How Endeavor Advisors turned chaos into 10x ROI
Bloom Growth
7 min read
February 2, 2026
Client profile
Charles Luong, Ajay Vadukul, and Brittany Malcolm at Endeavor Advisors are on a mission to guide their clients through complex financial decisions with excellence and care. At the outset of Endeavor Advisors, they found themselves successful, a validating triumph. But as they grew, they began to notice some growing pains. They assessed the source of those challenges and discovered that they needed a solution that would provide structure and accountability across their entire team.
With the goals they had as an organization—building a company that could live beyond any one leader—the solution had to be scalable, too. Enter Bloom Growth—the ecosystem for growth™ that meets the needs of a growing organization like Endeavor Advisors.
Company name
Endeavor Advisors
Year founded
2020
Company size
6 employees
Annual revenue
Approximately $1 million
Registered Investment Adviser (RIA)
Wealth management and financial planning
Primary clients served
Individuals and families within 5-10 years of retirement
Locations:
Phoenix, AZ
Torrance, CA
Serving clients virtually across the United States
Interviewees names and job titles:
Charles Luong, President
Ajay Vadukul, Vice President
Brittany Malcolm, Operations and Brand Manager
The meeting that changed everything
As a financial planner at Endeavor Advisors, he’d navigated complex portfolios, guided clients through market volatility, and built a reputatin for excoellence. But sitting in that first meeting with Steve, his Bloom Growth Coach, felt different. Ajay recalls,
“I was nervous. I felt a little bit embarrassed because it felt like we didn’t know what we were doing.”
He saw a team with potential who just needed the right system to unlock it.
After the meeting, Steve reviewed the recording with the team. Then he watched it again and offered more feedback. The message wasn’t what Ajay expected.
“The number one takeaway he gave to us is: you guys have a good structure and you are able to do it.”
For Ajay, that confidence Steve provided helped remove the imposter syndrome that had been holding him back. “It really helped me be a better leader for our team, our leadership team, and the different departments that we run.”
What wasn’t working
Before working with Bloom Growth, Endeavor Advisors faced challenges that many growing companies know too well.
No accountability in meetings
The team would hold a meeting, assign tasks, and then weeks would go by with no follow-through. “We would kind of be stuck with those tasks, not getting those complete,” Ajay explains. Good intentions weren’t enough when there was no system to track progress.
Inconsistent meeting structure
Some meetings ran an hour. Others lasted five minutes. Without a clear framework, nobody knew what a “good meeting” actually looked like. Charles Luong, president of Endeavor Advisors recalled,
“A lot of times I was shooting from the hip, and we didn’t really know if it was a good meeting or a bad meeting.”
Operating in silos
Each department functioned independently, with minimal visibility into what other teams were doing. Brittany Malcolm, a department leader, describes how the team “kind of worked more in silos” before implementing Bloom Growth OS™.
The result? A leadership team with good people and good intentions, but no systematic way to turn those intentions into consistent execution.
The decision to change
“If you want to create a company where it lives beyond you, where it creates an impact beyond your time or even your life, I believe you need to have an operating system and a structure that can train people to do what you do.”
But Steve’s approach made the difference. Rather than just reading a manual and implementing generic frameworks, Steve showed them how successful companies actually use Bloom’s software in real contexts. He provided coaching and feedback specific to their situation.
“It was very interesting to see the same question in a completely different frame of mind every single meeting,” Charles notes. “That coaching was really, really key. And you can’t just read the book in the manual and just get that information.”
Building a system, not just running harder
The weekly cadence became the foundation
Bloom Growth OS™ broke down the company’s goals from five-year vision all the way down to weekly execution. “I think a lot of people are good visionaries,” Charles explains. “They think about the potential of where they could go, but then it’s like working backwards and trying to actually do that.”
That week-to-week structure created a rhythm the entire organization could follow.
Accountability became automatic
With Bloom software, every week the team checks in on different to-dos, opportunities, and obstacles that have come up. Ajay shared,
“We’re checking in on these things and making sure we’re making the progress that we need to, not only on those short-term goals in seven days, but those long ones over the course of the entire quarter.”
The system that scaled across departments
One of Charles’s favorite aspects is how the system translates across the entire organization.
“The system has been able to translate it from our leadership team to our creative team, to our advisor services team. So it really translates as the whole organization working together.”
The transformation
Meetings became strategic, not tactical
Before Bloom, there were parts of Endeavor that Charles felt obligated to attend even when he wasn’t truly needed. After implementation, he could step back from certain meetings entirely.
