Success Stories

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You have such valuable knowledge that is industry-specific...  Your knowledge base is tremendous.
George Guttman | CFP®

”

Sheri Conklin

I was going around in circles and not knowing what direction to go into, what to start with, and what to work on. You have broken the process down and you are leading me through what needs to be done in all of the steps in the process. I don't know why I've struggled so much because you're making this seem very simple and easy.  And I'm absolutely enjoying the process, I love working with you, and I love the ideas that we've come up with. So, I am extremely happy and can't wait to see what we end up with on the final product.
Sheri Conklin | CFP®

”

In ‘Good to Great’, Jim Collins touts the benefits of “Getting the right people on the bus in the right seats”. With a shared vision and mission, I have been fortunate to get Jake on my bus and in the right seat of “digital marketing maestro” (his given title by me) in our organizations. The digital world is vast and I deeply appreciate Jake’s guidance as we course through this new, amazing, and opportunistic terrain.
Danielle Howard | CFP®, CKA®, speaker, and educator

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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