Financial Inner-View​​® Self Coaching

We understand that at times traveling to workshops, being away from the office and family or the timing of workshops just don't fit into your schedule, don't worry we will provide you with the same scripting and worksheets tailored with your logo along with three one hour coaching sessions to help you implement.

Staff Coaching & Training

We provide a (wax on wax off) approach using the Miagi methodology in the original ​Karate Kid. We provide a program that helps employees learn specific knowledge or skills to improve performance in their current roles. Development is more expansive and focuses on employee growth and future performance. Identify the effectiveness of your team and provide recommendations. Review processes currently in place such as time management. We all know that team training and employee development are both crucial components of a successful company. If you want employees to be invested in the company’s success, you must create a workplace environment that fosters their personal and professional growth and long-term success.

Process Creation

Processes describe how things are done and then provide the focus for making them better and how they are done determines how successful the outcomes will be. If you focus on the right processes, in the right way, you can design your way to success. Implementation is the process that turns strategies and plans into actions in order to accomplish strategic objectives and goals. Implementing your strategic plan is as important, or even more important, than your strategy. We help you with cost efficiencies that will decrease costs and increased revenues. Creating workflows. Integration and automation. Reduction in compliance issues. Client focus. Staff satisfaction.

Script development and Coaching

There are those that follow a process and there are those that ​​​​"wing it" which category do you fit in? I would hope that you are one of those that know what they are going to say, when they are going to say it, and where and how they are going to say it. We help you create, modify enhance scripting that will have an impact in your business whether it be for conducting seminars, asking clients for referrals, client review meetings, potential Keynotes you give. We have helped many professionals over the years by listening to their recordings and coaching them on things that went well, things that could be improved upon and things they should never say.

Accountability Program

The most successful people get external help to make sure they're supported when they run out of willpower. In most sports, the accountability in the form of a trainer or a coach is a no-brainer. It's the industry standard and everybody does it. If you were without a trainer you would be way behind. Accountability eliminates the time and effort you spend on distracting activities and other unproductive behavior. When you make people accountable for their actions, you're effectively teaching them to value their work. When done right, accountability can increase your team members' skills and confidence. “Without accountability, execution suffers; and a lack of accountability can have a snowball effect throughout the team. Accountability becomes embedded into the corporate culture by making it everyone’s responsibility, establishing meaningful goals and team buy-in, building trust through support and encouragement, empowering everyone on the team and celebrating successes together.” Various tools are provided to keep track of your progress.

Referral Process Self Coaching

We understand that at times traveling to workshops, being away from the office and family or the timing of workshops just don't fit into your schedule, don't worry we will provide you with the same scripting along with two one-hour coaching sessions to help you implement

Ideal Business in a Box

There’s no one size fits all approach to helping you do what needs to be done in building your business or having a better quality of life. What we are providing you with are the tools needed to do build something that works best for you. ​​​​​​​An onboarding process An initial client experience using the Financial Inner-View® A proven referral process A simple client service model A simplified fee structure A simplified structured implementation plan Business Calendar Meeting Templates Meeting Agendas Client Financial Organizer Action Plans Meeting Processes Client tracking templates.

Business Mastermind Forums

Mastermind groups offer a combination of brainstorming, education, peer accountability, and support in a group setting to sharpen your business and personal skills. Our mastermind forums help group members achieve success. Members challenge each other to set strong goals, and more importantly, to accomplish them. We start and run these forums. We help the group to dive deeply into discussions, and work with each other to create success — as each member defines it. We are the secret to thriving mastermind forums. Through our mastermind group process, we first help you create a goal, and then design a plan to achieve it. The group helps you with creative ideas and wise decision-making. Then, as you begin to implement your plan, you bring both success stories and problems to the group. We applaud the Success stories, and problems are solved through peer brainstorming and collective, creative thinking. The group requires commitment, confidentiality, willingness to both give and receive advice and ideas, and support each other with total honesty, respect, and compassion. Our Mastermind group members act as catalysts for growth, devil’s advocates, and supportive colleagues. This is the essence and value of our mastermind forums. Each meeting has a mastermind group agenda so that conversations stay on course. We strive to make sure that conversations are deep and balanced, and that all mastermind group meeting agenda items are covered in the time allotted. What you’ll get from participating in our Forums The agenda belongs to the group and each person’s participation and commitment are crucial. Your mastermind partners give you feedback, help you brainstorm new possibilities, and set up accountability structures that keep you focused and on track. You create a community of supportive colleagues who brainstorm together to move the members to new heights. You’ll gain tremendous insights that improve your business and personal life. Your mastermind group is like having an objective board of directors, a success team, and a peer advisory group — all rolled into one.