Client Success Stories

This is the story of a $1.4 million partnership between two 2nd generation owners facing challenges with an aging client base, an unenergized team, and a lack of clear goals and standards. In 9 months we led them through a transformative journey by optimizing their technology, streamlining processes, and implementing realistic growth goals. By leveraging effective team-building techniques, outsourcing to skilled providers, and embracing new software solutions, the business experienced a remarkable turnaround. Read on to learn more and be inspired.

Imagine a world where your business thrives without limitations, allowing it to grow more freely. This is the story of a client who dreamed of running their own business unhindered by others. They wanted to develop their own company...

One of the biggest hurdles to overcome for business owners is figuring out how to effectively manage and empower your team to drive success and growth. When you've poured your heart and soul into cultivating a loyal team, it can be...

In 2019, a small business was doing okay. They had 40 clients and $670,000 gross revenue. The team cared about their peers and clients and worked hard. However, their growth had stagnated because the owners lacked time to develop more...

There were significant hurdles to overcome in this service business. But our client, a seasoned business owner, was no stranger to adversity. Their unwavering vision to positively impact their clients' lives, their resilience, and their...

Here’s the story of our client who—despite strong revenue and interest from other smaller firms to be acquired by them—was struggling with low profit and a whole lot of no.

Thankfully, they came to us in time to turn it all around.

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 It is a challenge to implement change when buried in a quagmire of outdated systems, processes, and convictions.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!