• Dr. Andy Schell, DBA (Ph.D.), MSML, MBA, CPA/CFF, CMB

Every Executive's Development Path

Every successful Executive is able to accomplish the following:

  1. Design and Implement Strategy

  2. Define Leadership Style

  3. Make Data-Driven Decisions

  4. Create Culture

  5. Understand People

  6. Design Organizational Structure

  7. Understand Financial and KPI measurement

  8. Communicate the Path: the X-Factor

Dr. Schell teaches Executives how to be successful.

  1. Designing and Implementing Strategy includes crafting Vision, Mission, Values, SWOT, and Objectives as part of a Strategic Plan. All elements of strategy should be known to a CEO who uses these tools to define the future state of the business.

  2. Defining Leadership is the process of creating the CEO's behavior to meet the strategic objectives of the form and possessing the ability to motivate and inspire staff.

  3. Making Data-Driven Decisions is the ability to apply inductive and deductive reasoning to validate decisions.

  4. Creating Culture results from the alignment of the CEO's behavior, the firm's strategy, and how the staff interaction is structured.

  5. Understanding People means being able to identify the 5 Big Personality types and apply the types to place staff in the positions best suited to their personality, which also impacts leadership style.

  6. Designing Organizational Structure is the process of identifying the best structure to accommodate the workflow design required to achieve the strategic objectives. Mortgage lending is uniquely complex in its reliance on two distinct organizational designs within one organization.

  7. Understanding Financial and KPI measurement includes the ability to interpret financial statements, hedging reports, and KPI metrics to confirm performance targets and drive change within an organization

  8. Communicating the Path or what I call the "X-Factor" requires the ability to explain the path to gain alignment from a wide range of employee personality styles. As an example, inspiring a sales team is not the same as encouraging an operations group.

Dr. Schell helps Executives understand all of these topics and implement all of these topics within a firm.

MBS Financial Services supports the following areas:

  • Growth Strategy – We can help you plan and execute a growth strategy.

  • Hedging & Pipeline Risk Management - Dr. Schell can help explain how hedging functions, the benefits of hedging, and the risks associated with the activity. See blog posts.

  • Technology must align with a firm's strategic objective. Every mortgage lender's technology infrastructure significantly impacts its customer experience and employee workflow. MBS will help select, configure and deploy the best technology solution.

  • Executive Development - Leadership is a learned skill. Dr. Schell can teach you to be an amazing leader, an effective manager, and an inspiring coach that can foster a vibrant culture.

  • Accounting Services – Dr. Schell, CPA, leads the accounting services team to become your outsourced accounting department. This alternative makes more and more sense for companies wishing to focus on their core business and also want trustworthy accounting and financial reporting support.

About Dr. Schell:

Dr. Andy Schell, DBA (Ph.D.), MSML, MBA, CPA/CFF, CMB

Dr. Schell is CEO, Managing Partner, and Co-Founder of Mortgage Banking Solutions and the Founder of MBS Financial Services ("MBS"), based in Austin, Texas. Dr. Schell is known for his ability to turn "vision into reality" and "chaos into order" as he finds creative solutions to the challenges his clients face addressing Revenue Stability, Technology Enhancement, Financial Management, and Workflow Efficiency.

He has 4 decades of experience as a strategist directing the activity of both small and large groups of employees including mortgage lending activity at Bank of America. His leadership knowledge extends from his hands-on experience and his academic training in his MBA, his master's degree in leadership, and his doctoral work to examine employee dynamics given leader stimulus.

To find out more information on MBS Services, please click HERE

Find more information at



DoctorSchell@MBS-Team.com ; (512) 501-2812;

Doctor Schell the Profit Doctor

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