Real Progress. Tangible Results. Purpose-Driven Growth.
At Leading Advisor, our work is grounded in clarity, continuity, and capacity. The results speak for themselves—measured in strengthened leadership, empowered teams, operational excellence, and increased enterprise value.
The following case studies are composites drawn from real outcomes I’ve helped deliver across multiple engagements. They reflect the types of transformations my clients experience—though specific details are anonymized to protect privacy.
From Overwhelmed Founder to Visionary CEO
Firm Type: Financial Advisor with 9-person team
Challenge: Founder stuck in production, no team alignment, no succession plan
Solution: Vision facilitation, hiring roadmap, delegation strategy, accountability systems
Result:
- Founder now working < 50% in production
- Two Lead Advisors hired and onboarded
- Internal systems supporting 5-year succession timeline
- Revenue increased by 28% in 18 months
Agency Turnaround: Succession and Sale Preparation
Firm Type: Insurance Agency with 12-person team
Challenge: Owner burned out, team conflict, unclear valuation
Solution: DISC behavioral alignment, leadership development, business plan and sale prep
Result:
- Owner off-boarded 80% of responsibilities
- Team fully aligned with transition vision
- Valuation clarified and successfully negotiated sale underway
Scaling Systems for Sustainable Growth
Firm Type: Nationally licensed financial planning firm
Challenge: Reactive operations, over-reliance on founder, recruiting missteps
Solution: Operating Scorecard, improved hiring process, automated marketing systems
Result:
- Time-to-hire reduced from 120 to 65 days
- Firm now running weekly operations meetings with scorecard tracking
- Founder reallocated 10+ hours/week to strategic growth and personal time
- Revenue increased by 28% in 18 months
What Our Clients Have to Say
Josée Brisson Insurances Inc. | Co-operators Orléans, Ontario
"Working with Simon is transformational for me and my agency. His guidance goes far beyond traditional coaching - he acts as a true Fractional Chief Operating Officer, helping me make successful hires, onboard key team members, and strengthen my leadership skills. With Simon’s support, I am able to align my vision with actionable systems that drive both growth and integrity. His insights, frameworks, and unwavering support give me the clarity and confidence to take bold steps forward. Thank you, Simon, for your help and support in my growth plan!"
Greg Johnson | Vantagus Wealth Belle Plaine, Iowa
“Working with Simon as our Fractional COO is transformative for Vantagus. He brings clarity and structure to our team by implementing the Advisor Diamond Structure, aligning roles and responsibilities, and creating processes that elevate both client service and team performance. Simon’s ability to integrate assessments, coaching, and strategy provides us with the insight we need to address leadership challenges and unlock our team’s potential. His guidance delivers the systems and scripts to run the business more effectively while strengthening our overall leadership approach. The result is a stronger, more cohesive team and a clear path forward for growth. Simon continues to be an invaluable partner in helping us build a business that is both scalable and sustainable.”
Results You Can Expect
When we work together, here’s what success can look like:
Your calendar reflects your true priorities
Your team operates with clarity and accountability
You have the right people in the right seats
Your business is ready for scale—or succession
You lead with vision, not just reaction
Curious How This Could Apply to You?
Simon shares real-world client lessons, systems strategies, and behind-the-scenes leadership insights each week.
Let’s Build the Business Behind Your Advice
Whether you’re looking to scale, systematize, or sell, let’s explore what’s possible when your vision is fully supported.
Looking For a More Exclusive Path?
Beyond my core services, I offer a limited, invitation-only Mentorship program for agency founders who want a seasoned COO partner to accelerate hiring, systems, and succession—without losing the heart of the business.