Making Business Personal

The 5 Biggest Mistakes That Keep Advisors Stuck:

1.  Advisors don’t take the required time to become clear and define their strategic differentiator (value proposition) - and decide what they want to achieve with their vision.

2.  They fall into the rut of routine, so filled with urgent distractions and commitments that there is little time left to accomplish the highest pay-off and most profitable activities. 

3.  They cease to tap into their passion and stay energized by an exciting vision of the future and the important impact they have toward enhancing client’s quality of life.    

4.  Most advisors never become the CEO of their business; and therefore never develop the vision and systems for growing their business and maintaining smooth and effective operations.

5.  They neglect to develop a systematic and repeatable process to generate a consistent flow of high quality clients that will insure the future growth of the business.

Making Business Personal is a process for accomplishment designed for today’s busy advisor who is serious about growing their business immediately - and for the long-haul. The 1-year program integrates The Results Mastery and The Referral Mastery System curriculums and will teach advisors how to first master themselves – and then their business – for profound and lasting results that will carry over into all areas of their lives. 

ADVISORS WILL GET CLEAR about what it is they are doing and where it is they want to take their practice and their life. This is absolutely vital before any real work can begin. Each quarter an entire day is set aside for participants to analyze themselves and their business. It will be a time for taking stock and a time for strategic planning, building upon what they have already accomplished. It will also be a time to draw from - and give to their peers.  They will find this day to be an invaluable catalyst for growth as an advisor and a leader – they will emerge from each session with a laser like focus and renewed energy.

THEY WILL PERSONALLY CONNECT with their daily activities. They will learn that no experience, circumstance, or even an expectation is an isolated event; all are woven into the fabric of their lives.  The more congruent they are in all that they think, do, and communicate - the easier it will be for them to grow their book of business with the highest quality clients.  

THEY WILL BE CEO OF THEIR BUSINESS allowing them to stop being the key producer for a day and focus on the vision and structure of their business. They will become a better manager and producer, and build a more satisfying and profitable business.

THEY WILL GENERATE AN ENDLESS FLOW OF QUALITY REFERRAL INTRODUCTIONS by learning practical strategies to integrate referrals naturally, easily, and consistently, throughout their process, and make clients comfortable even eager to give referrals. Not just 1 or 2, but potentially dozens of referrals. These strategies will be seamlessly integrated into the Results Mastery process to insure they fully implement this critical strategy for growth into their operating system.

The one-year coaching process includes four full day group workshops scheduled quarterly and reinforced with a personal follow up every 30 days.