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 Overview
What is in Creating Your Ideal Practice?
Strategic Planning
Specialization Development
Identity Development: Company Name & Slogan
Marketing Tools Evaluation & Recommendation
Marketing Channel Development
Client Service
12-Month Action Plan
Budget
Who are the Plans geared towards?
Cost
Satisfaction Guaranteed
Overview |
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Most Financial Advisors do not have a system for getting new clients. As a result, their businesses are chaotic, unpredictable and stressful. Creating Your Ideal Practice creates a step-by-step process that details every critical aspect of business development, including the invaluable components of Specialization, Identity and Prospecting.
No two plans are the same. Creating Your Ideal Practice is built using your unique insights into your business and market, and our experience in developing over 2,000 such plans for Financial Advisors.
Your plan will contain hundreds of new techniques and ideas to build your business – and more importantly, you'll have a specific 12-month step-by-step marketing plan custom-designed to fill your pipeline with the 'A' clients you want most. |
What is in Creating Your Ideal Practice? |
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Strategic Planning
Most Financial Advisors do not have a Growth Strategy. Creating Your Ideal Practice will give you one. It will motivate you to start thinking strategically and stop thinking tactically. It will consolidate everything into a personalized 12-month plan of action so you'll know exactly what to do, and when.
10 Benefits of your Strategic Plan section:
- Gain a new, laser-like focus on your very best opportunities – which will vastly increase your sales, marketing and operational effectiveness.
- Start up a marketing and branding engine that keeps you constantly in front of the right prospects – so that your stress level drops while your business and personal lives rise to new heights.
- Synchronize your business development with your personal values – for unparalleled success.
- Pave the way for ongoing revenue-generating systems that will improve your cash flow.
- Create a timeline to detail how fast can you grow – and how fast you should grow.
- Succeed in any economy, thanks to the consistent referrals and new business the plan helps you generate.
- Give your business a structure, and give yourself the opportunity to balance your work, life and values.
- Bring order to your day-to-day business activity, taking stress and worry out of your business life.
- Create a surefire system that turns leads into prospects, prospects into clients, and clients into raving fans – with mountains of referrals.
- Develop an ironclad marketing strategy to win more (and more profitable) clients.
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2008 Seminar Dates
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Enrollment Info (PDF) |
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Enrollment Info (PDF) |
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Enrollment Info (PDF) |
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Enrollment Info (PDF) |
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Enrollment Info (PDF) |
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Enrollment Info (PDF) |
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June 3-4, 2008
(Tuesday - Wednesday)
Orange County, CA
Enrollment Info (PDF)
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June 10-11, 2008
(Tuesday - Wednesday)
Chicago, IL
Enrollment Info (PDF)
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Enrollment Info (PDF) |
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July 11-12, 2008
Las Vegas, NV
Enrollment Info (PDF) |
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August 8-9, 2008
Las Vegas, NV
Enrollment Info (PDF) |
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September 12-13, 2008
Las Vegas, NV
Enrollment Info (PDF) |
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October 17-18, 2008
Philadelphia, PA |
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November 7-8, 2008
Las Vegas, NV |
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December 5-6, 2008
Las Vegas, NV |
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| Additional Info: |
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All Creating Your Ideal Practice weekends are performed by Peter Montoya and/or Senior Trainer Sue Rasmussen.
Sessions run from:
8 AM to 8 PM on Friday
8 AM to 6 PM on Saturday
All city and state locations are tentative until a specific hotel has been confirmed. Subject to change without notice.
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| Important Forms: |
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| 2008 Seminar Dates (PDF) |
| Registration Form (PDF) |
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Specialization Development
You can't be everyone's Financial Advisor. You'll exhaust yourself trying. So stop fighting a losing battle to become an expert on every financial topic. Stop struggling to "keep up" – and start specializing. When you specialize and attract clients with similar needs, you will improve your marketing, selling and operational efficiency. Your income will correspondingly grow as well.
Why not fill your pipeline with highly profitable, appreciative clients? Why fall victim to the life-draining ones again and again? Your marketing plan will position you to acquire the enjoyable 'A' clients you should have been working with all along.
12 Benefits of your Specialization section:
- With a clear specialty, you are poised to attract lucrative, pre-qualified clients and ward off unqualified, time-consuming, life-draining clients.
- You will effectively uncover hidden prospects who appreciate (and can afford) quality financial advice.
- You can position yourself as an expert within your chosen niche, fostering far more client and professional referrals.
- You will attract clients who buy your services without even thinking about price.
