CASE STUDY #6

Financial advisors as part of the family

“I think your process and professionalism was very good and I would recommend it to anyone.”

The visioning process reconnected the client with their authentic roots and the relationship-building core values at the heart of their company culture. They were able to see that their current market expression and their client’s online experience was not a fit.

Financial advisors as part of the family

“I think your process and professionalism was very good and I would recommend it to anyone.”

The visioning process reconnected the client with their authentic roots and the relationship-building core values at the heart of their company culture. They were able to see that their current market expression and their client’s online experience was not a fit.

WHAT WE UNCOVERED

Our dream-catching revealed that the client was passionate about taking a stand to disrupt the industry and transform lead change.

They wanted to be known for delivering real value, to show that they cared deeply about their clients and operated with integrity.

They wanted their clients to see them in a high valued relationship, like a trusted member of their family.

Their current brand expression was reflecting the industry status quo and impersonal – it lacked the warm, inviting, and authentic personality to build relatedness.

WHAT WE UNCOVERED

Our dream-catching revealed that the client was passionate about taking a stand to disrupt the industry and transform lead change.

They wanted to be known for delivering real value, to show that they cared deeply about their clients and operated with integrity.

They wanted their clients to see them in a high valued relationship, like a trusted member of their family.

Their current brand expression was reflecting the industry status quo and impersonal – it lacked the warm, inviting, and authentic personality to build relatedness.

PRESENT CLIENT CHALLENGE

Big changes with new transparency rules (CRM2) to disclose client fees caused ripples across the financial services industry. Advisors whose income relied heavily on previously undisclosed commissions had to respond and adapt in the changing marketplace or potentially lose trust with investors. Overall, the industry suffered from a poor reputation, viewed with skepticism towards the financial advisor’s role lacking respect.

MEET THE CLIENT

Money Advisor Wealth Management is an established financial planning and wealth management firm. They were built on a direct investment into personal client relationships by a dedicated and humble Certified Financial Planner with 20 years of experience.

PRESENT CLIENT CHALLENGE

Big changes with new transparency rules (CRM2) to disclose client fees caused ripples across the financial services industry. Advisors whose income relied heavily on previously undisclosed commissions had to respond and adapt in the changing marketplace or potentially lose trust with investors. Overall, the industry suffered from a poor reputation, viewed with skepticism towards the financial advisor’s role lacking respect.

MEET THE CLIENT

Money Advisor Wealth Management is an established financial planning and wealth management firm. They were built on a direct investment into personal client relationships by a dedicated and humble Certified Financial Planner with 20 years of experience.


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.