Consulting Services




  • Business Growth
  • Client Development & Retention 
  • Branding
  • Diamond Sales and Training
  • Custom Jewelry Design
  • Appraisal Services
  • Public Speaking
  • Event Planning
  • Community Development
  • Team Building

Client Advisory Boards (CABs)

We at K. Jons Diamonds and Gems desired input from customers on specific business decisions, and we had heard of the benefits of Client Advisory Boards (CABs) from multiple people. Ultimately, it was Phillip’s mention of how the CABs can do many things that pushed us to decide to do it:

  • Advice on business decisions
  • Get to know good customers better
  • Networking
  • Building relationships

Potentially introducing ourselves to more clients we don’t currently know
It was the last item that truly pushed us over the edge. I heard Phillip’s stories of how his CABs in the past have brought clients to his stores indirectly, through encouragement of referrals. This was particularly interesting, since we had been searching for better, more effective ways to reach out and find new customers.

We successfully executed the event. It was a 2 hour event, consisting of closing the shop/prep, Meet & Greet, Introduction, passing the jewelry in question, showing our new boxes, and doing a raffle. The evening was definitely a success. Our main “order of business” at our first meeting was to get our customers opinions on three different lines of jewelry we were considering purchasing from. We got good feedback, were able to compile the results into averages, and decided to go with all three lines as a result. All our customers are excited to see the new lines in our store, and it gives them a sense of “ownership” knowing that they “chose” those lines. We also got opinions on new jewelry boxes to match the remodel and logo redesign we did last year. That has helped us as a management team make a decision between a few options we as staff couldn’t agree upon previously.

The final success, and perhaps the most powerful, is that many of the ladies that attended expressed thanks for inviting them to the event. They were not “sold” to or pushed in any way. In contrast, they said it felt wonderful to be advising us, the business they love to shop at, on decisions that matter. They also saw it as a wise choice on our part to gather input in a meaningful way from them. We as a management team have high hopes for this event and group of ladies to grow and become a recurring event they look forward to.

A partial list of what Phillip from Bosen Associates LLC did for us, and how he made it a success:

  • Provided us with a very extensive and detailed “game plan” (covering many of the items in the above list)
  • Provided us with a wording template for letters, phone scripts, invitations, and crafted questions in a way that efficiently got the pertinent information we needed from our members.
  • Advised on many details, such as:
    • Food (Eating while sitting down? Or where/when? How much to have? What type?)
    • Table Style/Arrangement (one long table vs multiple rounds)
    • Meeting Order & time
  • Helped us know how many attendees there should be (and encouraged us to stick with it when we didn’t get as many as we had hoped at first)

In general, walked us through the process, answered questions, and helped us make it a successful event!

From Preston Wallace– K. Jons Diamonds and Gems, Alascadero, CA


Phillip is a brilliant gemologist. His dedication, customer focus, and many years of experience makes the Von Bargen’s experience memorable. He assisted me in building a beautiful, personal jewelry wardrobe, including designing a custom ring. Phillip would stand out at any premier luxury designer or couture jewelry store world wide.

Kimberly Aldous

Phillip is a super nice guy, very knowledgeable about his products, and very professional. If he tells you he will do something, you can bank on it! I would highly recommend that people do business with Phillip Bosen.

Clif Coleman
President & CEO of Coleman-Adams Construction, Inc.

I’m am so grateful to have Phillip N. Bosen as a colleague and friend! Phillip has not only presented at our Maryland AGS Guild twice (and was awesome!), but he also just recently provided me with amazing feedback and recommendations after doing a second interview with three part time sales candidates. Making this hiring decision was daunting and he made me feel confident and at ease. Phillip is professional, thorough and accommodating. I highly recommend him for all jewelry consulting needs!

Amanda Coleman Phelps
Nelson Coleman Jewelers
Towson, Maryland

Phillip is incredibly customer-oriented – down to the last detail. Not only is he professional and very knowledgeable about his product, but he is very personable and understands his customers’ needs/wants to a detail that is unsurpassed. I would not hesitate (and don’t hesitate) in sending my friends, family, and colleagues to see Phillip. He is a pleasure to work with and is highly talented in his field.

Marla Beth Colling
Chief Compliance Officer, Legal Executive

I was inspired by Phillip’s Client Advisory Board idea when I heard him speak a few years ago. I took his idea and tailored it to fit my business. My CAB took the form of a Book Club, which keeps my best clients engaged, interested, and always learning about new jewelry topics. This has led directly to thousands of dollars in sales. Having intimate social contact with a group of clients is enormously helpful in gauging interest in jewelry and trends. Phillip’s consulting has helped me immensely, in areas from new location scouting to in-store event planning and execution.

He has experience and ideas are always spot on!
I would recommend him to any professional jeweler who needs a new perspective on their business.

Laura Stanley GG, CG