Who am I/we

My AHA Moment

Growth was originally created to help me solve my marketing challenges for independent financial professionals.

Through every "logical" process I came up with to help financial professionals grow, I continuously got stuck in the time-warp that is financial services.

The industry is and will be light years behind most when it comes to marketing. That's largely due to regulatory requirements led by agencies that refuse to amend old and outdated processes, leaving financial advisors in a cave with a spear.

I realized that this led financial advisors to come up with creative ways to market, and paid for every subscription service that sounded remotely good.

This led to many clients living in a completely disperate world of technology and marketing with no connection or understanding of either. I often found that most had gotten in so deep, they didn't realize they'd been spending thousands on products they'd never used.

So, I decided to visualize and build pathways to connect them better, so they could GROW.