True Stories

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.

 

True Story: Productive Collaboration Shined the Light on a Potential Successor

True Story: Productive Collaboration Shined the Light on a Potential Successor

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.

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True Story: Don’t Stash Your Profit-Loss Statement Under the Mattress

True Story: Don’t Stash Your Profit-Loss Statement Under the Mattress

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.

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True Story: The Danger of Skipping the New Hire Onboarding Process

True Story: The Danger of Skipping the New Hire Onboarding Process

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.

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