Lessons from "Good to Great" for Your Firm

Aug 22, 2024 2:02 pm

Hey ,


In my previous email, I explained the power of setting your Just Cause. You may remember my blog post, "The Infinite Game by Simon Sinek," where I pay tribute to my own entrepreneurial journey that began after reading this book.


Today, I want to introduce to or remind you of one of the greatest business books of all times. In our consulting process, we draw significant inspiration from Jim Collins' groundbreaking book "Good to Great." This book offers valuable insights into what separates merely good companies from truly great ones.


Key concepts we've incorporated include:

  • The Hedgehog Concept: Focusing on what your firm can be best at
  • Level 5 Leadership: Developing leaders who blend personal humility with professional will
  • Getting the Right People on the Bus: Hiring self-disciplined individuals who fit your culture


These principles form the foundation of steps 2, 3, 4, and 6 in our process. By applying these concepts, we can help your firm achieve sustained excellence in the competitive financial planning landscape. In case you didn't memorize the steps of our process, here's a reminder.


  1. Set a Just Cause
  2. Identify Your Hedgehog Concept
  3. Build the Right Team
  4. Elevate Leadership
  5. Streamline Advice Delivery
  6. Create the Ideal Workforce
  7. Adopt an Infinite Mindset


I'd be happy to discuss how these ideas can be tailored to your firm's unique situation. Would you be interested in scheduling a brief call?


I can't wait to hear your reply! If you prefer, you can book an introductory meeting with me. You won't regret it.


Meet with Heath


Best regards,

Heath Jackson, CEO & Founder of TruGrowth Consulting


P.S. Check out my latest blog post that calls attention to the "Placebo Effect" that most firms find themselves in. I got the idea while frequenting an old elevator on vacation. While my kids loved pressing the Close Elevator Door button, I knew the story!

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