Tell me about your vision.
Well, our vision or my vision and our vision of what's next
is all about helping entrepreneurs and business
owners find their niche and where they can best serve.
We say we meet our clients where they're at
and help them get to where they want to go.
So we want to cut through all the expertise and programs
out there that people say they have
and help our entrepreneurs and business owners accomplish
what they most need in a way that keeps their originality.
We think there's a lot of cookie cutter processes out there.
And business owners miss the fact
that people work with them because of their uniqueness.
So we try to help them bring out that uniqueness
from that standpoint.
Tell me more about that.
It really has stemmed from I was in the financial services
business for 28 years and finding advisors or firms
that were promising all kinds of growth
if you became more like them.
And what the advisors and entrepreneurs
we found in that space, they would not
gain more business because they were being something
that they weren't to the clients they already had.
They were trying to become somebody they weren't.
They weren't genuine with how they were approaching clients.
So it just didn't work.
So we want to work with business owners
to help them find the success that is theirs in a way that
best fits them.
And from your experience, what were those coaches
trying the people to become?
Typically, it's just a high producing,
how to become a million dollar advisor.
I have this marketing system.
If you use it, you'll get 10 qualified new leads.
But everything that those programs encapsulated
didn't fit where our clients and our business owners had
come from.
They were kind of, I call them cookie cutter strategies,
that hey, if you follow this, you'll come out the other end,
just like me.
And that's not really why people work with business owners.
They work with them because of their uniqueness,
the needs they fill for them, and how they make the client
or customer feel.
It really isn't about any kind of program or system.
It's about the uniqueness that typically
attracts the clients or customers
that any business owner has.
That is awesome.
You hit it right on the head.
Thank you for sharing that.
So where did this vision come from, Tate?
It kind of came from, I mean, I spent
28 years in the financial services industry.
So it came from people coming into that industry that didn't
really have any kind of business background or business
foundation.
They came into the business with a broker, dealer,
or some other financial firm.
And they learned basic sales.
And they learned how to create a client base
and begin to grow their business.
But when it became a business, and they
needed to manage cash flow, and they needed to add staff,
and they needed to understand and be proactive about building
out their infrastructure, they didn't really
have any basis for that.
So we started my vision for helping anybody that came in
and became an accidental business owner
have more foundation as a business owner stems from that.
Just seeing people struggle to go from getting a business up
and running to really being business owners
and understanding their business from that side, Harry.
What, if I were to ask you, then how did you
get started in your journey?
It's kind of the same.
I came into this business and the financial services,
in this case, brand new.
I started with a broker dealer, worked with friends and family,
and really struggled to get my business up and going
because I wasn't good at the marketing or the prospecting
aspect of that.
And so I had to challenge myself into setting parameters
or goals for me to prospect every single day
so I could bring in new business owners.
So I learned that from the ground up.
What really started me on the business, understanding
the business basics more, was really
practice made more perfect written
by Mark Diversion, which is focused
around financial services and financial advisors running
their practice like a business.
And then Tested in the Trenches, which
is another book written by Ron Carson that
had a whole kind of consulting curriculum
in terms of how to help you set up your practice
and have good practice management
and understand the financials.
So as we started to get into that, especially
the advisors I worked with at my firm at that time,
didn't have that background.
So that's where the vision came from, to really be
a catalyst for advisors and business owners
to better understand their business and take
those simple steps to get it done instead of taking
the really complex steps, I guess you could say.
Thank you for being here today.
I'm really happy that you tuned in to Vision Pros Live.
I'm looking forward to seeing your reactions
as these episodes continue to move forward.
This is going to get more and more fun.
We'll have more and more engagement as well.
We'll invite people to participate in the show.
And thank you for giving us your time and attention.
Have an excellent time building out your vision
and becoming a Vision Pro yourself.