Consulting Office because after 35+ years in this business she has a lot to share - and she’s ready to bring it to your team.
RESERVE YOUR SEAT
Ready to get started?
The Workshop Series is available as a private engagement for your brokerage delivered exclusively to your agents and team members on a schedule that works for you. Maximum 16 participants per session.
Individual agents are also welcome to register for upcoming public sessions, or contact Lisa to customize a group event for their networks. All industries succeed when the work from their strengths.
Registration includes your CliftonStrengths Top 5 access code, a pre-session primer from Lisa, all session materials, and light refreshments.