Anchor Advisors, Ltd.

Anchor Advisors, Ltd. provided business coaching services for Digital Third Coast, an SEO and digital marketing agency. The CEO of the agency sought to unstuck his business and empower his team. Anchor Advisors was chosen due to their great culture fit, good value for cost and aligned company values. The project was handled by one employee from Anchor Advisors who helped the CEO drive his career and business forward.

Purple Workshops, LLC, a company that builds software for clinical research in behavioral sciences, hired Anchor Advisors, Ltd. for business consulting. The owner's goals were to acquire new customers, develop a service strategy and pricing, and understand the entrepreneurial mindset. Anchor Advisors was selected due to their affordable pricing, great culture fit, and aligned company values. The project was handled by one employee from Anchor Advisors. The scope of work included understanding the market niche, learning effective client communication, acquiring new customers, managing cash-flow strains, making budget plans and decisions, building repeat business, leveraging existing networks to reach new audiences, and understanding the value of public speaking and offline engagement.

Anchor Advisors, Ltd. provided leadership and executive coaching services for a CX agency. The COO of the agency wanted to enhance his leadership skills and needed support during a company transition. The project was handled mainly by Brad from Anchor Advisors, with some administrative support from Carmen. Brad provided an initial assessment and worksheets for goal definition, followed by 1:1 coaching sessions. The sessions addressed a variety of topics, from developing a personal leadership style to navigating complex interpersonal dynamics. The COO chose to work with Brad after meeting him at a conference and appreciating his approach to navigating complex challenges with clients. The engagement lasted from October 2024 to June 2025.