If you are planning for a year, sow rice; if you are planning for a decade, plant trees; if you are planning for a lifetime, educate people. – Chinese Proverb
Staying true to our commitment, Laura and I continued our work on the following, working “on” our business versus working “in” our business;
• Giving thanks for our clients and accomplishments
• Automating a system to follow up on the attendees at our public speaking
• Improving the system that we use when new clients start working with us
• Identifying the components of each of our products offerings
• Pricing
Please read on for a draft of the components that are included in each of our product offerings.
We will continue our work Thursday on:
• Automating a system to follow up on the attendees at our public speaking
• Components of each of our products offerings to include; “Expert Interviews” and the “Advisor Insider”
• Pricing
• Automating a plan to write my book
The next steps include;
• Delegation / subcontracting
• Program development
• Marketing
Components of each of our products offerings;
Free
• Monthly E-Newsletter
• Daily Blog
• Articles
• Assessment Forms
• Reading List
Membership Site
• Monthly Teleconference
• MP3 Recorded Monthly Teleconference Calls
• Advisor Council
• 24/7 E-Mail Access
• On-line Forum
• Monthly E-Newsletter Mailed
• Knowledge Bank
• 100 Tips
• Best Of Best
• Weekly Audio Blog
• Weekly Podcast
• Weekly Vlog
• Monthly Webinars
PDF & One On One Coaching Call
• Removing PDF
• 7 Actions PDF
• One On One Coaching Call
Get Your Year In Gear
• Weekly E-Lesson
• Weekly Goal Setting Software
• Weekly Teleclass
• MP3 Recorded Weekly Teleclass
One On One Coaching – Monthly
• Bi-Monthly One On One Coaching Calls
• Advisor Values & Behaviors Assessments
• Advisor Values & Behaviors Assessments Debriefing
• Client Area Web Site
One On One Coaching – Monthly Premium
• MP3 Recorded Coaching Calls
• Book/DVD Of The Quarter
Advisor GYM
• AGYM
• Bi-Monthly Teleclass
• Bi-Monthly Call In Days
One Day Workshops – Hiring, Team Building Etc.
• One Day Workshops
• Program Workbooks
• Hiring Values & Behaviors Assessments Debriefing
• Team Building Workshop
Advisor Business School
• Quarterly Workshops
• Program Workbooks
• Hiring Values & Behaviors Assessments Debriefing
• Team Building Workshop
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
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