Strategic Growth in Wealth Management
Client: Shane Borthwick
Company: Impact Wealth
Industry: Wealth Management
Role: President / Senior Wealth Advisor
The Challenge
Impact Wealth was growing steadily—but like many firms in the financial space, they needed a structured system to align their team, streamline operations, and scale with intention. Without a consistent operating rhythm, execution on both short- and long-term goals was inconsistent. Communication and collaboration across the team needed a clearer structure to keep up with growth.
The Turning Point
Shane and his team adopted our Strategic Operating System to increase alignment, engagement, and strategic focus as they pursued their vivid vision for 2030. Marcie Lewis, Senior Manager of Operations & Impact, highlighted the introduction of structured meeting rhythms and improved ways of sharing information as key internal wins.
The Impact
Since implementation:
Team Engagement Is Up – Employees are more involved and aware of their roles in achieving firm-wide goals. Regular meeting cadences have created consistent opportunities for communication and accountability.
Better Communication & Information Flow
Marcie noted the team now has “better alignment and ways in which we share information,” thanks to improved meeting structure and internal cadence.Strategic Hiring Became Easier – The team successfully onboarded a new hire who immediately recognized and appreciated the firm’s strong systems and long-term vision.
Execution Became Focused – Clear goals at the daily, weekly, monthly, and quarterly levels now guide decision-making and day-to-day priorities.
Support Is Systemic – Shane described the coaching and frameworks provided as “game changing,” helping his team feel supported every step of the way.
“The IOS system continues to be a work in progress but has made a tremendous impact on our firm, our team, and our growth plans… Knowing that we have outside supports that are viewed as an extension of our team is game changing.”
— Shane Borthwick, President