Success may be a process, but if that process doesn’t produce results, it doesn’t work.
DSI’s processes and techniques have proven results. We know that because our clients have told us that their businesses are more successful and fulfilling after following our process. We’ve found solutions for these businesses. Let DSI help you find your solutions.
An Integrated Plan, Then Implementation
“Wally Peterson helped me develop an integrated sales and marketing plan – but more importantly, he provided the coaching to implement my plan. The emphasis was on the activity necessary to make enough contacts within our target market. At first, my activity was focused on volume of contacts, which got me off to a great start. I probably wouldn’t have been able to maintain that start without Wally’s coaching and encouragement. As I got more selective and more efficient with my calls, the number of calls I had to make went down, and the size of the investments went up. I recognized the relationship with my clients began to be much deeper.
“I would recommend DSI, and Wally Peterson, to any firm that is looking to develop a strategic plan with the understanding that the implementation of the plan is most important. Wally helped me hold myself accountable to do what was necessary in order to reach the stretch goals I had set. And the results? 97.5% of my goal.”
– Brian Schreiner, Schreiner Capital Management
Back on Track
“I made the decision and commitment to get back on track. I hired DSI to develop a business plan and implementation strategy and to create the vision for my career that will help me keep focused on the where I am, where I want to be and the action steps that will get me there. Now, because I have a clear vision of what I want, and a clear, concise implementation strategy with someone helping me hold myself accountable to get it done – it’s happening. DSI provides the encouragement along with sales tools, processes and the pipeline management tool/skills that has not only turned my business around, but also put my career back on track.”
– Advisor, Fortune 500 Firm
Pulling It Together
“We were a group of individual advisors, working out of the same office. We had often talked about merging our businesses in order to be more efficient and more cost effective. However, we didn’t really know how to pull it together.
“We hired DSI to help us develop this team concept because of their strong belief in systems and processes, which is what it would take to bring us together. What we discovered was we didn’t even know what we didn’t know.
“So, to make a long story short, DSI helped us create a vision as a team, one that we are all committed to, identified our individual strengths and helped us determine our roles and responsibilities. After we identified the metrics by which we would measure our results, we then determined both our long-term and short-term goals. We each created our own action/tactical plan for which we are accountable to the team. This led to individual coaching from DSI’s team of coaches. Coaching helped each of us stay on track, to carry out the day-to-day activity we each are responsible for.
“All of this has been accomplished in the last six months, and we are all on track to reach our individual goals. We recently replaced a team member, hiring someone who was in the wings eager to be part of our team. Based on his observations of the team’s successes and dynamics, we can also say we are confident that we will reach our team goals as well.”
– Financial Advisory Team
Growth and Balance
“I’ve been in the financial services industry for 18 years. I’ve been able to survive and provide a good income for the family. However, growing the business to the next level is necessary to meet our personal financial needs as well as allow me to recruit a professional sales staff and office support that can help balance my life in general.
“I had so many ideas of how to get organized, to manage the day-to-day operation and to utilize systems and tools, I was overwhelmed – and never really settled anything long enough to allow it to work. DSI started by helping to paint the picture of where I want my practice to be, then assessed the systems I had in place along with integrating the tools, the processes and the strategies that have become the core principles and philosophy of my practice.
“I really know who I am, what my strengths are, what I bring to the table, what my target market is, all with the purpose of making a difference in the lives of the people I serve. Because I’m letting the system work for me, I’m more efficient, I’m more productive and I have more confidence. I have increased my net revenue 28% this year and I can be totally focused on my clients.”
– Independent Financial Advisor
