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.