Nexus Growth Coaching

BACKGROUND

Please describe your company and your position there.

I am the owner and operator of uVest Advisory Group, LLC, a fee-only wealth management firm in Newburgh, Indiana.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Nexus Growth Coaching?

Our company hired Nexus Growth Coaching for consulting services regarding our digital media presence as well as our outreach and revenue model.

What were your goals for this project?

Our goals were to reach out to people in the digital realm more effectively and find the most efficient revenue model.

SOLUTION

How did you select this vendor?

I have known Clint (Owner, Nexus Growth Coaching) for several years now. He and I attend the same networking meetings a couple of times a week. He is a good friend and trusted adviser.

Describe the scope of their work in detail.

Nexus Growth Coaching worked with our small business and myself as the owner to establish and maintain brand continuity across the digital landscape. They focused on helping us reach as many people as possible at an efficient pace.

What was the team composition?

I worked directly with the owner and operator of Nexus Growth Coaching.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The most tangible result of our collaboration was the new revenue model we created for younger advisory clients. A very successful development for our business, the new model has broadened my pool of potential clients.

How effective was the workflow between your team and theirs?

Our respective workflows were very complimentary. I’ve found the owner to be very flexible. He is willing to meet one-on-one in person, virtually, or on the phone.

What did you find most impressive about this company?

Nexus Growth Coaching brought a serious and objective assessment to the table in regards to my business. Their professional analysis helps me consider the pros and cons of making business decisions. The objective insight they offer helps me make better choices for my company.

Are there any areas for improvement?

All businesses have room for improvement. As a relatively new company, Nexus Growth Coaching is no different in that regard. That being said, I have no reservations regarding the quality of their work.