Our success stories
Discover how Business Support Associates, Inc. helps businesses achieve remarkable results through expert consulting, systems engineering, and professional guidance. See the tangible impact we've made for our clients.
Navigating financial uncertainty
In the tumultuous year of 2020, marked by a pandemic and economic instability, financial markets were particularly challenging. Many companies faced significant losses, and the future seemed uncertain. Wade Westhoff, an investment advisor for the Bend, Columbia branch of Raymond James, initially anticipated a difficult year.
Paving the way to desired futures
Business Support Associates, Inc. stepped in to assist Wade. Through effective coaching, we helped him plan meaningful conversations with clients, leveraging decades of experience during critical moments of change. This guidance enabled Wade to attract ideal clients and redefine his team's roles. Specialists emerged into advising capacities that better matched specific client needs, leading to a more efficient and client-aligned practice.
Unprecedented growth in uncertain times
The results for Wade were truly exceptional. At the start of 2020, his Assets Under Management (AUM) stood at $151 million. By implementing a strategic plan to optimize his client base, Wade achieved a remarkable 23 percent growth in his first year of coaching, bringing his total AUM to $178 million. This represents over $26 million in new clients, a testament to the new perspective gained through our coaching. Wade stated, "The expertise from my coach is efficient and a good use of two hours a month. The bi-weekly coaching call allows for enough time to reflect and implement action steps and provides a path for maximized success."
Our clients' success stories demonstrate our significant impact. We've assisted businesses ranging from startups to large enterprises in reaching their objectives. We help clients save money and become more efficient, driving sustainable success.