When you’re starting out as an advisor, it can be hard to picture the real-world impact of your work. Beyond the spreadsheets, workshops and planning tools, what actually changes for the client?
That’s why we’ve turned the spotlight on the business owners themselves.
These are the testimonials of two business owners who sat across from an advisor, unsure of what strategic planning would offer; until it changed the way they ran their business. From initial hesitation to breakthrough moments, their stories reveal what’s possible when advice meets action.
If you’ve ever wondered, “Does this work really make a difference?”, this is your answer.
“Being able to focus our attention on working on our business (and not just in our business) means that within the last three years, we have rebranded our business, leveraged our point of difference, and set up our business internally to go for growth.
Importantly, having access to strategic planning knowledge from a trusted advisor has also helped us develop as a leadership team by encouraging us to explore our strengths and weaknesses and to have candid conversations with one another. We are so much stronger as a result.“
I chose to work with a business advisor because I felt stuck. I didn’t know how to take my firm to the next level, and honestly, I felt isolated and alone. I needed direction and support.
When I attended a strategic planning workshop, everything just clicked. The approach resonated with me, and I could see that my values were actively incorporated into the process. That’s when I decided to dive deeper and join a group planning program. In that program, I worked alongside four other business owners, developing my own strategic plan. The experience was eye-opening, especially because I learned so much from hearing the perspectives of my peers from different industries.
Working with an advisor has helped me develop strategies that completely transformed my business. I doubled my revenue faster than I thought possible and (equally importantly) I reduced the dependency the business had on me as the key person.
Now, I continue to work with my advisor for team planning events and ongoing coaching. Their support has been invaluable. If you’re looking for trusted guidance to take your business to the next level, I can’t recommend getting yourself a trusted advisor highly enough.
