What We Do

We help B2B advisors replace their “busyness” with faster business growth using compelling content, lean selling and process automation.

Who We Work With

Network-oriented B2B advisors who have at least 10+ years of experience in any of these professions:

Business Attorneys
Business Brokers
Business Consultants
Business Coaches
Business CPAs
Business Appraisers
Commercial Bankers 
Commercial Insurance
Employee Benefits
Exit Planers
Financial Planners
Investment Bankers
Life Insurance 
Private Capital
Wealth Managers

Each Network Helps Businesses Overcome 192 Challenges in 10 Categories.

1. Financial
2. Legal
3. Management
4. Marketing
5. Operations
6. Recruitment (HR)
7. Sales
8. Strategy
9. Taxes
10. Technology

The “Other” Challenges

Even though they can help clients overcome all those challenges, many business advisors are unable to overcome their own challenges like:

1) Non-stop BusyNess instead of non-stop New Business.
2) Confusion, frustration, uncertainty and overwhelm over which business development strategies work best.
3) Flat or declining growth and/or limited scalability.
4) Chasing prospects who lack urgency.
5) Perplexed about how to get more done with less effort.

Attention Business Advisors

Within 30 Days COVID Caused 3 Seismic Changes

1. Reversed 12 years of increasing business valuation multiples.
2. Erased 15 years of workplace behavior.
3. Disrupted decades of established business development practices.

And Simultaneously Created 3 HUGE Opportunities 

1. Business owners are paying closer attention than ever before.
2. Business owners are looking online for answers.
3. Business owners are focused on learning, growing, and changing.

But Despite These Unprecedented Opportunities...

YOUR business may still be doomed without you even realizing it. Especially if you're operating from The “Old School” Mindset... the outdated way of thinking about digital transformation and how you fit into it.

Unfortunately, more old school advisors are working harder than ever right now because they’re thinking in a way that will cause them to fail. So if outdated thinking is keeping you chained to your desk because you’re making any of the five common mistakes others are making right now, it’s probably because of what you learned from your upbringing. 

But that's all okay! It's all you knew... UNTIL NOW!

So Here's the New Reality: If your business development process doesn’t become more digital, you simply won’t be able to compete in today's market. Not to mention that the trends working against you right now are accelerating at a faster than ever pace.

That's why transitioning now from an old school advisor  to a digital advisor has never been more urgent because business owners realize that having access to more information helps them make better, faster, and even bigger decisions. And whether you accept it or not, traditional business advisors are fading fast as the gatekeepers of information. In fact, research shows 75% of B2B buyers are now getting their information from somewhere else.

As a digital advisor, a streamlined funnel can deliver more timely information to leads, prospects and customers, plus automatically handle everything else except the all-important human interactions that you absolutely must be part of. 

It also helps you avoid the most common old school business development mistakes pertaining to your:

1. Business Model
2. Content Strategy
3. Lead Generation 
4. Sales Cycle
5. Performance Metrics

SCHEDULE YOUR  FREE 15-Minute Business Development Audit

We'll Show You How to Kick the Old School Mindset to the Curb, Stop Trading Time for Money, and Level Up Your Life and Your Business Development... while your competition keeps wondering what's next.