Only 2 clients being accepted per month between September and June each year.
Your Personal Program Outline:
- 3 x one day intensive one-on-one consultations (10 hours each; spaced 16 weeks apart) on site with financial advisor and support team
- Complete audit of current business plan and client processes
- Comprehensive customized marketing and income growth plan with all tools and resources required specific to your individual business challenges, strategies and objectives.
- 6 monthly one-on-one Go-To-Meeting follow-up conference calls to ensure implementation and growth milestones are being achieved
- Social media campaign including actual content and initiation/management on your behalf
- Brand positioning (personal and corporate) within your community and niche markets
- 4 quarterly customized marketing campaigns to deliver momentum to income growth plan
- 10 customized digital marketing tools to ramp-up referral frequency within desired client profile
- Spreaker Radio Show action kit, scripts and roll-out management
- 8 articles written for participating advisor and publishing plan – digital and print
- 3 Customised e-books with design files for lifetime use by participant
- Personalised seminar marketing materials and step-by-step action plan
- Monthly productivity projects for support staff – to re-focus advisor on pure profit activities
Fee payable: $25,500 CDN per year in North America. Contact us for rates outside of North America. Financing available.
Air travel, ground transportation, hotel accommodation and meals outside of Ontario, Canada as required for the 3 live consultations.
Hotel accommodation, meals and road travel billed at $ 1.00 per km within Ontario for live consultations 2 hours outside of GTA
- Qualification Criteria:
5 years in the business
Gross income of over $ 300 000 in the 12 months prior to commencement of coaching.
We require proof of income.
1 full time support employee on staff with at least 1 year service in your business
- Application process:
Contact email@example.com for an application package and payment terms.