Better Experience. Better Business. Better Life.
what we believe:
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The financial services industry is not a sales job
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Selling excellent investments and advice isn’t enough
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Clients are looking for and measuring value in different ways
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We have been helping those advisors that do for over 20 years
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Experience and service are not the same things
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Better client experience is your best marketing
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Attracting new clients is easy and almost effortless
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To succeed you have to change the role you play in your clients’ lives.
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.
