Several of Our Clients Have Offered to Share Their Experience in Working with Us
…We refer to these as Testimonials
For a more complete picture of our history with clients, please see our Case Studies.
Strategic Plan to Manage Growth Returns Financial Services Firm to Sanity
The CEO set an ambitious growth trajectory to triple in size to $1 Billion a year. Growth was so rapid that we were not able to manage it effectively. Jim worked with me, and we put together a strategic plan to manage the growth and deliver the growth projected by the CEO. Gaston Pereira Case Study.
Well-Crafted Segment Strategy Creates Fat Targets for Entry-Level Life Insurance Producers
A major life insurance company wanted to improve on their sales results. They wanted to understand where they might be losing opportunities to cross-sell existing policy holders. They also desired to establish best practices for training new agents. Rolling out a national marketing program across the country meant an opportunity to really dig into their ideal market for life insurance and identify ideal agents to sell life insurance. Ty Vukelich Case Study.
Back From the Brink: Strategic Management for a Manufacturer Caught in the Crash
A leading aftermarket supplier of automotive parts was forced to reorganize after the market crash of 2007. Jim worked closely with the top management team to create a successful strategy that was necessarily conservative in terms of capital required. Seven years later the firm has doubled in size and is a leader in its category. Jack Kirby Case Study.
Where To Next?
Now you’ve read these case studies of Jim Wilson’s clients, click here to read About Jim Wilson.