by Nancy Orozco, Catalyst Integrator®

Client: 30K Wealth Management Engagement: FULL Day

Visionary: Jeffrey Manzella Integrator: Nancy Orozco

Date: 09-14-2026

THE SITUATION

30K Wealth Management is a growing wealth management firm with a clear 3-year vision, but before this engagement, the leadership team lacked the operating structure to execute against it consistently. There was no dedicated Integrator, no working accountability chart, and no rhythm for keeping the team aligned quarter over quarter. Rocks stalled, issues piled up, and the team was running on instinct rather than a system.

THE ENGAGEMENT

As a Catalyst Integrator, I stepped in to build, and operationalize, the full EOS toolset with the leadership team:

Accountability Chart: Clarified seats, roles, and who owns what, now a living document the team actually references, not a static org chart
Scorecard: Built and adopted; the team now tracks the numbers that matter weekly
V/TO (Vision/Traction Organizer): Vision, Core Focus, 3-Year Picture, and 1-Year Plan documented and in active use
Level 10 Meetings (L10s): Weekly leadership meeting rhythm installed and running
Same Page Meetings: Regular 1:1 alignment between Visionary and Integrator
LMA (Lead, Manage, Accountability) 1:1s: Rolled out with every member of the leadership team, not just Visionary/Integrator
Quarterly Conversations: Structured check-ins with each leadership team member, tied to growth
Process Audit & Documentation: Full audit of core processes, with a log tracking what's documented vs. what's still to be built
Rock Completion: Team is setting and completing quarterly Rocks, with real accountability behind them
Integrator's 1-Year Wish List: A working roadmap of priorities across Operations, Accounting/HR, and Sales & Marketing, already in motion, not sitting on a shelf
Growth Plans: Individual development plans in place for leadership team members

THE RESULTS

Best quarter the firm has had in over a decade, a direct result of the team finally executing against Rocks with real accountability
First time in the company's history hitting 100% Rock completion in a quarter
A leadership team that runs its own meetings, owns its scorecard, and knows exactly who's accountable for what
A documented, referenceable operating system (V/TO, Accountability Chart, Scorecard) instead of tribal knowledge
A live pipeline of process documentation closing long-standing operational gaps
Momentum: the team is now working through its priority list, not just talking about it

IN THEIR WORDS

“After just three months working with Catalyst Integrators, I can already see a significant difference in our business. Nancy and the Catalyst team have been tremendous partners in helping us identify opportunities, improve our processes, and create greater accountability throughout our organization.

Having an outside facilitator run our meetings has been invaluable. It has allowed our team to view challenges from a different perspective, stay focused on what matters most, and begin building systems that will support our future growth. Nancy has helped us recognize that there's much more potential within our organization than we originally thought.

An added benefit that I didn't anticipate has been the training, education, and networking opportunities available through Catalyst. As a business owner, being able to learn from other leaders and gain access to additional resources has created value far beyond our regular meetings.

We're still early in the process, but I'm confident that over the next year we'll see even greater results as our team becomes more aligned, stays in the right seats, embraces accountability, and continues to strengthen our processes. I'm excited about the future and grateful to have Catalyst and Nancy helping guide that journey.”

-Jeffrey Manzella, Visionary, 30K Wealth Management

WHAT'S NEXT

With the foundation in place, the focus shifts to scaling: hitting the 1-Year Plan targets, closing out the remaining Integrator wish list items, and continuing to build bench strength across the leadership team as the firm works toward its 3-year vision.