Success Stories

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Today’s Digital Marketing is far more complex than even a few years ago. Jake has a unique understanding of an integrated digital marketing strategy should look like.

The 4FP process combines taking control of your online reputation including website presence, social media strategy, and integrating a next-gen CRM to bring lead generation in-house, being compliant for regulators, and identifying where to focus your marketing dollars in your Digital Marketing decisions.
Jason B. Ball, | CFP®, ChFC®, CLU®

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Jake created the space and direction I needed to elevate my brand and business development. He listened, brought enthusiasm, ideas, and maybe most important, asked the right questions. He is always dedicated to making sure his vision and efforts on my behalf are aligned with my own vision and purpose.
Elizabeth Jetton | CFP®, Coach, Planner & Thought Leader

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I want you to know that I appreciate this help. I was always that dreamer kid who spent lots of time alone by choice. Talking analytically about myself is difficult. It’s not about feelings or intuition and I grew up in the land of judgement.

Painting and sculpture were my refuges in a wonderful but difficult childhood. I can assure you that I never dreamed of being a princess so there are a couple of things that have a great impact on me; “ To whom much is given, much is expected” and “Never confuse good fortune with worthiness."  "Know thyself" is also a big favorite. You have to lead me back because thinking about this raises my anxiety.
Charlotte Mabry | Ed.D, CeFT

Dallas/Ft. Worth Based Wealth Management Firm

Mike was an early graduate of the Devoted Client Attraction Method.  He had a ton of "to-dos" for his client acquisition system, but the steps didn't connect to his greater plan. 

We took a look and implemented a Client Acquisition System, and what happened next was nothing short of astonishing…

Focused Conversation

He now knows what he wants to achieve when he attends an in-person networking meeting.  He knows how to build his rapport with an acquaintance.

How their practice changed

He was able to set reasonable targets for his networking goals and connect his prospecting time to how he introduces his work to a prospect.

Better Prospects

The prospects who reach out to him today have context.  They understand how his goal of being a financial life planner will change their day to day lives. 

Better Client Relationships

The prospects that reached out to her were ideal clients who appreciated the impact of her financial planning skills and their increased financial literacy.

Nashville Based Wealth Management Firm

Steve and Mel came to us because they were growing but not how they wanted. 

Their clients weren't ideal. They were doing a lot of bespoke work, not getting the clients they wanted and feeling stuck.

We took a look and implemented a Client Acquisition System, and what happened next was nothing short of astonishing…

What they learned

Within a few months, they were able to identify and acquire a firm in their area and had their client base grow significantly! 

How their practice changed

Fast forward to today and they are acquiring another firm and they have the practice they want.

Better Prospects

By knowing their sweet spot and who got the most out of their work they were able to focus their message and attract clients who needed what they do best.

Better Client Relationships

High client retention with a better ideal client who is going to get a ton of value by working with them.

Aspen Based Wealth Management Firm

Danielle was a long term client when we started building Client Acquisition Engines for all of our clients.

She had been stuck. People weren't buying her new book.  Not acquiring clients, much less ones she felt were a great fit.  Within a few months of having a system, everything shifted. 

We took a look and implemented a Client Acquisition System, and what happened next was nothing short of astonishing…

Focused Conversation

With a plan she and her team knew where they wanted to focus their brand message and what to say to attract their ideal clients. 

How their practice changed

After years of being stuck with stagnant growth, everything changed.  

By unlocking their road blocks they were able to bring on a number of ideal clients.

Better Prospects

They had been stuck, their prospects had not been moving forward. 

After having a plan and updating their messaging it became apparent that a number of those prospects were waiting to become a client.

Better Client Relationships

With consistent growth and happy clients their firm was able to get to close to capacity with more ideal clients.

Sacramento Based Wealth Management Firm

Sheri person came to us wanting to expand her financial planning firm with a money coaching business that complimented her financial planning business.

We took a look and implemented a Client Acquisition System, and what happened next was nothing short of astonishing…

Focused Conversation

She identified the most important money skills that she wanted to teach her coaching clients and what types of clients she wanted to add to her planning practice.

How their practice changed

Focused conversations with specific deliverables.  

Her queue of clients expanded dramatically enough that she needed to hire an associate advisor.

Better Prospects

Her clients know not just how she will support them.  They also have improved financial literacy and more productive client meetings. 

Better Client Relationships

The prospects that reached out to her were ideal clients who appreciated the impact of her financial planning skills and their increased financial literacy.

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