A comprehensive and highly personalized coaching program for Financial Advisors looking to revitalize their practice, rebrand their message and develop a compelling and effective marketing strategy. Every aspect of this program is designed to help the advisor define their ideal client, develop their unique marketing plan, work smarter and more effectively while generating more referrals and business growth.
Starting with “who you are” as a person and a professional, the VIP Program helps you leverage your unique strengths, incorporate more effective systems, and design a Purpose Driven Practice that is “right for you” .
VIP coaching includes:
By working together we will:
- 6 months of highly personalized coaching with Adri focusing on your unique strengths and most powerful business building skills
- Three 45 minute personal coaching sessions per month to focus on your compelling message, marketing strategy, your unique client service model, and ways to increase efficiency through synergistic systems
- Replay links of each coaching call emailed to your In-box reinforcing our process and to be used again when you need it
- Unlimited e-mail support for quick advice, suggestions and/or edits to your marketing projects to help you maintain your momentum and strike when the iron is hot.
- Tactical Coaching Calls for those last minute spur of the moment issues which require additional attention
- Incorporate your unique strengths and talents in your business
- Identify your focus and tribal market giving you clarity and direction
- Develop your compelling message and marketing strategy that attracts more interest and inspires more attention
- Elevate your client service model, improving efficiency and client loyalty while WOW!-ing your clients and inspiring more referrals
- Create more continuity and client conversion
- Incorporate Adri’s Purpose Driven process, enhancing your value to both clients and prospects. (It also doubles as a highly efficient prospecting process!)
- Clarify your investment philosophy and transform your presentation from brown-bag boring to a Tiffany’s-class delivery
- Develop a more effective partnership with your team and/or assistant based on greater accountability.
- Renew your passion and conviction for what you do, who you do it for but more importantly why you do it.
As a participant in the VIP Coaching Program, your time will be spent far more efficiently, based on a clear focus and defined activities, fueled by a vision of a more prosperous and fulfilling future.
Not sure which type of coaching you need? Contact Adri today and we’ll point you in the right direction.
Let’s get started with these 3 steps:
- Complete the form below.
- You will be contacted within 24 hours to schedule time for your consultation.
- During your free consultation Adri will suggest which program is right for you.