CASE STUDY #1

The financial advisor
with a big heart

“I have a whole bunch more confidence and clarity… Wow… this is a one-to-one alignment for me”

The visioning process helped clarify and position the client to transition from having “made it” to a more inspiring future with meaningful purpose, wider choices and options. The misalignment between his current outer expression and an internal passion was revealed.

The financial advisor
with a big heart

“I have a whole bunch more confidence and clarity… Wow… this is a one-to-one alignment for me”

The visioning process helped clarify and position the client to transition from having “made it” to a more inspiring future with meaningful purpose, wider choices and options. The misalignment between his current outer expression and an internal passion was revealed.

WHAT WE UNCOVERED

Our dream-catching revealed that the client’s success formula was going to be in developing and evolving a holistic client service, that would create ripples of impact in the industry beyond his current standing.

He wanted to break free of the formulaic and constraining sale of financial products towards a full-service concierge, working with fewer clients and more advice.

WHAT WE UNCOVERED

Our dream-catching revealed that the client’s success formula was going to be in developing and evolving a holistic client service, that would create ripples of impact in the industry beyond his current standing.

He wanted to break free of the formulaic and constraining sale of financial products towards a full-service concierge, working with fewer clients and more advice.

PRESENT CLIENT CHALLENGE

Financial advisors are increasingly viewed by their client investors with distrust and suspicion.

The industry has been typically characterized through a lot of convincing and selling, for products that yield a high return commissions.

Moving to deeper, more intimate relationships that build value based more on advice will ensure a more sustainable and mutually fulfilling role for advisors open to changing.

MEET THE CLIENT

Adam Beach is a recognized top-performing independent financial advisor (with a big heart). His business foundation was built over 7 years on strong client connections and a broader service that extended to families.

PRESENT CLIENT CHALLENGE

Financial advisors are increasingly viewed by their client investors with distrust and suspicion.

The industry has been typically characterized through a lot of convincing and selling, for products that yield a high return commissions.

Moving to deeper, more intimate relationships that build value based more on advice will ensure a more sustainable and mutually fulfilling role for advisors open to changing.

MEET THE CLIENT

Adam Beach is a recognized top-performing independent financial advisor (with a big heart). His business foundation was built over 7 years on strong client connections and a broader service that extended to families.


HOW DID WE DO THIS?

We call it a Feed ‘n’ Seed because we feed you and plant the seeds for the future. While we’re enjoying lunch and getting to know each other, we take you on a journey, ten years into the future, to dig deep and uncover the truth. We guide you through a unique vision-questing and dream-catching process for the
direction of your business. We start every client engagement in this way because it works.

WHAT WILL IT DO FOR ME?

The Feed ‘n’ Seed explores what’s possible for you, your team and your business. We harness the raw power of a nonrenewable resource: objectivity. Our process uncovers hidden opportunities and creates a powerful alignment between what you are currently doing and what you would like to see happen for the future, setting the tone for future brand development and marketing efforts.

You’ll receive The Burst, which captures the essence of your future vision. The Burst points to any gaps, identifies what’s missing and provides a glimpse of what you see is possible for the future. Utilize The Burst is yours to keep. It is an invaluable reference for building a full Discovery Session, but it stands on its own as our gift to you and our investment in our relationship.


HOW DID WE DO THIS?

We call it a Feed ‘n’ Seed because we feed you and plant the seeds for the future. While we’re enjoying lunch and getting to know each other, we take you on a journey, ten years into the future, to dig deep and uncover the truth. We guide you through a unique vision-questing and dream-catching process for the direction of your business. We start every client engagement in this way because it works.

WHAT WILL IT DO FOR ME?

The Feed ‘n’ Seed explores what’s possible for you, your team and your business. We harness the raw power of a nonrenewable resource: objectivity. Our process uncovers hidden opportunities and creates a powerful alignment between what you are currently doing and what you would like to see happen for the future, setting the tone for future brand development and marketing efforts.

You’ll receive The Burst, which captures the essence of your future vision. The Burst points to any gaps, identifies what’s missing and provides a glimpse of what you see is possible for the future. Utilize The Burst is yours to keep. It is an invaluable reference for building a full Discovery Session, but it stands on its own as our gift to you and our investment in our relationship.