Coaching Services
If you are serious about attracting lots of ideal clients, then I recommend utilizing one of Inspired Advisor's highly effective Client Attraction laser-coaching packages.
Laser-coaching is ideal for you if:
- You truly want to grow your business in a more genuine and personally satisfying way.
- You want to attract a lot MORE ideal clients easily.
- You want to make more money and work fewer hours.
- You fit one of the advisor descriptions below.
Where are you in your advisory practice?
- Rookie Advisor who wants a super strong start — Just beginning in your first few years and you want to get started right by putting the right systems in place to attract loads of (larger) clients, work reasonable hours, and make a lot of money? AND you want clients to start coming in immediately!
- Experienced Advisor who wants to be much more successful, but not work more hours — You've been an advisor for a while, but you're not making anywhere near the kind of money you truly want to be making (and know you should be making)? AND you want to begin attracting in (high paying) ideal clients a lot easier and a lot faster on autopilot starting right NOW.
- Veteran Advisor who wants to rejuvenate your business, make more money, and work less — You've been an advisor for over 15 or 20 years and want to now learn how to rejuvenate your practice to huge success, work less hours and make more money. AND you are ready to make that shift NOW!
What are laser-coaching sessions AND how do they make YOU much more money?
Laser Coaching is one on one sessions over the phone with me that are focused completely on YOU and YOUR business and giving you the exact step by step systems, methods and advice YOU need to attract more ideal clients much easier and faster directly to your unique practice.
It is laser focused on client attraction that will work specifically for YOU, your practice (business) and the ideal clients you are looking to attract in. You will begin bringing in client as soon as you plug in the systems and start using the methods. Basically, you will make more money right away!
Your coaching sessions are completely personalized depending on your business, your needs and your goals.
I know exactly what it takes to become an extraordinarily successful high revenue advisor without having to work too hard and I bring that all to you one on one.
There are three choices for you in Client Attraction Laser Coaching Packages:
The Client Attraction Jump Start Package
$360.00 — 6 Sessions (2-3 Months)
(A $500 value)
This package is ideal for you if:
- You want to set in place your client attraction systems and get them up and running.
- You want to start making more money and attracting in new clients right away.
- You want to receive the client attraction systems to plug into your specific business AND I will guide you through learning the client attraction methods that will easily attract in the ideal clients that YOU want in your business.
The Client Attraction Mega Boost Package
$684.00 — 12 Sessions (Approx. 6 Months)
(A $1000 value)
Perfect to set in place your client attraction systems AND stay on track for a full six months (once you are on track for 6 months, it will be on auto-pilot from then on). Six months is an ideal timeframe to get everything completely in place, see a big shift in your business, and reap the rewards of your new client attraction.
This package is also ideal for advisors who want to:
- Shift to bringing in higher net worth clients
- Learn how to work less hours (more efficiently) but attract more ideal larger clients.
- Rejuvenate your business for a larger inflow of assets and a more streamlined business model.
- You want to set in place your client attraction systems and get them up and running.
- You want to start making more money and attracting in new clients right away.
- You want to receive the client attraction systems to plug into your specific business AND I will guide you through learning the client attraction methods that will easily attract in the ideal clients that YOU want in your business.
The Client Attraction Custom Package
$1,450.00 — 12 Sessions (Approx. 6 Months)
(A $3000 value)
Custom client attraction systems specifically for your business including blurbs, scripts, wording, text, seminars subjects and invites, list recommendations and so forth.
This package is ideal for you if:
- You want to make a big powerful impact on your client attraction NOW
- You want to have most of your client attraction blurbs, scripts, text, designs, seminar (conference call series) subjects, list recommendations and so forth handed to you already done by an expert FA client attractor (that's me).
- You want to set in place full on easy to implement systems that work NOW in your business and will work for years to come
- You want to finally find out what really works to attract the ideal clients YOU want into your practice (many more HNW clients)!
- You basically want to make more money and work less hours like I did
- You want an awesome growth rate in your business that is far above the Advisor average.
- You want to set in place your client attraction systems and get them up and running.
- You want to start making more money and attracting in new clients right away.
- You want to receive the client attraction systems to plug into your specific business AND I will guide you through learning the client attraction methods that will easily attract in the ideal clients that YOU want in your business.
The Client Attraction Custom Coaching begins with an evaluation of your business from a client attraction stand point AND a formal recommendation on exactly what to implement.
From there I begin coaching you on how to easily plug it into your business along with giving you the custom, wording, subjects, text, design, scripts and so forth that you need in order to get it going immediately.
Usually we will take the top 4 or 5 areas (systems) that will make the most impact on your client attraction and get those up and running as soon as possible. Each individual advisor is different and unique. For some advisors this is a seminar campaign that works, along with the conference call series system AND the powerful strategic alliance systems. For some advisors it is creating a custom newsletter, and conference call series that attracts loads more ideal clients in for meetings.
This package will give you everything you need to get your client attraction up and running with the client attraction systems that work for YOUR business! It will get you implemented, on autopilot and stay on track.
Important Note: I do a limited amount of these at one time, so call or email to inquire about availability.
Laser Coaching is perfect for you if you really want the following:
- To easily shift to bringing in the kinds of clients that you really want.
- To start making MORE money in your business NOW.
- To start having much more fun in your business every single day.
- To receive success in your practice immediately and sustain it for years to come.
- To plug into your business easy to use step by step systems that will give you sustained client attraction automatically.
I like to talk to each individual advisors on the phone before working with them in Laser Coaching.
Send me an email to set up a time for us to talk about Client Attraction Laser Coaching for you. When we talk on the phone I will answer all of your questions and give you a very clear idea of what it will do for you and how it works. AND I will give you things you can do immediately to start your client attraction!
Send me a message or Give me a call at 415.295.4548
I can't wait to hear from you AND I can't wait to show you exactly what to do to receive BIG time success in your business!
Warmly,
Frequently Asked Questions
Here are a few of the questions that I get a lot ~ so I figured I would post them here for you too.
Do your systems work in all firms? My firm is tight on compliance will your systems work at my firm?
You should note that you will not be using every single client attraction system that I teach. You will be using the systems that work most effectively for your target market, your practice, the kind of business you really want to build AND the firm that you are working with. I advise you on this at the beginning of your client attraction laser coaching.
Having said that, all of my foundation client attraction systems are very compliance friendly and I have not seen any issues in using them in any firm. At this point FAs from all the firms have used my client attraction systems.
Do you work with Advisors outside of the United States?
Yes ALL the time! I work with Advisors all over the world. Because my client attraction programs, systems and methods are customizable they are therefore highly effective in all communities and for all kinds of Advisors.
When I work with you in your client attraction laser coaching I will be giving you the systems to plug into your business that work for YOUR target market in your community given the business you are looking to build.
Also, when I work with Advisors outside of the US I use Skype for our calls. We will be talking to each on the phone through the Skype system. This way it does not cost you anything for calls AND you can message me easily if you have any questions.
I really want to learn how to attract in high net worth clients now ~ you know bringing in fewer but much larger clients? Do your systems work for something like this?
Yes! This is one of my specialties. As an Advisor my average account (before moving to management) was $10 Million. I used my systems, programs and methods to shift my practice upwards in average account. I went from bringing in 50,000 dollar accounts to incrementally moving my average up to the eventual $10 Million. I will teach this to you ~ it's so much easier than you think.
Also, don't feel like you need to do $10 Million accounts ~ I will work with you on the next solid level of larger accounts to focus on AND I will help you streamline your business to get there quickly.
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