IDEAL Plan Coaching enhances the impact we make on our advisor clients by combining a technologically structured environment with personalized, collaborative live coaching.
The technology is delivered by our state-of-the-art Learning Management System (powered by our technology 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 sub-topics: - 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 collaborative coaching calls are fully personalized, so they 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:
- Digital Coaching Platform is for the "do it yourself" (DIY) advisor or someone not wanting a big financial commitment. You will have the option to add coaching calls.
- Coaching Series is for people who want to focus on a narrow range of improvements in a short time period. They value both the technology and the live coaching. Because the Series are bundled there is a discount in the price.
- Quantum Leap is for someone who wants or needs a fully collaborative and immersive experience over a full year. You'll get all the help with can provide!