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Signed in as:
filler@godaddy.com
Kelly's Grandma (it's not lemon flavoured)
Kelly has been innovating in the Canadian financial services industry for almost two duck-ades. She has helped advisors, fintech companies, distributors, MGAs 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 employees and key stakeholders. He can't wait to get moo-ving and start solving your business pain points in fun, interesting 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, we get **it done and we find the right people to help us do it. We have an extensive network of subject matter experts and doers whose sole porpoise is to join us in our pursuit of 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 us to help you level up in common sense, sustainable ways.
We're emptying our bag o' trix 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. We work with Financial Advisors who share our values: honesty, doing what you say you're going to do, laughter and fun. No fowl play here. Because if we're playing a part in your success, 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, we have a long list of other industries where we have used our expertise: banking, insurance, real estate, professional sports, energy, construction, trades and more.
Many advisors want to change and modernize but lack the energy to grin and bear it through transition. We'll be 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 digging into your business - wart(hogs) and all - and seeing you have 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)... you won't be our guinea pig.
Our interactive FINewsletter for Independent Canadian Financial Advisors
Powered by highly efficient people.
Hi, it's Kelly and this un-fur-gettable advice is what my Mum always says to me. But I can't help it!
Our industry has become so serious and frustrating. My team & I thought we'd spice it up a bit and add a little play back into your day.
We're all about doing great work, providing you with useful content, actionable resources, and making sure we all enjoy ourselves along the way.
If you're a Financial Advisor and you find this even mildly entertaining, wait till you see our FINewsletter called Compound Disinterest. It's fun AND useful.
We look forward to seeing you smile. (or roll your eyes)
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