Your coaching session helps you be more successful!
1) You will develop deeper business goals and focus on achieving them
2) You will spend time working ON your business with Suzanne
3) You will obtain unbiased advice from a business partner focused on your success
Please reserve your appointment on the 1st and 3rd week of the month, your day and time, as I do not send reminders. Please call me at 480-463-3171.
What do you want to work on this week during your session?
- Goals
* Do you have personal and business goals that motivate you and encourage you to grow? I find that unless you are willling to grow YOU it's difficult to grow your firm. I provide the tools for you to create detailed business and personal goals and I will ask you to share them with me. You will work on your goals both in our sessions and on your own and report back to me on your progress.
* I may also ask you to pick a number of books to read. Are you a reader? I always say "Readers are Leaders." Did you know that leaders who read just seven books per year earn an average 2.3 times more than those who don't? Why? Because readers have access to a constant flow of new ideas and strategies.
* I will also ask you to take an assessment so that we can pinpoint your strengths and I can get to know you better.
- Set Intentions
Do you live your life on purpose? Do you declare what you want and then go out and get it? This is what I can help you do. Working with me as your coach helps you to be more successful because you become AWARE and start looking for OPPORTUNITIES rather than waiting for them to come to you.
- Professional Business Structure
Are you satisfied with your business structure? Professional business owners manage their practice like a business:
*Job descriptions, org chart, regular and productive meetings
*Hiring top producing staff
*Company Values, Mission Statement
*Business Plan, Marketing Plan, SWOT Analysis
*Succession Planning/Business Continuity Planning (what happens to your revenue stream if you pass away)
*Vision - most successful companies have a vision for where they want to be in 5-10 years. What will the company be known for? What do you want? Income, vacation time, schedule, firm identity, staff, type of clients.
- Work Smarter, Not Harder
Are you productive with your time? Do you have a Daily Game Plan and a Model Work Week? Productivity, organization, and elimination of irritating circumstances are how we accomplish this feat. I may also ask you to create Daily Affirmations to infuse your subconscious mind with success.
- Value Proposition
Are you satisfied that you have a winning Value Proposition to attract affluent Ideal Clients and strategic partners? Do you have the tools to do this? I do.
- Raving Fans
Do you have raving fan clients who willingly refer you to your Ideal Clients? Are you satisfied with your Client Service Model? I call this Infatuation Marketing. Are you willing to implement a Client Service Matrix so that your clients become infatuated with you and willingly refer you to their friends and relatives? What type of Interview Process do you have that deepens rapport? I have the examples and scenarios that work best.
- More Revenue from Existing Clients
Do you want to gain more revenue from existing clients? Are you happy with your "share of wallet"? Are you willing to implement an excellent service technique to help you win with this strategy?
- Successful Strategic Alliances
Are you happy with the referrals you receive from other professional advisors? Do you know that 7/10 times affluent clients will ask their other advisors for referrals to financial advisors? Are you willing to work on this strategy to help you achieve your goals?
- Leverage Referrals from your Existing Clients
Have you ever implemented a Referral Campaign with your existing clients? Do you know how to ask for referrals in a way that is genuine and works for you. Do you understand why clients refer? I can help you with this.
- Attract Affluent Niche Markets
Are you marketing to everyone and anyone? Learn how to target your practice to a number of specialty niche markets without turning away other profitable markets. Work with me on an easy yet effective way to accomplish this tactic.
- Brand Your Practice –Attract Affluent Clients
Does your firm look like every other advisory firm? Invest in your brand and set yourself apart with an affluent message: Distinctive color palette; logo and Brand; Value Proposition; tagline; custom brochure and downloadable brochure; custom double-sided business card; custom website. Learn what to say and how to say it. (Additional cost for any design services).
- Get on Page One of the Internet Search Results
Per a recent study, investors found their advisors 27% of the time via the internet. Come into the 21st century and learn how to pre-sell your services via the web. Let's face it; the internet is here to stay. Increase your leads from the internet and build your list. Website Development: Conversion Form; Client Attraction Device; Call to Action; Ideal Client Profile, Case Studies. (Must be willing to work on this strategy for 12-18 months).
- Gain Exposure to a Large Number of Prospects
Building a practice is a numbers game. There are a few ways to gain exposure to a large number of prospects. I can help you explore what has worked for my clients and what you can expect to invest in each scenario.
- Overcome Objections * Ask for the Business
I can help you gain more poise, easily turn away objectors, and confidently ask for the sale. Motivation, assuredness, and composure are the key.
- Make Affluent Clients Feel at Home in Your Office
The Client Experience – Is your office presenting the right impression? Office decor and decorations factor into the comfort your clients feel when they are meeting with you in your office. Are you carrying your brand throughout the entire experience? Learn what you can do to create a comfortable client experience.
- LinkedIn for Advisors
Your referral sources are on LinkedIn. Are you? Are you leveraging LinkedIn to it's maximum value? I can help you improve your profile so that it markets your best qualities and attracts your ideal clients.
- Learn how to build Credibility with prospects and clients
Create a list-building mechanism - a free report, series of videos, podcasts, financial quiz - that speaks to your ideal client and helps to get them on your list.
- Learn how to gain exposure to new prospects in person
Are you in the office too much? Do you need to get out of your comfortable office chair and find new prospects? I can help with this.
- Focus on clients - Outsource investment management
Having trouble deciding if you are an investment manager or a client relationship manager? There’s only so much time in the day! I can help you decide whether outsourcing investment management is worthwhile for you and your clients.
- Want Media Exposure?
I can help you be more attractive to the Media. Have an opinion, invest in your Brand and web presence, invest in your credibility, take action.
More?
These are just a few ideas of what we can work on during your session. There are many other areas we can work on. A new business idea; a new concept; a business opportunity; behaviors that are sabotaging your success; and more.
Come to the coaching call prepared with an Agenda and I can help you grow as a person and as a business owner!
I have the tools and the experience; you do the work.
Sample Coaching Session Prep Form
Please make notes about things you would like to cover with me in your session.
Update - your progress
Questions/Advice
What you want to work on this week during your session
Other
Other Resources: Read the Guide to Getting the Most out of Coaching
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