Case Study: Weiss Advisors builds a repeatable advisory practice with Maus Software

Weiss Advisors - Harnessing Maus Software to Propel Business Advisory Services

Weiss Advisors, a financial services firm led by a Certified Exit Planning Advisor, faced hesitation in launching its advisory practice due to a lack of a systematic approach and the confidence to host initial client engagements. As a process-oriented firm, they required a structured method to guide clients. To overcome this challenge, they turned to Maus Software, utilizing its Maus - Enage, Maus - Attract, and Maus - Build products along with group coaching.

By implementing Maus Software's suite of tools, including assessments and presentation assets, Weiss Advisors established a consistent, repeatable process. The results were significant; in the first year alone, they conducted over a dozen triggering events and secured further advisory agreements with 100% of their clients, achieving high client satisfaction and notable business value enhancement for their clients.

Weiss Advisors

Larry Weiss

Chief Executive Officer