Case Studies

Case Study #1 – Challenges and issues: T.P.

Lack of focus and direction, coupled with the loss of a significant client and the need to rebuild the book.

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Case Study #2 – Challenges and issues: D.B.

Incorporating a family member onto a team and the lack of an organized marketing plan.

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Case Study #3 – Challenges and issues: D&N

No branding or organized marketing activities; the lack of a strong value proposition frustrated the conversion of high profile relationships into business relationships.

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Case Study #4 – Challenges and issues: R.W.

A reactive practice w/ weak time management, a need to build a team and too many clients.

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Case Study #5 – Challenges and issues: T.G.

Lack of direction and focus with no marketing processes, no team job descriptions or role responsibilities.

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Case Study #6 – Challenges and issues: M.L.

The advisor had reached a plateau and needed inspiration and direction on how to take practice to next level.

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Case Study #7 – Challenges and issues: S.G.

Family practice – no defined roles, responsibilities or long-term vision, needed to develop a value proposition.

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Case Study #8 – Challenges and issues: U.P.G.

Team dynamics issues; motivated to grow but didn’t know how.

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