Ideal Client Experience

For businesses where the client comes first.
Hitting a growth plateau?

It could be a failure to put client experience first in your business framework. We can show you exactly how to do it. Step by step.

Get your Ideal Client Experience score!
Three Steps to Success

1. Ideal Client
Discover your ideal client. This client profile summarizes your target in way that will help you focus all your efforts on the stuff you are made for. Bonus: It will also help you attract the right colleagues and teammates. This will focus your message and increase you sales potential right away. These are the people you were built to serve!

2. Ideal Experience
Put a playbook system together that guarantees the best experience for your best clients. This is the foundation for your business framework. The end result? You will generate serious advocacy among your client base and your sphere of influence, and this will create an unstoppable growth machine! NOTE: Experience-driven businesses see over 1.5x higher year-over-year growth than other companies in customer retention, repeat purchase rates, and customer lifetime value (Forrester and Adobe).

3. Ideal Team
Learn to set goals and inspire your team toward your best future. It is time for you to develop contributors who think like owners, not just employees who do tasks. This will lead to the happy and productive team experience you have always desired. Ultimately, you want the business stuff run without you so you can enjoy a stable team and earn the personal margin you deserve.
Key benefits of our programs:
Peace
As the leader of your advisory firm, it is good to have a trusted perspective partner help you work ON the business, not just IN it.
Value
This engagement will show you how to build more value inside of your business, not just cash flow and not just your "book" of clients.
Freedom
Learning to develop contributors--not just employees--will build more margin into your life for play, rest, and family.
Articles to get your brain moving
HOW THE IDEAL CLIENT EXPERIENCE WILL SAVE YOUR BUSINESS
ARE YOU LEAVING THIS 1 THING OUT? YOU MIGHT BE LOSING TRUST WITH YOUR...
3 WAYS TO TURN LOYAL CLIENTS INTO CLIENT ADVOCATES
HAPPY CLIENTS
What do other advisory experts have to say?

"This engagement has provided clarity in my business vision and how to strategically grow my wealth management practice. H.B. has been a masterful coach at making me aware of my potential."
- Erik, Financial Advisor

"Without H.B.‘s intentional guidance, practical next steps, personalized approach, and constant encouragement, we never would have prioritized growth to this level."
- Whitney, Director of Marketing and Development

"I needed someone with experience to help me through the business development process. H.B. brings so much real life experience and insight to our work together it makes me feel confident that he will help me accomplish the goals I've set for myself."
- Amelia, Design Business Owner

"H.B. brings creative insights and a perspective from a different part of the brain than you would typically use in standard organizational leadership."
- Jonathan, President and CEO, Non-Profit

Is this valuable for me?
H.B. is a Growth Advocate^® for advisors. He honed his communication skills over decades in publishing and public presentation. As a Christian nonprofit founder and executive, he learned a lot about building trust in order to deliver value. He also learned a great deal more about client experience working in the financial services industry. With four decades of experience banging his head on leadership problems, H.B. has distilled some healthy growth solutions customized for highly relational business owners. Read his short bio.
BUY THE BOOK!
Learn how to put the ideal client experience into a playbook for your whole team! This stuff will literally save your business.

Buy the Book
If you sell strategy, not stuff ...
Than we guarantee that we can help you improve in these three critical areas:
PURPOSE
Let's refocus your value proposition. Let's focus your message. It is time to become famous for one thing.
PROCESS
Let's help your best clients become your best advocates! This means ideal client experience is job #1.
PEOPLE
Let's get your whole team on the same page so they can literally run the firm without you.
ONLINE COURSES
Make progress on what is important to you!
Focus Your Business Identity: THE ONLINE COURSE
ARCHER BOW ARROW TARGET:
Focus Your Business Identity

INCLUDED:
Articles. Exercises. Videos. Tutorials. Web-links. 1:1 Meetings with a Growth Advocate. A complete online, self-guided learning course that is updated often and designed exclusively for business leaders who love people and want to provide epic client experience.
Coming soon
Build an Ideal Client Experience: THE ONLINE COURSE
NEVER DROP THE BALL AGAIN:
Build an Ideal Client Experience.

