Journey Construction
What is the background on how the client was introduced to our firm?
I have known the current CEO for 30 yrs.
Who all was involved in the case from start to finish (Balefire team members and outside advisors if applicable)? What were their roles?
Myself and Jacinta Thompson.
What problems did we help the client solve?
They had no service or education from their current advisor.
Were there any challenges along the way?
How did you overcome them?
There were really no challenges. I guess waiting for the opportunity was a large part of it. I was talking with them about it for 3 years, but the time was never right.
What was the total revenue generated from this case?
$40,000.