Dan Taylor:
Founder, Advisor Freedom, Parent Care Solution, The American Pet Cross, and coach at The Strategic Coach
Tim Smith: Founder, Fairway Financial
Greg Fitzgerald: Founder, Tri-Oak Commercial
Greg Shields: Founder, Midwest Wealth Management "We are now so far beyond what the competition is doing and how they are presenting themselves, it's just not fair."
Don Chamberlin: Founder, Chamberlin Tax and Wealth Strategies "I'd always bought other people's programs and was apprehensive at first to create something from my own ideas but I am so glad I did. Before working with The Wisdom Link we hadn't closed any big wealth management clients. But after only a couple of months having a process, we closed six, $600,000 to $700,000 accounts. "
Kim Butler: Founder, MountainTops, Partners for Prosperity, and coach at The Strategic Coach
Greg Maddox, Founder, The Maddox Group "Honestly, I had forgotten how much work we’ve done/documented over the last 12 months but because we didn’t have a centralized portal to aggregate best practices they got lost on our respective C drives. With Playbook we now have it all laid out in one place and are able to add video and other doc’s to train off of which will be huge for our growth…thanks again!!
- Greg
Diana Fongheiser, Founder, PTS, Inc. "The support and direction from The Wisdom Link through this process has helped us to better understand what we do that's of value to our clients... simply. Most importantly, you’ve helped us to find a voice to speak our unique message without all the "noise" of trying to guess who or what prospective clients want us to be. The outcome of our work together is quite plainly and authentically, "us"... and we are using it to tear up the marketplace!!!
Thanks again for your patience and integrity."
- Diana
ONE YEAR LATER...
So, Sullivan introduced this new tool called “The Bad News Bonanza”. In it we analyze the Bad Situation Opportunity, what’s working and not working, then distill that down into a process that transforms the bad situation to good. I did the exercise completely organically and, dontcha know, my “new” process is precisely the process you helped us define more than a year ago! Gotta love it. The best thing of all is that, largely due to the process and the confidence it’s given us, we haven’t experienced any “bad news”. We have eliminated the things that weren’t working, revenues are 18% higher than last year, and our plans for PTS are bigger than ever! Thought you’d want to know . . . Diana
We know a little about you:
You face obstacles:
You've got a lot going on. Your team, projects, and clients all require your attention and energy.
It's hard to find time to spend on some of the future-based projects that excite you and will help you to grow.
You are so close to your business, you may not realize the great value you're creating.
Your years of experience lie in running your business, not necessarily in marketing it.
Most marketing resources don't understand what you are creating or why it is important.
Your investments must deliver returns.
You have lots to look forward to:
To be positioned differently in the marketplace.
To have a competitive advantage.
To provide a consistent and positive experience for your clients.
To increase your productivity.
To ensure that your team and referral sources know how to communicate your value with others.
You have much to be confident about:
You have great relationships with clients.
You are growth oriented - creating a bigger, better future.
You are always looking for new ways to compete in your industry.
You have great experience to leverage and wisdom to be packaged.
