Spotlight: Why Business Advisors are Using Growth-Drive

Are you a "One" or a "Five?"

You operate on an advisory spectrum from 1-5. No matter where you want to be, Growth-Drive can help. Here's why.
In this first of four Spotlights, Founder & CEO George Sandmann discusses how business advisors -who are typically 2s, 3s and 4s- are harnessing Growth-Drive's precise advisory system and helping clients get where they want to go.

One to Five: Are You a Talker, Educator, Architect, General Contractor, or Fractional CxO?

George begins by posing a crucial question: "Are you a one or a five?" This refers to the spectrum of advisory roles:

1. Talker: Simply discusses issues with their clients
2. Educator: Educates clients, for example about making growth actionable or about exit options
3. Architect: Creates the strategic plan or exit plan
4. General Contractor: Helps the CEO and their team turn the plan into reality
5. Fractional CxO: A "four on steroids," working as a member of the SLT 

Growth Drive provides the tools and knowledge to help you discover your client's "ultimate why" which we call Strategic Intent, assess the business's capacity to deliver this intent, create a strategic plan to move the business from where it is to where it needs to be, and drive plan execution.

The Growth Drive Process: Clarity, Strategy, and Execution

Growth Drive provides a proven process refined by working with over a thousand advisors on countless client cases. Our customers deploy our sophisticated software, the CLARITY™Strategic Capacity and Business Value Analysis, featuring five modules for client discovery and five modules for strategic planning and execution. This helps across the enrire advisory spectrum 1-5. 

Gaining CEO CLARITY™

The first step involves helping your CEO client gain total clarity about what they need to do to get the success they want. CLARITY™ establishes a common understanding of the business ability to deliver defined goals. Amazingly, it also highlights in $$$ your client's ROI from working with you, typically 10X-20X.

Key tools during this discovery phase include:

- Range of Values for the business 

- Equity Value Planner is used for answering the question "What will the business need to be worth to meet your personal wealth goals?"

- Protect Value - if you're working with a Wealth Advisor, or want to generate a referral to a Wealth Advisor (referrals are a two-way street!) then this is a great way to educate clients about the power of advanced wealth planning, sophisticated comp and insurance 

Team CLARITY™: Alignment and Buy-In

Team CLARITY™ involves gathering input from senior leaders using the same initial analysis on an anonymized basis. This generates a report that highlights alignment and misalignment within the team, fueling powerful workshops that deliver significant value to clients. Generate $5000-$10,000 per project.

Strategic Planning with Team Buy-In

CLARITY™ Level Two delves deeper, asking additional questions on each of the 24 Growth-Driving objectives. This generates an immediate score, calculates the ROI for working with you, and provides a detailed analysis dashboard. This data-driven approach informs the strategic plan with insights into capacities, growth killers, and deal killers. Generate up to $25,000 per plan.

Execution Leadership System: Turning Plans into Reality

Growth-Drive provides a comprehensive business operating system to turn strategic plans into reality. This includes:

- Annual, quarterly, monthly, and weekly meeting agendas
- Daily huddle guidance
- Policy and procedure templates
- Change management strategies
- Simulators to project business growth
- Best practices workshops for each of the 24 Growth-Driving objectives, broken down across executive, financial, operations, and revenue functions.

Generate up to $120,000/year in retainers.

Business Flow™ Scorecard

Whether you use Business Flow™ in OG mode (excel) or leverage our strategic relationship with 90.io using the Growth-Drive embed within this powerful platform... You will help clients be accountable to progress by democratizing information and driving successful execution.

Ready to Transform Your Advisory Practice?

Growth-Drive is committed to helping business advisors win engagements and deliver client wins. If you're curious to learn more or want to catch up on the latest developments, visit www.growth-drive.com to schedule a meeting. We're here and committed to your success.