“There are parts of Endeavor that I don’t even show up to the meetings because I’m not needed, and I can go to the meeting notes, I can go to the software and really see how well they’re doing.”
Team connection deepened
For Brittany Malcolm, the most energizing change was the connection with her team. “The most energizing and motivating thing since working with Bloom is honestly the connection that I have with the team now.”
Goals became clearer. Communication improved. Team members understood what was expected of them before meetings started, not just during them.
Confidence replaced imposter syndrome
Ajay’s journey from anxiety in that first meeting to confidently leading his team represents a fundamental shift. Steve’s validation helped him step fully into his leadership role.
“Steve giving me that confidence really helped remove some of that imposter syndrome, which allows me to be a better leader for our team.”
From firefighting
to leadership
That shift freed him to focus on leadership instead of firefighting.
The ROI became impossible to ignore
Charles attempted to calculate the return on investment and found the numbers staggering. “We can go through an ROI in terms of what I spent on Bloom and what we’ve grown, and that’s easily been 10x.”
But the efficiency gains? Those were even harder to quantify. “In terms of efficiency, I can’t even calculate it.”
Confidence replaced imposter syndrome
Ajay’s journey from anxiety in that first meeting to confidently leading his team represents a fundamental shift. Steve’s validation helped him step fully into his leadership role.
“Steve giving me that confidence really helped remove some of that imposter syndrome, which allows me to be a better leader for our team.”
That shift freed him to focus on leadership instead of firefighting.
The ROI became impossible to ignore
Charles attempted to calculate the return on investment and found the numbers staggering. “We can go through an ROI in terms of what I spent on Bloom and what we’ve grown, and that’s easily been 10x.”
But the efficiency gains? Those were even harder to quantify. “In terms of efficiency, I can’t even calculate it.”
What it looks
like now
Today, Endeavor Advisors operates with a clarity and cohesion that didn’t exist before.
The leadership team is aligned. Everyone knows the top priorities without having to look them up. Meetings drive action, not just conversation. Departments function as interconnected parts of a whole rather than isolated units.
“We’re a lot more concise,” Brittany observes. “The goal is a lot more clearer, and I can go ahead and articulate that goal and what items are more clearly to my team.”
Most importantly, the team is more accountable—not because anyone is policing them, but because the system makes accountability natural. “The team is a lot more accountable for what they say that they’re going to get done for the week.”
Charles has achieved what he set out to create: a company that can function and grow beyond him. The system trains people. The structure enables rather than constrains. The organization has become self-sustaining.
Closing words from Endeavor Advisors
“Before it was a lot of cooks in the kitchen. Since using the Bloom software, we’ve changed that role where that’s important, but that’s more of something that needs to be done for the business to function. It’s not something that grows the company.”
His advice to others considering Bloom Growth? “I’m so thankful for Bloom and the changes that they’ve implemented with us. I would highly recommend it.”
Brittany puts it simply:
“I can’t imagine where we would be now without it.”
Key takeaways
- Imposter syndrome is common among leaders, but the right coaching and validation can help leaders step fully into their roles with confidence
- Accountability requires structure, not just good intentions—weekly check-ins with visible progress tracking make follow-through inevitable
- Consistent meeting cadences create organizational rhythm, breaking down long-term goals into manageable weekly execution steps
- Successful implementation needs coaching support, not just software—seeing how other companies use the system accelerates adoption and effectiveness
- The right system translates across departments, creating alignment from leadership team to individual contributors
- ROI extends beyond revenue growth to include efficiency gains, team connection, and leadership capacity that’s difficult to quantify but impossible to ignore
When teams move from silos to alignment, communication improves, goals become clearer, and people show up more engaged
Ready to transform your leadership team?
Endeavor Advisors went from scattered meetings and no accountability to 10x ROI and team alignment. The difference? A system that creates clarity, connection, and consistent execution.
If you’re ready to move from hoping for results to building for them, Bloom Accelerate can help your leadership team achieve the same transformation.
Still have questions? Download our free guide: Scale your business fast and win to start building better systems today.
About Endeavor Advisors
Endeavor Advisors was founded in 2020 to provide thoughtful, fee-only financial planning and wealth management for individuals and families approaching retirement. The firm focuses on helping clients make confident, tax-aware decisions around investing, income planning, and long-term financial security, with an emphasis on clarity, transparency, and alignment between money and life goals.
For more information, visit https://www.endeavoradvisorsllc.com/