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

executive development - a middle aged woman standing against a wall smiling in the distance with an office behind her

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

Vision Session
Guided Project: Executive Coaching
Guided Project: Culture Deep Dive
Strategic Roadmap

“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

BE DESTINED

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