Financial Advisor Success Track (FAST) – Platinum Level
Brand Analysis
This brand assessment will help you define your brand so that you can raise your visibility, create credibility and consistently attract ideal clients. Your brand is more than a logo or tag line. Your brand is the identity and face of your practice. By taking this analysis, you will have the opportunity to effectively integrate your brand into your marketing materials to boost revenue and lead quality.
Marketing Material Evaluation
I will expertly review the marketing materials of your choice throughout the course of your program. I will also provide guidance, recommendations and editing during this time.
2-Day Marketing and Business Growth Intensive
During this retreat, you will be creating a plan to experience your best year ever in your business. Over the course of 2 days, we will take an in-depth look at your overall vision and determine the best plan to support you. Throughout this process, we will be mapping out your new branding and marketing strategy. We will also discuss how to leverage your existing efforts with new strategies to create sustainable results. By the end of your retreat, you will have a detailed strategy for success mapped out.
Mid-Year Retreat
During this mid-year retreat, we will spend a half-day together and you will have an opportunity to:
- Identify and address your practice’s current status, successes and challenges
- Develop a solid plan to continue forward for the next 6 months
- Check in with me to resolve any existing challenges and determine the strategic changes that need to be made in order for you to achieve your goals
20 Private Coaching Sessions
Each month, we will meet on the telephone for two private 45-minute business development coaching sessions. During this time, you will have the opportunity for in-depth focus on the strategies that you want to implement. The sessions are customized to your needs. Topics may cover:
- Strategic business development planning in any economy
- How to improve profitability and generate more revenue
- How to obtain peak performance, getting more done with less effort
- Successfully navigating complex projects
- Branding, marketing and business development skills
6 Private “Just In Time” Coaching Sessions
Knowing that there are times when you just need a quick answer, to hash out something on your mind, or receive support, you may pick up the phone for a 15-minute conversation on a private line up to six times for “just-in-time” coaching and support.
Private Monthly Open Office Hour with Susan
Here’s how it will work…
During an hour-long “Open Office” call format, you may call me for up to a 10-minute session. It will be a great opportunity to ask me anything about your business including getting a question answered to support forward progress, celebrating a win or simply getting feedback or my perspective on a particular topic.
Direct and Private E-mail Access
You will have direct access to get any last-minute, important questions answered.