True North Advisors
The Right FMO Changes Everything
After working with an FMO that overpromised and underdelivered, the True North team switched to Core Income for the reliable,
high-quality service they deserved.
The True North Family
The Challenge
Since taking over the family business, Damon and Ryan Yee have significantly expanded their
client base.
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But as their practice grew, so did their frustrations with their existing FMO.
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They struggled with ongoing setbacks from:
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Empty marketing promises
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Poor, inconsistent service
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Slow response times
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A time-consuming, inefficient case management process
As a family-run business, True North places a high value on work-life balance without compromising their service standards.
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They needed an FMO that didn't just make flashy claims– they needed one that actually delivered.
The Solution
After switching to Core Income in 2015, the difference was immediate. ​
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"If you're not working with Core, you seriously need to consider making a change. They offer the BEST service in the industry, hands down." – Damon Y.
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How Core Income delivers for the True North team:
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Fast turnaround times
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A smooth case management process with proactive updates
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Actuarial expertise that minimizes risk and increases client confidence
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A consistent, reliable team that's familiar with their practice and clients
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Beyond operational efficiencies, True North finally received the marketing support they had been promised, but never got, from their previous FMO.​
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True North's marketing goals were to:
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Grow their business
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Build out their referral strategies
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Keep their marketing processes simple and efficient
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With Core's marketing team, they achieved:
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A complete, personalized marketing plan
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A full brand refresh, including a new logo and website updates
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Client gifting strategies
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Targeted referral strategies
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... and more!
More than an FMO– A True Partner in Business and Life
Committed to their ongoing success, Core Income welcomes the True North team to Insurance Intel events year after year.
This in-person, all-expenses-paid training equips financial advisors with advanced risk management strategies and a deeper understanding of insurance.
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What started as a business partnership also grew into a strong personal friendship.
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​In 2024, the Core Income team had the unique opportunity to help Bill Yee, Damon and Ryan's father, fulfill a lifelong dream— taking his sons to a game at Lambeau Field.​​​
