CLIENT IMPACT STORIES

The eye-opening questions from her Business and Leadership Evaluation Exercises assessed our strengths and weaknesses so our leadership team could put people, processes, and systems in place for growth and sustainability. We were operating below 50% before consulting with Dawn and her team. Now, we’re achieving over 80% productivity as a well-oiled machine.

Dawn and her team put three decades of experience in the financial services, banking, and insurance industries to excellent use for our company. We recently completed a study that revealed 90% of surveyed participants were satisfied with their coaching experience. Participants also reported an $861K average production with 25-30% more annual revenue than individuals who did not engage in coaching.

Tryba Services provided the tools, accountability, and support needed to segment my client base and organize my practice for optimal efficiency and growth. In three months, I transitioned 150 clients to other Advisors and set up a client service model to maximize time for high-net-worth clients and automate business processes for others. Now I can dedicate more time to the onboarding and engagement process when I receive a qualified referral. These steps increased my closing rate to 100%, boosted production with 38% YoY growth, and more importantly, allowed me to spend more time with my family.