Are you wearing many hats and can't seem to get it all done?

Do you feel alone making important decisions in your practice?

Many financial advisors feel alone in their practice. They are wearing so many hats as a business owner, investment manager and marketer to name a few. In our coaching program, we take our years of experience and support you in your decision making so that you can avoid the frustration of making costly mistakes. I have made all the mistakes in the book and spent ridiculous amounts of time and money going to hundreds of seminars to learn the most efficient ways to manage a successful practice.

How coaching helped me:

I became a leading financial advisor producing over $500,000 per year but it wasn't always that way. I was doing cold calls, trade shows, and holding appointments at all times of the day and evening. Bottom line, I was over-stressed and over-worked and felt like my time was not my own. It wasn't until I hired a business coach and mastered the art of conducting effective seminars that I was able to turn it all around. I integrated the seminars into my referral marketing system and turned my practice into a highly profitable business. I finally figured out how to run a top level practice efficiently and effectively creating a more balanced life for myself. Once I had the systems in place, I sold my first financial practice. As a side note...one of the reasons that my practice was highly marketable was because of the referral system that was in place. This system revolved around seminar marketing. After selling my first practice, I decided to help advisors so they too can be financially successful and live a life they love to live!

How does our coaching program work?

We train financial advisors who have a desire to improve client acquisition and client retention while also experiencing exponential revenue growth. Our coaching program focuses on setting and attaining realistic goals, conducting effective seminars, developing referral programs that work and more. Our training is designed for financial advisors as well as their associates and staff members. A team that works together achieves success. Developed for veterans in seminar and referral marketing as well as those who are just beginning, we include many unique tips and strategies that are missed by even the most seasoned advisors often leading to disappointment, frustration and the false conclusion that seminars and referral marketing are not worthwhile. We offer coaching for financial advisors both in person and by teleconference to help you cultivate a successful marketing program that really works.

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How does coaching integrate with the SRI Marketing Kit?

For those who want a tangible kit in your hands to help improve your marketing right away we have a product you can buy off the shelf and have shipped right to your door. The SRI Marketing Kit is a turn-key Seminar Success System developed to attract and retain Socially Responsible Investors. It works beautifully in concert with our coaching program for those with an emphasis on the ever-growing niche of Socially Responsible Investing. If SRI is not your focus we can customize your coaching to your individual niche.

What results can I expect from a coaching session?

Below I have given you two examples of coaching sessions to give you a feel for the results. Please note that I have combined highlights from different sessions and altered some of the information including the names to protect the identity of my clients.

Sample coaching session #1:
John purchased the SRI Marketing Kit and wanted to implement the Seminar Success System right away. He scheduled a coaching session for one week after receiving the kit so that he could review the information and we could have a really efficient call together. John had been a successful financial advisor for years but he recently went out on his own and needed to jumpstart his new practice right away. With a family to support and responsibilities as a business owner, he wanted to make sure that there was a smooth transition as he went out on his own. We had a conversation about marketing and I asked him about his USP (Unique Selling Proposition). Essentially, how does he stand out from the rest of the advisors in his area? He explained that he utilizes Socially Responsible Investing but he had never made it the focus of his marketing program. I then asked him what age group and type of client he enjoyed the most. This brought the session into a conversation about choosing a tight niche. Of course, any experienced marketer knows the “tighter the niche the quicker you get rich”. This is such a tacky statement but I must admit the concept is absolutely true. I digress, back to the story … John told me he really enjoys working with women who are retired or who are planning to retire soon. These women love him and they have fun in meetings together. I asked him what kind of activities women in this niche might enjoy in his area. Our conversation moved from visiting art galleries to wine tasting to so much more and this became the focus of his next marketing campaign. Now he was clear that he would market seminars using the topic of Socially Responsible Investing to the niche of women who are retired or are planning to retire soon and the events would be held during a wine tasting or a gallery event. After just one hour of coaching, John not only decided on his next marketing campaign but he sounded like he would enjoy planning these events! The key to ongoing success is to make the marketing campaign fun for both you and your prospects.

Sample coaching session #2:
Suzie is a financial advisor who has been in the business for a few years and has been successful utilizing the system she was taught by her company of walking door to door to meet clients. She was clear she wanted to shift into a referral based practice but didn’t have a system to help her do it. Hitting a plateau and not getting to the level of income and ease she desired, the business was becoming more stressful and demanding of her time. We talked about the importance of making sure that the business is fun both for the advisor and for the clients. Advisor retention is just as important as client retention. If we don’t enjoy the business we aren’t likely to stay around and this is a shame for the clients out there who are counting on us! We talked about planning some fun holiday and client appreciation events as an opportunity to have current clients invite referrals so they could meet her and her team. Suzie didn’t want to spend too much money on this event so we brainstormed potential sponsors. We came up with the idea of having a deli in her building sponsor the food and a local sightseeing company give away a free sailing trip at the event. The bonus of a fun give away is that people are much more likely to show up if they can win a prize. With the right framing of the opportunity many companies want exposure in marketing materials. I used to do seminars at restaurants all the time and get deep discounts when I discussed the win-win opportunity of putting their logo on the invitation and in the newspaper. This strategy of making things fun and inexpensive was a great sigh of relief for Suzie.

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