CASE STORY: How unifying all partners of this Family Office with the Surefire Method™ increased their ability to niche and grow.

Legacy Family Office – Aligning All Partners with a Shared Vision & Set of Strategic Tools to Set The Path Forward
Legacy Family Office had been on a steady growth path for several years. Initially starting with two partners, the firm expanded to six partners. Up to this point, the firm’s purpose, vision and direction had been carried by, and only verbally communicated, by the two founding partners. As the team delved into building their succession plan, they realized that not having these critical strategic elements clearly defined on paper created several challenges. First, the partners weren’t communicating a consistent message to clients and COIs, diluting their brand and reputation. Second, it was difficult for the newer planners to identify ideal prospective clients. Third, the team wasn’t effectively communicating what set Legacy Family Office apart and the benefits of choosing their firm over their competitors. Fourth, the newest partners lacked the clarity and direction they would need to succeed and meet the expectations set out for them by the senior partners.
This also manifested into more significant problems – the planning team wasn’t clear who their ideal clients were and what a right-fit client was. Taking on clients who weren’t ideal would spread their time and resources thin and detract from their ability to build a strong reputation for serving right-fit clients. In addition, the junior partners didn’t feel confident communicating with prospective clients and trust their ability to turn ideal prospects into clients. They relied on senior partners to close new clients, which added time, energy and effort to the sales process.
All of Legacy’s partners agreed that getting on the same page with who they were, a concise vision for the future, their ideal clients, what set the firm apart, and the unique value Legacy Family Office delivers was critical for building an effective succession plan as well as achieving their aggressive growth goals. The team contacted BIG BOLD BRAND based on a referral from another planning team from the Assante Vancouver Centre office. It put the Legacy Family Office partners at ease knowing that The Danielson Team had experienced similar challenges and had seen results and ROI from investing in BIG BOLD BRAND’s Surefire Method™ to generate the critical strategic tools needed to align all partners, develop a clear vision, strong brand, differentiated positioning and concise messaging.
PROBLEMS & CHALLENGES:
PROJECT SCOPE:

“Our whole team is now aligned with an understanding of why we do what we do, and where we’re going. Everybody is rowing in the right direction and at the right speed thanks to the work we did with Karley.”
Approach & Solution:
BIG BOLD BRAND’s Lead Strategist led the Legacy Family Office’s partners through the facilitated process enabling every partner to contribute to forming the firm’s fundamental beliefs and truths and the evolution of the brand, differentiated positioning, and messaging. Legacy’s business coach was also included in the process to provide input, insights and feedback to ensure that everyone contributing to the firm’s growth was involved, given that the ultimate purpose and result of the Surefire Method™ is to align everyone and everything in the business.
Legacy Family Office’s partners committed to investing the time, energy and effort into developing their full Surefire Toolkit™ – the firm’s purpose, values, vision, character, benefits & differentiators, value proposition, brand promise and brand story.
Once the strategic toolkit was complete, the firm’s core messaging was developed and packaged in a copy-and-pasteable format for marketing, communications and sales use. The final step was integrating all of the tools and messaging into their Surefire Guide – a reference guide that put all of these strategic tools at everyone’s fingertips to steer the direction of all other strategies so that everyone and everything in the firm remains aligned as growth accelerates.
Impact:
Working together through this project unified and aligned Legacy Family Office’s partners around a shared purpose and vision for the firm. Everyone was empowered by the clarity of vision and direction, with all partners confidently able to communicate with prospects, clients and COIs.
The strategic clarity enabled the firm to establish a niche and focus, “Taking care of families in business and the business of family.” further differentiating them in the competitive Vancouver landscape and within the Assante Vancouver Centre office. In addition, all partners reported an increased ability to identify right-fit clients early in the sales process, walk ideal prospects through the sales process, and close the deal – shortening their new client acquisition timeline and saving time and energy.
The whole team at the Legacy Family office now finds it significantly easier to attract right-fit clients, team members and COIs – people who believe what they believe and are excited about the firm’s vision and goals. In addition, they saw an increase in the number of right-fit referrals they receive on an ongoing basis.
Five years later, Legacy Family Office’s planning team shared with BIG BOLD BRAND that investing in the development of their Surefire Strategy™ & Toolkit™ contributed to their achieving their growth goals.
ROI:
“Karley’s very personal and knowledgeable. She understands our industry, as well as the challenges that business owners face. Our whole team felt comfortable working with her. Beyond this project, our planners have networked with her network – we feel a synergy with the people she works with.”