Learn about how our clients have taken their businesses to the Next Level using our processes and strategies. Click on the Success Story number to view a PDF or click the video link below to view a client video testimonial.

DOUG MCPHERSON helps owners of construction and aggregate companies develop their succession plan. We helped him develop The McPherson® Critical Path Process. His program helps his clients develop a "critical path" for their succesion. We have helped him with the packaging of all areas of his program inclusing his marketing material, his program binder, a parable book called A Boat Called Freedom, and all of the licensing material. This program helped Doug close many new top-quality prospects, and sell his business for a large sum.

JASON GREENLEES is a financial advisor with RBC Dominion Securties in Toronto. He is the creator of two programs: The Total Financial Organizer, and The BIG Goal Approach. He is the writer of a book called The BIG Goal Approach which chronicles experience as a Ironman Triathlete. We have helped Jason with his branding, packaging, and marketing for many years.

GAIR MAXWELL is the founder of The Fundy Group, and the creator of The Seamless Brand. They are business growth specialists who focus on linking marketing and human resources into a unified, dynamic brand experience for our clients. By working through The BIG Idea Adventure, they were able to take their many great ideas and concepts and pull them all together into a single brand and package that is easy to explain, easy to sell, and profitable to deliver. Gair gives his presentations about The Seamless Brand to groups around the world.

DEBBIE LAMBERT - Debbie is a co-creator of The Essential C.A.R.E. Process™ and a principal owner of The LBL Group in Los Alamitos, CA. Even though The Essential C.A.R.E. Process™ is a new BIG Idea for the LBL Group, it has made an immediate and dramatic impact on their ability to attract great new clients and surpass their financial goals.

JIM POE - CEO of Senior Retirement Planners , an independent financial advisory firm in Fort Worth, Texas, is enjoying unprecedented business growth after packaging his proprietary retirement planning process. Jim and his team use The Guaranteed Income Process™ to help people who are planning for, or already enjoying retirement, develop and implement a personal plan for guaranteeing their retirement income. “We have doubled sales and reduced the amount of work we do,” he says. “We've expanded our operations significantly because we have been attracting much bigger clients.”

ANDY WIMBERLY - A financial advisor from Jackson Mississippi created a program called The Discovery Process, which he says has increased both his passion and his profits. “I used to just sell life insurance, but now I am really making a difference in people's lives. Instead of focussing on our products and services, I act as a coach by asking questions and by telling stories. The Discovery Process gives my clients greater clarity and direction, and helps them take charge of their lives, their businesses, and their finances.”

KEN VAN LEEUWEN - By packaging his services as a “program”, the successful financial planner in Princeton, New Jersey, has helped stand out from the thousands of other financial planners in his marketplace. “Financial planning is an innocuous phrase,” Van Leeuwen says. “Everyone says they are a financial planner—from the person at the bank to high-end financial advisors. That’s why we branded our services as The Total Wealth Advantage: we are now perceived as different, with something more different and more valuable to offer.”

JIM MONIZ - Video Testimonial: We have been helping Jim with his packaging and marketing for many years. We have helped him develop his BIG Idea and corresponding presentations, brochures, educational materials and audio packages. He says, "I'm always amazed at what we are able to come up with."

RICKY LYONS - Ricky is the owner of Champion Partners, a commercial real estate development company in Pheonix, AZ. We’ve helped Ricky and his team package several programs and concepts including The Tenant Advocacy Experience and The Champion Experience. The Tenant Advocacy Experience helps tenants achieve greater success in their retail business. The Champion Experience is an overall philosophy that strives to provide the best possible experience to everyone associated with the company. Through these packaging concepts, Champion has established itself as a one-of-a-kind real estate development company.

RICK BAUMAN - the creator of The Vertical Growth Experience, a coaching program for insurance brokers, says packaging his Big Ideas has helped him connect more effectively with his marketplace. “We have a very successful coaching program, but we struggled to clearly explain what we do, and the benefits our program,” Bauman says. “But by creating a simple graphic —The Vertical Growth Model—we distilled down exactly what it is that we do. Now we can explain our program more quickly and easily, and that helps us get more members.”

DAVID SINGER - Packaging their value-added services as a “product” has helped Singer Nelson Charmler, a successful New Jersey-based insurance brokerage stand out as better and different from the competition. We helped them name and package several of their value-added services—such as The Health Plan Optimizer. Writing and publishing BIG Stories has also helped the company better communicate the benefits of their packaged value-added services.

NATE SACHS - By professionally packaging his succession, exit, and transition (SET) planning services for business owners, Nate Sachs, a successful financial advisor in Scottsdale, AZ, increased his revenue by 50 percent in the first 18 months. "When I came to BIG, I had an idea in mind to provide a new, better kind of service to my clients," Sachs says. "But it was only an idea. You helped me pull together the entire package-the concepts, the words, the graphics, and the sales and marketing process. Now we offer our prospects a professional SET planning package called the Blueprints For Tomorrow® program."

DIANA BISHOP - Packaging Success Story Program quickly generates $200,000 for entrepreneur. After 20 years as a broadcast journalist, Diana Bishop wanted to become an entrerpreneur, but she didn’t know how to package and sell her unique talents. “I knew I loved telling people’s stories, but I didn’t know how to make money doing it. I was afraid I would become a low-paid communications consultant writing copy for web sites and brochures. But then I joined The BIG Idea Adventure, and it was the smartest thing I ever did. Within a short time I got 100 new clients, and generated more than $200,000 selling the package we developed called The Success Story Program.”

METTE KEATING is the creator of The Office Alive Solution. The program helps you create a more productive and enjoyable office environment where everyone feels completely alive. Mette worked with us to clarify the value of her program, and package her story so people could understand the benefits of her unique service.

TONY RATCHFORD - a residential real estate agent in Sioux Falls, South Dakota, began his Big Idea Adventure in early 2002 and has since earned #1 status in his market for 2004, 2005, and 2006. Tony started working with us because he wanted to change his business completely. “I had always been one of the top five or six realtors in Sioux Falls, but I was operating the business like a lone wolf realtor with only one assistant,” he says. “Now I have a packaged program that differentiates us from the competition, and helps us get more listings, and sell more real estate.”

STEVE SEMPLE - As a successful coach and entrepreneur, he says branding and packaging his BIG Ideas has made his business easier to run on many levels. “Packaging makes it easier for me to attract new clients, close them, and deliver my services to them, while making more money. By naming my intangible services, prospects can see instantly how we are different from everyone else. The brand also communicates that my services are not all about me: it is a packaged program. That has given me the opportunity to get other coaches to do what I do. That makes my business totally scalable.”

BYRON WOODMAN -Branding and packaging has helped Woodman & Eaton, a successful law firm in Concord. Mass., grow its business by providing more value to its high-net worth clients. “For many years, we were a traditional law firm offering the standard legal services,” Byron Woodman says. “But we now provide our clients with The Master Plan Program, which integrates all of their financial, legal, estate, and life planning. This unique package not only sets us apart from our competition, it broadens the spectrum of services from which we can generate revenue.”