Case Study: How Cory Grew His Business through Referrals, Learned to Trust His Authentic Self, and Found Inner Peace
Cory, a prominent wealth manager, had no idea he could benefit from working with an intuitive business coach. He met Kathy a few years ago through a group meeting he attended with his wife, and immediately knew that she could help him.
At the time, Cory was grappling with his mother’s third cancer diagnosis and her failing health. He was also trying to hold his personal life together – his wife was pregnant and he was feeling trapped and discouraged in his career.
Coping through Grief, Loss and Life Transitions
Shortly after meeting Kathy, Cory lost his mother to cancer. Almost a month later, he welcomed his son into the world. Barely two weeks later, his wife’s mother passed away. While sharing in the excitement of their new baby, Cory and his wife had to deal with traumatic, life-changing loss.
Kathy was able to help Cory process the passing of two women he loved dearly. “Kathy helped me with coping, facing adversity and led me to understand that souls do live on. Physical absence doesn’t mean people are gone.”
According to Cory, Kathy helped him “get through the darkness and stand by the light.” Now, Cory takes comfort in the fact that even though his mother never got to physically meet his son, her spirit is still near, watching her grandchild grow up.
Creating Boundaries and Recognizing His Own Power
During his mother’s illness, Kathy also helped Cory create boundaries in his life and connect with his higher self.
“I’m a person that will do anything for everybody and neglect myself. So I was doing and doing and doing. I couldn’t focus on me, but I worried about my sister, my father, my mother-in-law, my wife. I was focusing on everybody else. The day that I faced knowing my mother was going to pass was very, very tough for me… but liberating because then I was able to grow.”
“Kathy helped me find closure. She taught me how to understand intuition and recognize the deeper me. I learned how to have a direct relationship within myself, consciously and spiritually. You have to focus on yourself.”
Cory Finds Clarity and Success in His Career
Cory’s business suffered as he dealt with the loss of his mother and mother-in-law. He wasn’t making a lot of money, and he had a strained relationship with his business partner. Cory was unhappy with his career growth, but he wasn’t sure what to do next.
“I was going through difficult times figuring out the direction I wanted to go, in life and in my career path.”
With Kathy’s intuitive guidance, Cory worked out an agreement with his partner, complete with milestones and action steps that they each committed to for Cory’s growth and development. Kathy warned Cory that initiating the conversation wouldn’t be easy, but it would end up working out in a way that Cory would be happy with. Kathy encouraged Cory every step of the way, validating his experiences and perceiving potential outcomes of his choices.
“Every quarter, we do an analysis and have an open door conversation to make sure we’re always on the same page. Kathy helped me put that in effect to make sure our business relationship stays strong.”
10 Referrals in 1 Weekend!
As a wealth manager, Cory “does it all.” But as a college athlete, Cory originally dreamed about playing pro football. “I loved the life – the team, the training, the life behind the scenes.”
Before meeting Kathy, he had daydreams about working with professional athletes – but that was too lofty a goal, right? Wrong, said Kathy. She showed Cory that “when you want to get somewhere, you’ll get there; you just have to believe it. You have to get it on your vision board, make a plan and truly seek it.”
After a short phone call one day, Kathy advised Cory to start asking for referrals. She gave him a few actionable steps, a script, and a way to approach what he considered a very uncomfortable aspect of doing business. “I don’t cold-call anybody,” he said. “I had a hard time requesting referrals and I was getting maybe a few referrals here and there, but it wasn’t enough.”
From there, Cory signed one of the top 5 players in the NFL. Since committing to his plan of action, Cory has received over 25 referrals in just a few months, including 10 referrals in one weekend! “I’ve gotten more referrals in the last two months than I have in a year!”
Cory is extremely happy with how his business is growing. “It’s pretty interesting because, years ago, what I wanted my life to be like is manifesting now in a totally different way. I’m beginning to work in the behind the scenes life that I love, but without having to play. So it’s really cool!”
From Anger Management to Choosing to Believe and Trust
When Cory was in middle school, he was bullied heavily.
“I always had a chip on my shoulder and I always had my guard up. I don’t like it when somebody is behind me. It stems from when people would come up from behind and jump me. So I carried that in many different ways. I was battling anger management problems. I was like a ticking time bomb. It was affecting me in business and in relationships because I always had to prove something.”
Cory knows how to defend himself as a second degree black belt in Taekwondo and a student of Jiu Jitsu. He learned the value of trust as part of his martial arts training, but it was his work with Kathy that drove home the lesson for him.
“One of my martial arts instructors told me, ‘Get on your knees, bow down and release yourself to whatever is greater.’ So I did that. I decided to trust. Because I know, I can defend myself if something happens. I know that if I get into a bad situation, I can figure it out. And ever since I decided to trust, I’ve been rapidly changing for the better and business has been flourishing.”
Cory believes that working with Kathy has been a game changer in his life. “If you’re open to accept what she can do for you, it’s a game changer. If she tells me to do something, I’m just going to do it because at the end of the day, it’s bettering me as a person. It’s a win-win!”
If you’ve appreciated Cory’s story and you too would like to grow your business with referrals, you can take action today, schedule a complimentary call with me so you can finally get the business, balance and lifestyle you’ve been dreaming of.