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.
Kelly has been innovating in business including the Canadian financial services industry for over two duck-ades. She has helped business owners, advisors, fintech companies, distributors, and carriers roar into the 21st century by adopting technologies and business practices that fit industry needs and enhance the client experience.
Matt has had a whale of a time the last decade and a half helping businesses stay hip(po) with the times as they market themselves and communicate with clients, prospects, employees and key stakeholders. He can't wait to get moo-ving and start solving your business pain points in fun, interesting and impactful ways.
We don't horse around... well, maybe just a little bit. But only when the situation calls for it. When it comes to business, our tools help you get **it done because we find the right people to help you do it. We have an extensive network of subject matter experts and doers who contribute to our tools and share our sole porpoise to support your success.
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.
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.
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.
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.
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.
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.
Get access to our monthly, interactive FINewsletter for the financial services industry. AND if you're an independent Canadian financial advisor, join our private LinkedIn group.
All the information, tools and resources you receive will be useful and usable and a whole lot of fin...umm...fun!
Just think about starting every project 50-75% of the way done. We know how hard it is for advisors, particularly those who own their own business, to tackle everything on your to-do list.
Instead of a word salad about 'what to do', we want to SHOW YOU HOW to to do the things that help your business. Whether you want to know how to hire (or sometimes fire), how to prospect digitally from the comfort of your armchair, how to choose the right technology platforms for your business, how to finally take that time you need for yourself, we've got the useful and usable templates, workflows, checklists, video walkthroughs and other tools to get you there. And that's just scratching the surface of what we offer - 24/7/365.