The Gebhardt Group is a wealth management organization in Lafayette, California who wanted an optimized system to grow their business.

The problem was that there wasn’t enough time to sit with clients one on one anymore and something was needed to create value for all the clients with a limited number of advisors.

The problem that the clients were having was that they worried about losing their money from market corrections and at the same time we’re also concerned about getting a fair return on the investments that they had currently.

We cared a great deal about Jim Gebhardt and his team and spent many hours over 6 years assessing, designing, coaching and optimizing their system.

We went from teaching collaboration to developing new products and programs to ultimately putting together an entirely automated system that could bring more value to the clients with much less time and energy since Jim’s philosophy was that time was the greatest wealth we all have to begin with.

We helped his entire leadership team get clear on their values, purpose, and visions. We then set strategic goals and plans in order to carry them out in a critical path.

They were able to create a 401k product along with an entire system of Legacy Management for helping high net worth families past the resources on to the next generations.

They were able to grow their revenue from $2 Million a year to over $5 Million a year and become leaders on not only how to create more wealth for families, but also what to do with it once it’s created.

It was able to help many clients turn losses into profits and also helped to settle financial disputes amongst relatives more powerfully and effectively.

It allowed people to transform just having hope that their financial future would be better to actually having the wisdom and abilities of ensuring that it would become better.