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The following client portfolios showcase a few clients with whom I have worked recently. Each one describes the results my clients achieved along with the process we took to get there.
New
World Leadership Children’s Academy (NWL)
Kraig
Kidd is a pioneer in the field of a progressive education.
read more
“A
Development Company”
Gia
Designs, Designing the Outer You
Gia is a leading image consultant whose business is to assist clients
in developing their own unique styles.
read more |
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"A Development Company"
**For
confidentiality, the name of the company and client is being withheld.
START
DATE: April 2006 to Dec. 2007
THE BACKGROUND AND THE MISSION:
The client was a certified center owner of a business in St. Louis, Missouri.
Her career trajectory led her to begin training other relationship center
owners and instructor candidates. Eventually, the owner of the corporate
business began mentoring and training my client to take over his position
because he was getting ready to retire. Then the owner passed away. At
this juncture, my client was aiming to fully step into a new leadership
position, which would transition her from a peer to the boss. Simultaneously,
my client was in the midst of negotiations to purchase the company.
NSIGHT FOCUS:
To help the client take full ownership of the business without having
to raise the $1 million asking price. It was clear she was the person
who should own the company, but she did not have the capital to buy the
company. How could she do it without the money?
KEY STEPS:
Phase 1
Our first step was evaluate her challenges. We went into the energy of
the organization, which was still operating, the current ownership, and
what she needed to start doing to take over ownership of the centers.
Phase 2
The client’s energy guided us to a new vision for the center, a
new mission, new program materials and new criteria for the people who
still worked there. In this phase, we had to gently usher out the old
energy from the previous owner and start creating a place for the new
energy, which the client was ushering into the business. This meant the
client needed to prepare herself for having to start over.
Phase 3
I identified the value of the company and where the adjustments needed
to be made. Key steps included:
- realigning
the energy of the company to the client’s energy, which enabled
her to assess key talent she needed to retain,
- letting
go of several team members,
- realigning
the client’s energy with the newly formed team to create a conduit
for her to establish a new level of trust and accountability with them.
Phase
4
I helped the client develop the belief that she is a leader of a world
global company through redeveloping her self-concept to match the energy
of this type of leadership role.
Phase
5
Handled a spiritual process during which she met the current owner, in
spirit form, and negotiated with her to receive the business without having
to pay the $1 million asking price. In the mediation, the client faced
every hurdle she was about to face in physical form. She created the energy
and the opening for the exchange to take place.
Phase
6
Because of Phase 5, we discovered the client was holding anger and resentment
for the current owner. For the client to realize her dream, she had to
accept and take ownership of her compassion to receive the company.
Phase
7
Upon the founder’s death, the client began officially running the
company as president. In December 2007, she acquired the company from
its owner, officially laid off two team members and two left the company
by choice. She moved the main headquarters to St. Louis.
End
Result
The client received the company without money exchanging hands.
SYNOPSIS OF WORKING WITH RELATIONSHIP CENTER:
I really felt this was a challenging client because I thought: “Who
receives a company without paying for it?” It makes me giggle because
that is why energy is so cool — it has no limits! When she came
to me with what she wanted to do, I could feel the passion she had for
the company and it was clearly her destiny. I really can honestly say
I had no idea if this was going to work or not. This was a process of
trust for both of us. The client had to trust the process unfolding before
her and follow through with it. She had to let go of any judgments, fears
or restrictions. Hers was a process of completing what was already set
in motion... and then initiating something new.
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