All programs include:
ACCOUNTABILITY
Throughout the program, there is constant reporting of activity. Just as is true at the gym, if there is someone holding you accountable, you will see results.
FLEXIBILITY
This schedule is not etched in stone and can be altered to suit your personal strengths and weaknesses.
ADDITIONAL SERVICES
Whether you choose the 90-day or the 180-day program, we will be working on growing YOU as an advisor. Our work will include:
- Clearing away the mindset issues that are impeding your action. We examine the fears, limiting beliefs, negative stories, rigid thinking, etc., that might be stopping you. Once we know what they are, I have hundreds of ways to help you get past these roadblocks.
- Setting clear goals—goals you really believe in and are committed to. To achieve exponential growth, you need to be on a mission. So, we explore this in depth.
- Developing strategies, systems, and teams to reach those goals.
- Supplementing your skillset. Working with so many advisors over the past 23 years has given me the ability to add to what an advisor already knows how to do, to increase your effectiveness.
- Finding you more Energy. We look at the people, places, and things that energize you and the ones that suck the life out of you and help you make more powerful choices: Learning where you need to say NO, learning how to serve rather than trying to please, making better choices in the use of your time, etc.
30-day Business Quick-Fix
90-day Marketing Tune-Up
180-day Marketing Tune-Up
Custom Transformational Coaching
30-day Business Quick-Fix
WHO IS THIS FOR?
Advisors who want help clearing away one or more big obstacles:
- Not enough dream clients
- Can’t handle the workload
- Difficult to organize and focus
WHAT DO THEY WANT?
They want to quickly get past whatever it is that’s holding them back so they can be productive again.
WHAT AM I OFFERING THEM
Whatever it is, we’ll eliminate your biggest challenge and work on whatever else we can. We can make powerful changes in a short time.
WHAT’S THE INVESTMENT?
A one-time up-front payment of $3000.
90-day Marketing Tune-Up
WHO IS THIS FOR?
This program is designed for financial and insurance professionals who have been in business for 5-20+ years and are grossing between $100,000 and $300,000 from all sources.
If they’re happy where they are, they are not a candidate for the program. They must want to grow much bigger—to mid-six-figures and beyond. Right now, if their business is growing at all, it’s very incrementally and they’ve been wasting thousands of dollars on shiny new strategies and systems for temporary and mediocre results.
WHAT’S THEIR BIGGEST PAIN?
They’re stuck where they are and frustrated. What got them this far isn’t working to get them further.
WHAT DO THEY WANT?
They want to get unstuck. They want business to be growing exponentially as it was a while ago. They want to be excited about their work and their growth again. They want a marketing/prospecting system that works for them and fits them that they can rely upon to accelerate their business–one that works, won’t fail them, won’t add more time to their workday, and won’t cost them a lot more money.
WHAT STOPPING THEM?
- They haven’t been able to get the results they want with what they already know how to do
- They’re spending money to solve that problem on “hot” new systems that end up not working
- They’re worried about spending more money on things that don’t work and they can’t stick to
- They don’t know what they need to do that will actually work for them
- They don’t know where else to go to get help with this
WHAT ARE THEY FED UP WITH?
They’re fed up with ending up in the same place as last year and the year before, no matter what they do and no matter how hard they work. They’re tired of dead ends.
WHAT AM I OFFERING THEM THAT IS DIFFERENT?
My unique LEVERAGED RELATIONSHIP MODEL is a practice ‘tune-up’. Instead of going outside to develop a whole new marketing approach, we look at what you’re already doing and use existing relationships and the marketing that has been successful for you to create a marketing plan that allows you to accelerate the growth of your business without paying for expensive dinner seminars, ineffective mailings, building complicated social media funnels or other “shiny objects”.
WHAT DOES THE PROGRAM INCLUDE?
Our 90-day coaching program includes 6 scheduled sessions with unlimited access to me for laser coaching in between them, where we work on the following:
SESSION ONE:
In this session we do a complete analysis of your existing business, including:
- Who your existing clients are and what your client relationships look like
- Who you want as clients
- What’s working in your growth efforts and what isn’t
Based on this analysis, we implement two or three changes as early as day one which will bring almost immediate results.
SESSION TWO:
In this session we take a close look at one target market or niche to focus on and explore the kinds of marketing you have been doing and are willing to do. We develop an Explanation of Services that feels right when you say it and write it.
SESSION THREE:
In this session we develop a marketing plan based on the target market or niche, focusing on three methods of prospecting/marketing to begin working on immediately.
SESSION FOUR:
In this session, we focus on all the places where your message appears online and draft the changes that will reinforce and support your marketing efforts.
SESSIONS FIVE and SIX:
We use these last two sessions to tweak our message and processes and to analyze results.
WHAT’S THE INVESTMENT?
The investment in the 90-day program is $6,000, payable before we begin our work or $2,000 a month for 3 months. There’s no additional charge or interest to pay when you pay monthly. We’ll set you up for automatic billing.
180-day Marketing Tune-Up
This program adds 6 sessions to the 90-day program for a total of 12 scheduled sessions aimed at completing the implementation of your marketing plan and supporting all the new business.
The 180-Day program continues our work from this point:
By the 120th day, we’ll have developed systems and job descriptions for your support team to handle your growth.
During the last 60 days, we’ll tweak and adjust all the parts, so your business becomes a smooth-running money-making machine.
WHAT’S THE INVESTMENT?
The investment in the 180-day program is $10,000, or $1,667 a month for 6 months. There’s no additional charge or interest to pay when you pay monthly. We’ll set you up for automatic billing.
Custom Transformational Coaching
I also offer customized transformational business and life coaching focused on the five areas above to help you change the way you think, feel, and act, so that you can enjoy your work and your life.
Apply to Work With Me
"His guidance has produced deeper relationships and enthusiastic referrals."
“Sandy is a master at listening to understand. He's not a one-size-fits-all coach; his guidance has produced deeper relationships and enthusiastic referrals from my top clients. As a CPA, I've moved from feeling shy and embarrassed about offering financial services, to a profound confidence in and appreciation of the unique skill set I offer; these days I am embarrassed to not offer my services, particularly when my knowledge of the benefits of the income tax code can frequently lead to giant leaps in the quality of life my clients and their loved ones enjoy.’
Wayne Farrar
CPA, CFP