Innovation: Client Success Story

Nick had a thriving financial services and insurance business. However, he was soon facing the reality of college tuition and his retirement savings were far from adequate. To achieve his goals, he needed to double his already six-figure income. In addition to his financial needs, Nick found that over the last year he had begun to lose motivation and interest in his business.

Willing to explore outside-the-box, Nick fully engaged in thinking differently about himself and his business. Among other innovations, he developed:

  • A process to manage his energy instead of his time.
  • A tracking system that allowed him to see the big picture, every day, and to effectively manage his leads and capitalize on referrals.
  • A strategy to grow his business by adding appropriate staff.

After six months, Nick closed his most profitable year ever. For every month in the new year, he successfully doubled his income over the previous year, and renewed his passion for his business.

410-628-2722 • Info@strategicperceptions.com

 

After six months, Nick closed his most profitable year ever.