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Better Experience. Better Business. Better Life.


what we believe:
 

  • The financial services industry is not a sales job

  • Selling excellent investments and advice isn’t enough

  • Clients are looking for and measuring value in different ways

  • We have been helping those advisors that do for over 20 years

  • Experience and service are not the same things

  • Better client experience is your best marketing

  • Attracting new clients is easy and almost effortless

  • To succeed you have to change the role you play in your clients’ lives.

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MEANINGFUL & LASTING
IMPROVEMENT

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We are very proud of our work, and we provide references. Everything we create is bespoke for each individual client. We work with advisors and teams; we host an engaged and philosophically aligned community and we stage immersive events and retreats that inspire.

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We really do hope that you feel you have found your place and if not, then we hope you find

what you’re looking for soon

TOM FRISBY

As a former practicing financial advisor, I have an insatiable business passion for coaching clients and their teams to develop creative and sustainable solutions adapted to the Experience Economy.

I have had the privilege of working with a who’s who of reputable institutions best seen on my LinkedIn page. My spare time is devoted to my family and sharing with them my other passions: hiking, cycling (with motors and not), kayaking, photography and guitar, with a little Old Timers hockey thrown in and a good book on the side.


 

Light and Shadow
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