Summary
Endeavor Advisors had talented people working hard—but in silos. Meetings lacked structure. Tasks disappeared. Today, they’ve achieved 10x ROI and complete team alignment. Watch their transformation story and discover what made the difference.
INDEX
The challenge
Endeavor Advisors had everything needed for growth: talented advisors, strong client relationships, ambitious goals. But departments operated independently with minimal visibility into what others were doing. Some meetings lasted an hour. Others took five minutes. Tasks were assigned, weeks passed, nothing got completed. Charles Luong, President of Endeavor Advisors, admits he was often “shooting from the hip” without knowing if meetings were productive or performative.
“Before it was a lot of cooks in the kitchen,” Charles reflects. “We kind of worked more in silos,” adds Brittany Malcolm, a department leader.
The team wasn’t failing because people weren’t trying. They were failing because good intentions don’t scale without systems.
Watch the transformation
Get the full story
Want the complete breakdown of Endeavor Advisors’ transformation? The full case study includes:
- The complete narrative: How the team went from vulnerable first meeting to confident execution
- What wasn’t working: Detailed breakdown of the specific challenges before Bloom Growth
- The decision to change: Why they chose Bloom Growth and what they were looking for
- Building the system: How they implemented weekly cadences, scaled across departments, and leveraged coaching
- The transformation: Complete results including 10x ROI, eliminated silos, and team connection
- What it looks like now: Current state and how the system operates today
- 7 key takeaways: Actionable lessons about accountability, meeting cadences, coaching support, cross-department alignment, and measuring ROI
What changed
The transformation wasn’t about working more hours or having more meetings. It was about building infrastructure that made execution inevitable.
The weekly cadence became their foundation
Bloom Growth OS™ broke down five-year goals into weekly execution. Every week, the team checks in on priorities, opportunities, and obstacles. Progress became visible. Tasks couldn’t disappear anymore.
The system scaled across departments
What started with the leadership team translated to creative, advisor services, and beyond.
“The system has been able to translate it from our leadership team to our creative team, to our advisor services team,” Charles explains.
Coaching made the difference
Steve Thompson, their Bloom Growth Coach, didn’t just implement software. He showed them how successful companies use the system, provided feedback specific to their situation, and helped them see what they were already doing well.
“That coaching was really, really key,” Charles notes. “You can’t just read the book in the manual and just get that information.”
The results
- 10x return on investment. Charles calculated the ROI: “easily been 10x.” The efficiency gains? “I can’t even calculate it.”
- Departments unified. Teams that once operated in isolation now move in sync. Charles can step back from meetings he doesn’t need to attend because the system keeps everyone aligned.
- Team connection deepened. “The most energizing and motivating thing since working with bloom is honestly the connection that I have with the team now,” says Brittany.
- The vision realized. Charles achieved what he set out to create: “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.”