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Tell me about your vision.

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Well, our vision or my vision and our vision of what's next

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is all about helping entrepreneurs and business

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owners find their niche and where they can best serve.

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We say we meet our clients where they're at

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and help them get to where they want to go.

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So we want to cut through all the expertise and programs

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out there that people say they have

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and help our entrepreneurs and business owners accomplish

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what they most need in a way that keeps their originality.

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We think there's a lot of cookie cutter processes out there.

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And business owners miss the fact

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that people work with them because of their uniqueness.

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So we try to help them bring out that uniqueness

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from that standpoint.

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Tell me more about that.

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It really has stemmed from I was in the financial services

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business for 28 years and finding advisors or firms

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that were promising all kinds of growth

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if you became more like them.

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And what the advisors and entrepreneurs

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we found in that space, they would not

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gain more business because they were being something

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that they weren't to the clients they already had.

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They were trying to become somebody they weren't.

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They weren't genuine with how they were approaching clients.

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So it just didn't work.

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So we want to work with business owners

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to help them find the success that is theirs in a way that

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best fits them.

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And from your experience, what were those coaches

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trying the people to become?

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Typically, it's just a high producing,

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how to become a million dollar advisor.

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I have this marketing system.

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If you use it, you'll get 10 qualified new leads.

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But everything that those programs encapsulated

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didn't fit where our clients and our business owners had

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come from.

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They were kind of, I call them cookie cutter strategies,

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that hey, if you follow this, you'll come out the other end,

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just like me.

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And that's not really why people work with business owners.

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They work with them because of their uniqueness,

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the needs they fill for them, and how they make the client

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or customer feel.

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It really isn't about any kind of program or system.

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It's about the uniqueness that typically

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attracts the clients or customers

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that any business owner has.

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That is awesome.

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You hit it right on the head.

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Thank you for sharing that.

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So where did this vision come from, Tate?

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It kind of came from, I mean, I spent

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28 years in the financial services industry.

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So it came from people coming into that industry that didn't

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really have any kind of business background or business

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foundation.

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They came into the business with a broker, dealer,

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or some other financial firm.

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And they learned basic sales.

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And they learned how to create a client base

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and begin to grow their business.

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But when it became a business, and they

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needed to manage cash flow, and they needed to add staff,

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and they needed to understand and be proactive about building

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out their infrastructure, they didn't really

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have any basis for that.

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So we started my vision for helping anybody that came in

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and became an accidental business owner

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have more foundation as a business owner stems from that.

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Just seeing people struggle to go from getting a business up

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and running to really being business owners

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and understanding their business from that side, Harry.

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What, if I were to ask you, then how did you

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get started in your journey?

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It's kind of the same.

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I came into this business and the financial services,

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in this case, brand new.

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I started with a broker dealer, worked with friends and family,

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and really struggled to get my business up and going

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because I wasn't good at the marketing or the prospecting

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aspect of that.

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And so I had to challenge myself into setting parameters

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or goals for me to prospect every single day

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so I could bring in new business owners.

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So I learned that from the ground up.

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What really started me on the business, understanding

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the business basics more, was really

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practice made more perfect written

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by Mark Diversion, which is focused

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around financial services and financial advisors running

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their practice like a business.

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And then Tested in the Trenches, which

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is another book written by Ron Carson that

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had a whole kind of consulting curriculum

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in terms of how to help you set up your practice

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and have good practice management

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and understand the financials.

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So as we started to get into that, especially

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the advisors I worked with at my firm at that time,

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didn't have that background.

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So that's where the vision came from, to really be

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a catalyst for advisors and business owners

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to better understand their business and take

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those simple steps to get it done instead of taking

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the really complex steps, I guess you could say.

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Thank you for being here today.

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I'm really happy that you tuned in to Vision Pros Live.

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I'm looking forward to seeing your reactions

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as these episodes continue to move forward.

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This is going to get more and more fun.

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We'll have more and more engagement as well.

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We'll invite people to participate in the show.

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And thank you for giving us your time and attention.

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Have an excellent time building out your vision

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and becoming a Vision Pro yourself.