How to Build a Profitable Growth Business

Breaking the Mold: Why 90% of Coaches, Consultants, and Advisors don't make it past the five-year mark– And How You Can Defy the Odds. This statistic frustrates me. It’s heartbreaking to hear about so many killing themselves or suffering in silence instead of seeking help. Owning multiple businesses in these industries, I've met many people who have shared their challenges. The main reason for failure? Lack of clear direction. Many advisors and coaches struggle to figure out: -> Where to begin. -> Where to concentrate their efforts. -> What to prioritize. Today, I want to share the strategies that have driven my businesses to over 300% year-over-year growth since 2014, expanding our wealth coaching services to all 50 states and our consulting firm globally. These insights are applicable to anyone in the service industry. 1. Define Your Ideal Client with Laser Precision Every business decision I make is guided by a crystal-clear picture of my ideal client. I've detailed: -> A fictional name -> Family background -> Career and income level -> Biggest fears and challenges -> Aspirations and dreams 2. Frame Your Service as Exciting & Continuous Planning A one-off plan isn’t enough. It’s just a momentary snapshot. Each year, we craft a new plan for every client. Clients especially value spontaneous, unstructured calls during major life or business decisions. Having our team on retainer, ready to assist whenever needed, is what clients appreciate the most. 3. Know & Measure Your Value Relentlessly We quantify every aspect of our value, even the intangible ones. Get Creative. We offer free strategy sessions, free workshops, and scholarships. We even done plenty pay on performance at the beginning. To this day, we offer scholarship -based plans supporting single moms, veterans, and Team USA athletes. We meet clients where they are, helping them grow their businesses and protect their wealth in ways that are safe, grow tax-free, and are shielded from market losses. Clients love it and refer us to others. We’ve collected thousands of video and written reviews over the last decade. 4. Focus on Clients and Prospects Delegate everything else as soon as you can. Acquiring new business and meeting with existing clients are the most valuable activities. When you’re not worried about where your next client is coming from, you can be fully present with your current clients. 5. Build Your Personal Brand Your online presence might not bring in direct clients immediately, but it keeps you top of mind with your existing ones. Want to grow faster? 🗣 Start speaking on stages and around your community more often. In conclusion, I didn’t come up with all of this on my own. I’ve been mentored and coached by incredible people and listened to thousands of clients over the years. This is all a culmination of those experiences. ♻️ Repost this. You never know who we may save. ♻️ Click my name + follow + 🔔 #success #linkedin #leadership #resilience

I built a $700K+ a year business using my laptop & Basecamp; here are my top 6 lessons. Context to that: We don't have a fancy tech stack. We don't do SEO, paid ads, PR, etc. LinkedIn & referrals = 100% of our biz. ------------------- #1 Be highly visible Luck surface area is a huge determiner of early success; you'll never find success if you don't put yourself out there. Networking groups, LinkedIn, online communities, incubators, etc. Hang out where your clients hang out. Don't focus on sales; focus on relationships. Early on; you really don't know where your best deals will come from; so take that call or send that connection request. #2 Measure progress in quarters / years; not week / months. Unlike all the hustle porn you read online; overnight success is RARE. This means you should likely have 6-12 months of expenses set aside before you make a plunge. I've seen several posts lately where folks are trying to build their biz & work FT W2; not saying it's impossible; just challenging. My first year I grossed 70K & netted 10K. It would have been easy to give up. The next year I grew 400%; however that time b/t year 1 & 2 is where many throw in the towel. # 3 Move the ball forward daily This does not mean 12 hour days / work till exhaustion. I never worked late into the night. But if you think you can build a business working every other day; or taking long stretches of time off; you're wrong. # 4 Build a network. There will be problems that your ideal clients have that you don't personally solve. However; the best way to be of value to a client is to solve their problems. I once sent a lead 6 diff referrals (over course of a year) before we closed our deal. Having a robust network of referrals is highly valuable. This also often has a reciprocal effect as the same folks who you send referrals; will often send you referrals back (if you want our referral agreement template; comment template; and I'll DM it to you!) #5 Save 50 cents on every dollar made. State & federal taxes need to be paid quarterly. I put a fixed amount of $ aside every week for this. This is around 15% of gross revenues (rough estimate) It goes into a money market account to earn interest (as do all my savings) Rainy days are real & so is lumpy cash flow. I aim for 7-8% of all of my earnings to go towards rainy day. I also have a fund for my W2 employee (another 2-3% monthly) I save for holiday bonuses each month. I find moving small amounts more frequently helps & automating it is key (i.e. setting up $100 auto transfer each Monday for every item above) This lesson helps you sleep better. #6 Being great is doing the little things, over time, consistently. For example; showing up on time to meets Being prepared. Answering emails quickly. Being positive These aren't rocket science, but many can't consistently do them for years. This is your edge. Our goal for next year (year 5) is to break 7-figures. 🚀