Purchase once. Access for life!

BEFORE YOU BUY:
- Have recent hiccups in client experience cost you money?
- Do you need an easy to follow process to keep your ideal clients happy?
- Is your team struggling to understand their individual roles in client experience?
- Do you want to turn your best clients into strategic advocates?

If these questions stir you to action, then this course is for you. It will take you step-by-step, week by week, through a client experience framework designed just for you and your firm. You will learn how to build an ideal client experience system so you never drop the ball again. Let's go!

INCLUDED:
Articles. Exercises. Videos. Tutorials. Web-links. 1:1 Meetings with a Growth Advocate. A complete online, self-guided learning course that is updated often and designed exclusively for business leaders who love people and want to provide epic client experience.
Coming soon
Leading a Self-Sustaining Team: THE ONLINE COURSE
DREAM HOME PRINCIPLE:
Leading a Self-Sustaining Team

INCLUDED:
Articles. Exercises. Videos. Tutorials. Web-links. 1:1 Meetings with a Growth Advocate. A complete online, self-guided learning course that is updated often and designed exclusively for business leaders who love people and want to provide epic client experience.
Coming soon
CUSTOMIZED FOR YOU
Money is not the obstacle.Your big obstacle is just deciding to take the first step. This first step is getting help from someone who "gets you" and has the skills to get you moving. To make this easier, here are the personal advisory levels I offer:
ACCESS
Entry level, easy access. No calendar hassles.
$297
per month
COMPARE
Access to the Resource Library on this site. Private, online conversations with H.B on desktop and mobile. 200+ page, hardback ICX Workbook.
Month-to-month.
Recommended
ACCOUNTABILITY
In-person coaching, a phone number to call, adding a face-to-face quarterly 1:1 workshop.
$497
per month
COMPARE
*Everything in ACCESS coaching level, PLUS: Quarterly 90 Minute 1:1 Workshops and H.B.'s Cell Phone Number for faster access to realtime engagement.
ADVISORY
Priority advisory experience. Realtime access, monthly 1:1 workshops, get down to business.
$11,997
per year
COMPARE
*ACCOUNTABILITY coaching, PLUS: Monthly 90-Minute 1:1 Workshops, the complete ICX Toolkit--slick visual aids for leaders, and priority access for in-person and video conversations.
GO BACK
Only nerds who love to read details should go any farther. Normal people should probably turn back and connect with H.B.
WHAT TO EXPECT
_{Strategic support for the IDEAL CLIENT EXPERIENCE is delivered via a private, personal coaching engagement. Learn to implement an enduring business framework and bring joy back to your leadership experience. Re-focus on aligning the big three}_{: PEOPLE, PROCESS, and PURPOSE. And don't forget, H.B.'s CEPA certification guides the process toward increasing the value of your firm in preparation for the seasons to come.}

_{Here is some of what is included:}

Hours of In-Person Onboarding & Debriefing
Hours of Private Monthly Strategy Calls
Weeks of Flexible Private Connection
Learning Videos in a Private Library
Pages of Workbook and Process Journal
Team Exercises for Leading Your Team
Keys to Improving Your Leadership Gifts
Track up to 10 Key Results that are Important to You
FIRST STEP

Name *
Email *
Phone *
Your Business *
Please describe the nature of your work.
Experience *
Select an option
Qualifications *
Check all that apply:
Growth is very important to me.Building trust is essential to my success.Wisdom is the primary commodity I trade.
My Team *
Tick all that apply.
My team is over 10 peopleMy team is over 3 peopleI have equity partnersI am the lead visionary
Message *
Tell me about what you are dealing with right now. What are your obstacles, and why do you think I could help? This is a private note, and you will not be added to any mailing lists.