Great leaders are curious cats. We want to know what businesses and leaders have done to improve.
Our True Stories are just that – true. We remove names to allow their stories to teach you. And the bonus is that these stories let you know that you are not alone in needing or seeking evolutionary change.
If you seek a specific topic, feel free to save time by entering the particular keyword phrase or phrases into the “search true stories” field found above.
This True Story shares a long, arduous journey to overcome not only company shortfalls, but corporate culture and mindset. It is a challenge to implement change when buried in a quagmire of outdated systems, processes, and convictions.
This is a true story of time, energy, and unwavering commitment to change. It is a story of digging out of the weeds, seeing the flaws, and giving it their all to produce brilliant results from a tsunami of change. And it is a story that you can have too. Here is the how…
Sometimes the best ideas only require a little elbow grease. Here is how a business attracted $30K in revenue using completely free methods.
This story is one for the books. It shows how productive collaboration showed a leader the path and technique to becoming a successor.
This $3.9 million gross revenue services firm was lead by founders that embraced their team as work family, oozed positivism, and wanted to empower their team to rise up and succeed them. But both lacked the techniques to make this happen naturally and in a timely manner. See what happened when we introduced productive collaboration.
Financial accountability is the single most important factor affecting your business’s ability to grow. Without it, you are simply relying on luck to get by. Some firms however, find their luck has run out a little too late. Read a true story of a firm whose lack of financial accountability led to a series of unfortunate and possibly devastating events.
This month’s true story examines onboarding gone terribly wrong. This $600 million AUM, fee-only planning and investment firm of 14 employees sacrificed a full year of productivity and profitability and lost 1 senior advisor due to lack of a systematized onboarding process. The haunting part? I see this happen all the time. Don’t let this be you.
Find out what happens when advisors rush to hire and don’t follow a robust screening process. Spoiler alert: it’s costly.
Here are the problems we solved: business growth was stagnant, profit margins were in single digits, lacked clarity on client segments, low productivity, and culture stuck in negative mode with business improvements stalled. What was done?
Letting clients go can be a difficult decision and continually hiring new employees wasn’t the best solution to growth. Here is the story of how one firm used Facet Wealth to thrive!