As a Financial Advisor,

• Is prospecting becoming a never-ending challenge?

• Do you lack direction and focus in your business?

• Does your marketing message lack clarity and border on boring?

• Do you find yourself questioning your value and losing enthusiasm?

Most Advisors continue to apply outdated business-building strategies, ideas that lost their effectiveness and value many years ago. Today's environment calls for a different approach – one that focuses on relationships, service and value – but most financial advisors have yet to redefine their business in a way that capitalizes on these changes.

The following coaching programs were developed specifically to help Financial Advisors make this shift. By redefining your message, your value and how you do business, you will build a larger, more loyal clientele, and inject new life and energy into your practice.

We currently offer two coaching programs to support Financial Advisors:

• VIP Coaching
• Breakthrough Coaching

The VIP Coaching Program

Every aspect of your business will be reviewed, assessed and reorganized into a highly streamlined process that attracts more clients, with far less stress and effort.

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 "right for you" marketing plan to accelerate your business growth. More specifically, you will:

• Identify your specific strengths and uncover your authentic story, establishing a rock-solid foundation to your practice
• Clarify your tribal market and build a compelling message that naturally resonates with your ideal client.
• Develop a compelling message and marketing strategy that attracts more interest and inspires more attention
• Review and upgrade your client service model, improving efficiency and client loyalty while WOW!-ing your clients and inspiring more referrals
• Assess your current systems and identify ways to create more continuity and client conversion
• Incorporate Adri's thematic wealth 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 that attracts and impresses your ideal clients
• Develop a more effective partnership with your team and/or assistant based on greater accountability

As a member of the VIP Club, you have access to:

• 6 MONTHS of highly personalized coaching focusing on your unique strengths and most powerful business building skills

• Three coaching, 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 to reinforce our process and to be used again when you need it

• A strengths assessment to identify your top five strengths and ways to leverage them

• 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

• An online resource center filled with letters, scripts, e-mails, time management tools, worksheets, even full presentation books by actual Advisors

This is NOT a one size fits all program, what you experience working with Adri will be totally unique process based on your unique path to success.

In order to make this a high value experience we recommend a introductory consultation with Adri. During this call Adri will have the opportunity to learn more about you, your issues, and goals to determine if what we have to offer will be the right fit for you.

So let's get started with these 3 steps:

1. Complete the brief questionnaire below

2. You will be contacted within 24 hours to schedule time for your consultation

3. During your free consultation Adri will suggest which program is right for you.

Are you ready to move your business forward?

• A compelling new message that intrigues people and invites further interest;
• A newly refined strategy that lets you work smarter and more effectively;
• And, you will quickly rediscover rediscovering new found energy and passion for the business. at you really love about this business.