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