west yost

Elevate Advisors partnered with West Yost to facilitate the development of a comprehensive three-year strategic vision plan. The engagement began with a Client Perception Survey to assess how West Yost was viewed by its clients, referral sources, and other key stakeholders. This feedback provided actionable insights into the firm’s perceived strengths and weaknesses, guiding the subsequent strategic discussions.

Elevate also conducted a Leadership Alignment Assessment to surface any misalignments within the leadership team and ensure cohesive planning. Through phone interviews and a discovery questionnaire,

Elevate gathered insights to address potential leadership gaps and foster open dialogue. This process prepared the leadership team for the next phase: a two-day Strategic Planning session, where Elevate led West Yost through a series of in-depth exercises, including a SWOT analysis, goal setting, and the exploration of growth opportunities. The workshop produced a three-year Vision Action Plan that outlined clear objectives, KPIs, and specific tasks with assigned responsibilities and accountability measures to drive West Yost’s growth.

Elevates strategic guidance, coupled with its customized and thorough process, positioned West Yost for long-term success. The firm is now equipped with a cohesive strategic vision and the necessary tools to ensure alignment and accountability across its leadership and operations, setting them up for sustained growth and market differentiation over the next three years.