It took me 14 years to learn how to create a scalable business. I’ll teach you in 5 minutes: 1. 𝗜𝗱𝗲𝗻𝘁𝗶𝗳𝘆 𝘁𝗵𝗲 𝗦𝗶𝗻𝗴𝗹𝗲 𝗣𝗼𝗶𝗻𝘁 𝗼𝗳 𝗙𝗮𝗶𝗹𝘂𝗿𝗲 Every business has one. It’s the weak link that can break everything. → Find processes without backups. → Look for tasks that rely on one person. → Check for tools or systems with no alternatives. Awareness is the first step. 2. 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 Spread the load. Don’t let one person hold all the keys. → Cross-train your team. → Rotate tasks regularly. → Document procedures. Resilience comes from redundancy. 3. 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁 𝗥𝗼𝗯𝘂𝘀𝘁 𝗦𝘆𝘀𝘁𝗲𝗺𝘀 Systems are your safety net. They keep everything running smoothly. → Standardize processes. → Automate repetitive tasks. → Use project management tools. Systems reduce dependency on any single point. 4. 𝗕𝘂𝗶𝗹𝗱 𝗮 𝗥𝗲𝗹𝗶𝗮𝗯𝗹𝗲 𝗕𝗮𝗰𝗸𝘂𝗽 𝗣𝗹𝗮𝗻 Be prepared for the unexpected. Have a Plan B. → Test your backups. → Create backup plans. → Backup data regularly. A good backup plan is your business insurance. 5. 𝗙𝗼𝘀𝘁𝗲𝗿 𝗮 𝗖𝘂𝗹𝘁𝘂𝗿𝗲 𝗼𝗳 𝗖𝗼𝗻𝘁𝗶𝗻𝘂𝗼𝘂𝘀 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁 Never stop improving. A stagnant business is a failing business. → Embrace change. → Encourage feedback. → Regularly review processes. Continuous improvement keeps your systems strong. 6. 𝗜𝗻𝘃𝗲𝘀𝘁 𝗶𝗻 𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 Your team is your greatest asset. Keep them sharp. → Offer regular training. → Encourage learning and growth. → Promote professional development. A skilled team can handle any challenge. 7. 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 Use tech to your advantage. It’s a powerful tool. → Use cloud solutions. → Use reliable software. → Stay updated with tech trends. Technology can minimize single points of failure. 8. 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 𝗮𝗻𝗱 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗥𝗲𝗴𝘂𝗹𝗮𝗿𝗹𝘆 Keep an eye on your systems. Regular checks prevent issues. → Conduct regular audits. → Adjust strategies based on data. → Track key performance indicators. Proactive monitoring keeps your business running smoothly. 9. 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗲 𝗮𝗻𝗱 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗲 Effective communication is key. Keep everyone in the loop. → Use collaboration tools. → Hold regular team meetings. → Foster open communication. Good communication can prevent many failures. 10. 𝗕𝗲 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗣𝗶𝘃𝗼𝘁 Stay agile. Be ready to change direction if needed. → Watch market trends. → Be open to new ideas. → Adapt quickly to changes. Agility helps you stay ahead. That's it! — Like this post? Please let me know what you thought in the comments below. Also, click on my profile 👉 Jesse and subscribe to The Agency CEO Newsletter for weekly tips on scaling your agency. Ps. Want help implementing? DM me "Scale" to learn more.

Here's how I'm helping one client go from $1 million ➡️ $3 million in 2024. A good coach or consultant helps you get quick WINS.... ...but a GREAT one helps you understand how to create BOTH short and long-term wins. Iconic brands are built on both. Quick wins can boost morale and provide immediate results, but it's the sustained, long-term strategies that lay the foundation for continued success. To succeed in today's market, you must: 🔥 Understand your market and your place in the market 🔥 Maintain a clear vision: daily actions should align with long-term goals 🔥 Embrace flexibility and adapt to changing circumstances. In order for my client to more than double his revenue this year, he will need to: 1. Work towards creating a truly independent business model. One that operates without him rather than because of him. 2. Breakdown the operations of the business and remove unprofitable and unproductive routines that hurt his profit margins and his overall well-being. 3. THINK differently about work, people, money, and time 4. Develop the 4 systems for a self-sustaining business My client is learning to seize immediate opportunities, and simultaneously invest in the future of his company. This is a critical part of becoming an iconic brand who WINS BIG.