Case Studies
Challenges and Issues:
Lack of focus and direction, coupled with the loss of a significant client and the need to rebuild the book.
Challenges and Issues:
Incorporating a family member onto a team and the lack of an organized marketing plan.
Challenges and Issues:
No branding or organized marketing activities; the lack of a strong value proposition frustrated the conversion of high profile relationships into business relationships.
Challenges and Issues:
A reactive practice with weak time management, a need to build a team and too many clients.
Challenges and Issues:
Lack of direction and focus with no marketing processes, no team job descriptions or role responsibilities.
Challenges and Issues:
The advisor had reached a plateau and needed inspiration and direction on how to take practice to next level.
Challenges and Issues:
Family practice – no defined roles, responsibilities or long-term vision, needed to develop a value proposition.
Challenges and Issues:
Team dynamics issues; motivated to grow but didn’t know how.