Client Journey
From executive development
to strategic growth.
When the CEO of a Financial Advisory firm met Destined she was navigating a difficult ownership transition. After moving through our three phase process she was reinvigorated to grow her business and achieve her destiny.
1,000+
Clients
27
Years In Business
94%
Client Satisfaction
15
Service Lines
A Partnership Dissolution Creates New Opportunities
As this business made its way through the recession the owners decided to part ways. As a result the work environment became toxic and the original founder was exhausted from managing the situation. For this owner the way forward was no longer clear, she was not sure what should come next.
When she contacted Destined she was disillusioned but wanted to move forward and create positive change.
Lack of leadership
Toxic work environment
Faltering sales results
Client Results
In our Vision Session the owner reconnected to the “why” of creating the business. She was inspired to develop into the CEO the company needed to grow to the next level. After receiving personalized coaching she learned to fill the leadership role in a way that fit her style. Destined addressed the cultural struggles by guiding the management team to clarify the core values and reinforce them throughout the organization. After the culture reset the team developed a roadmap to reach their growth goals.
Aligned executive and management teams
Cultural reset
Strategic growth plan developed
“Destined helped us develop and implement a pragmatic strategy that created a strong foundation we continue to build on. Their business knowledge, approach, coaching and perspectives were instrumental in taking our company to where it is today. I feel fortunate that they were a part of our team during this critical time.”
CEO & Owner, Financial Advisory & Accounting Services Firm