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A breath of fresh perspective
We admit it - we're 100% guilty of being different and doing different. Our perspective comes from DOING THE HARD WORK. Experience creates expertise and we work harder so you can work smarter with our know-how / show-how approach that takes you from To-Do To-Done.
Why We're Your Ele-Phantasy Team
Level-Headed Level-Uppers
Level-Headed Level-Uppers
Level-Headed Level-Uppers
Let's address the gorilla in the room. Life's too short for business leaders to try to juggle all your roles without the proper support. It's time to let the cat out of the bag and do something about it, by looking to our tools and resources to help you level up in common sense, sustainable ways.
Do-Good Go-Getters
Level-Headed Level-Uppers
Level-Headed Level-Uppers
We're emptying our bag o' trix into our tools because we bee-lieve there is more to business than chasing the next sale. Better business is about building the right relationships, treating people the right way and putting your customer truly at the heart of what you do. You can do good and do good business at the same time. We're living proof.
Focused Fact-Checkers
Level-Headed Level-Uppers
Splendiferous Strategists
Monkey see, monkey do. The Financial Advisors who use our tools successfully share our values: honesty, doing what you say you're going to do, laughter and fun. No fowl play here. We want to play a part in your success and we don't want to feel buffaloed when we're done.
Splendiferous Strategists
Splendiferous Strategists
Splendiferous Strategists
You iguana talk strategy? We're your people. And we think good strategy transcends any type of business. So while we focus on Financial Advisors, many of our tools and resources can support any type of business. Those who have used our expertise cover many industries: tech start-ups, banking, insurance, real estate, professional sports, recreational sports, energy, construction, trades and more.
Going-pher it
Splendiferous Strategists
Going-pher it
Many advisors want to change and modernize but lack the energy to grin and bear it through transition. Our tools and resources are that jolt of electricity you need to start making a difference because we give a hoot about you. There's nothing we like more than giving you what you need to dig into your business - wart(hogs) and all - and turn your challenges into success.
TwoCAN!
Splendiferous Strategists
Going-pher it
What do you get when you cross a wordsmithing, copywriting, project managing marketing director with a high-energy, optimistic, creative, visionary strategist? You get compound interest on your business that goes waaaay beyond the rule of 72.
And the best part is - we've done this many times before... (you know where we're going with this)... your business won't be our guinea pig.
The kinds of Financial Advisors we support
The Overwhelmed FA
The Digitally Delusional FA
The Digitally Delusional FA
This is your circus, these are your monkeys... The more hats you wear, the less effective you are. So stop monkeying around ~ use our tools to wear less hats.
The Digitally Delusional FA
The Digitally Delusional FA
The Digitally Delusional FA
Feeling a little outdated? Change, change and more change is what you can expect. Update your mindset FIRST ~ we'll navigate digital adoption and transformation together.
The Everyday Sheople FA
The Digitally Delusional FA
The Everyday Sheople FA
Ewe've developed some baaaaa~d habits and the business you have is a far cry from the business you want ~ we've got the know-how AND the show-how to get you from here to there.