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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.