IDEAL Plan Coaching enhances the impact we make on our advisor clients by combining a structured environment with personalized, hands-on coaching.
The structure is delivered by our state-of-the-art Learning Management System (powered by our tech vendor Coach Accountable). We call our LMS the Digital Coaching Platform (DCP).
The DCP functions much like an online workstation. It hosts 50+ videos (over 9 hours), guided worksheets & assignments, coaching call scheduler, session notes, actions, metrics, templates, and sends reminders. It is the home for all seven Critical Business Elements with their component subjects - 46 courses in total. See below:
1. Branding (4 courses): Identifying Your Ideal Client and Target Market; Value Proposition & Positioning; Public Understanding of Your Brand; Mission Statement
2. Marketing (7 courses): Building your Marketing Plan; Brochure/Collateral; Social Media;
Website, Blogs, Podcasts; Conversational Marketing; Publishing; Advertising
3. Business Development (6 courses): Identifying Opportunities; Organizing Events; Referrals & Introductions; Referral Networks; Strategic Alliances; Mergers & Acquisitions
4. Sales Process (11 courses): Pipeline Management; Prospect’s & Client’s Experience; Discovery Meeting; Wealth Management Meeting; Mutual Commitment Meeting; Advanced Planning Meeting;
On-going Progress Meeting; Account Penetration & Asset Capture; Recurring Revenue Model;
Effectiveness of Events; Attracting High Net Worth Clients
5. Practice Management (6 courses): Financial Planning; Advanced Planning; Professional Team; Technology; Workflow Management; Segmentation & Release of Clients
6. Client Relationship Management (5 courses): First 100 Days Communication; Client Engagement/Wow Factor; Client Feedback; Big Money Events; Intergenerational Client Retention
7. Business Optimization (7 courses): Working with Partners; Sourcing & Supporting New Advisors; Sourcing & Supporting New Staff; Profitability of Service Matrix; Maximizing Business Value; Exit Planning & Succession; Time Mngt & Work/Life Balance
The personalized coaching calls are fully collaborative and will vary based on the needs of the client. Since each advisor has their own business challenges and opportunities, we highly recommend you go through our IDEAL Plan Process to get clarity and inspiration to make improvements before you begin working with us.
The right coaching solution for you will depend on how you make important changes. So rather than pushing yourself into a one-size-fits-all program, pick the one that suits you best:
See below for coaching solutions details.
Our online-only coaching solution is perfect for the DIY advisor or for someone who isn't yet ready for a bigger coaching commitment. You get full access to our DCP where you can access any or all of our 46 courses in any order you wish, along with all the rest of the platform's functionality. You can also elect to add individual coaching calls for a separate fee ($199 for 25-minute calls, $349 for 55-minute calls). The DCP is just $99/month with no minimum commitment.
The Foundation and Growth Series combines three Critical Business Elements - Branding, Marketing, and Business Development - with three 55-minute coaching calls to lay your foundation for sustained financial services business growth. The engagement helps you identify your ideal client, create and mobilize a comprehensive marketing presence that resonates with your target market, and develops new opportunities, advocates, and allies that share your passion for your ideal clients. This series has a one-time fee of $1000.
The Sales & Service Series combines two Critical Business Elements (CBEs) - Sales Process and Practice Management - with three 55-minute coaching calls to install a proven wealth management experience that increases your conversion rate of prospects into ideal clients and improves operational efficiency. The client experience you'll learn showcases your new advice creation process while creating immediate trust and emotional connection. Your new implementation of a team-based advice model will have far greater impact on your clients.
This series has a one-time fee of $1000.
The Engagement & Optimization Series combines two Critical Business Elements (CBEs) - Client Relationship Management and Business Optimization - with three 55-minute coaching calls to provide a path to convert your clients into vocal and loyal advocates while getting the most out of your practice personally, professionally, and financially. Ultimately you will be better positioned to sell or transfer your business at the time and conditions you choose.
This series has a one-time fee of $1000.
Quantum Leap is perfect for advisors who desire personalized help and guidance to engage in many advanced strategies and tactics designed to turn their vision of an ideal advisory practice into a reality. The engagement includes full access to the DCP plus virtually unlimited access to your coach. The beauty of this engagement is that advisors don't feel constrained in how they work with their coach. All topics are on the table such as role playing to gain confidence in presenting new ideas to clients or possible allies, technology and workflow projects, development and review of websites or other collateral, discussing specific cases and business development opportunities, or anything else that affects your success. You'll be invited to attend our amazing monthly group calls. This costs $1,000 per month for a year (contact us for the optional $10k single-pay link).
We want you to have the tools to live your vision of an ideal advisory practice. That is why we use a Digital Coaching Platform powered by a state-of-the-art learning management system designed specifically for delivering coaching programs and content. This video will show how the system works, what to expect, how we help you keep moving along with your progress, and the details of all our Critical Business Element Courses.