- You will meet clients you really like – on a personal level.
- You will learn how, when and why to fire clients.
- You will avoid getting sucked into "squeaky wheel" clients.
- You will learn how to find an unmet need – and fill it.
- Specialize, and you will gain a branding and marketing foothold that can help you "break in" to local corporations.
- With a specialty, you can build instant and enormous credibility through your marketing.
- Learn whether to specialize around a product category or target market.
- You can create the right business model for you.
Identity Development: Company Name & Slogan
Chances are, you've named your company incorrectly. You've chosen a name that sounds grandiose, yet will only make you anonymous. You want to be remembered, not ignored. So use proven branding psychology to tap your clients' minds and trigger top-of-mind awareness and endless referrals.
6 Benefits of your Identity section:
- You can create a brand that gives you an essential competitive advantage.
- The identity you create can be the root of your company name and slogan.
- Learn how to think up a company name that demonstrates substance and allows for easy "transferability" when selling your practice.
- See how the right company Identity can help to position your partners and junior reps.
- Learn how to assemble a slogan that pierces your target market's mind and draws prospects to you.
Marketing Tools Evaluation & Recommendation
Many professionals have told us horror stories about their previous attempts to create marketing materials. In this section, you'll be able to take control of your brand and your marketing, because you will learn exactly what works – and what doesn't – in the marketplace.
11 Benefits of your Marketing Tools section:
- You will learn what tools you absolutely must have.
- You will see what tools you absolutely shouldn't have.
- How do you develop effective tools? This section will tell you how.
- See the benefit of a web site – the potential for client traffic, the "web extras" that keep clients and prospects coming back.
- Learn about the common problems that cause most marketing materials to fail miserably.
- Discover the little tricks that can help your marketing materials sail past compliance.
- Have a look at some good (and bad) marketing examples.
- Learn more about the subconscious associations triggered by various colors.
- What makes for a successful web site design? See the do's and don'ts.
- Discover the steps to develop a great advertisement.
- See why copycat marketing may not bring you a dime of business – why what works for someone else may not work for you at all.
Marketing Channel Development
It's time to flood your pipeline with qualified 'A' prospects. The OYMP will show you how to pick the right "highways" for your marketing message, and use several Marketing Channels at once for great results.
16 Benefits of your Marketing Channels section:
- The right Marketing Channels will connect you to lucrative, pre-qualified clients.
- You can market ethically, tastefully and effectively to willing prospects.
- You can effectively "competitor-proof" your business.
- See the high-profile Marketing Channels that give you the credibility to play – and stay – in the "big leagues."
- They can help you systemize your marketing efforts to produce a rainfall of business – even in the worst economic climate.
- Learn about the guerrilla, low- and no-cost marketing strategies that can shame your competitors.
- Should you write a book? Author a column? See why the return from these marketing "investments" may be well worth your time.
- What is the real value of e-mail marketing, and e-newsletters? Learn truth vs. fiction.
- Pick up tips that will encourage your clients to painlessly refer you new prospects.
- Find out if the return from newspapers, flyers, Yellow Pages, radio, and TV really suits the money that you spend.
- Discover how to profit from conference calls.
- Learn about the "born losers" – the marketing ideas that virtually always fail.
- Discover tactics to create ongoing referral relationships with CPAs and attorneys
- See how to make your networking far more effective (and less painful) for everyone
- Stop fretting and sweating about revenue growth – instead, put lead generation systems into place that flood your pipeline with new prospects.
- Stop chasing prospective clients – instead, learn ways to make them call you
- You will see how to create a seminar that works – an atmosphere that not only closes new business, but opens doors to new relationships.
Client Service
Once you've won the client's business, your job is to win his or her loyalty. That sounds like a reasonable task – but if you're like many Financial Advisors, you probably have very few "raving fans" Most of your clients don't appreciate you; some will leave you as competitors whisper in their ears. This section will give you specific tools to turn indifferent clients into loyal advocates for your business.
6 Benefits of your Client Service Plan section:
- Gain 50+ ideas to improve client retention.
- Have the ongoing client service secrets that are essential to your business success.
- Find out what your clients really think about you with some simple, low-cost research – and use what you learn to improve your client relationships
- Develop a client-centered culture that will make visiting your business a preferred experience.
- See the steps to recover from a customer service problem.
- Discover how to create a win-win situation even when you know the client is wrong.
12-Month Action Plan
Sometimes a good swift kick will get you moving. Think of our 12-Month Action Plan as a catalyst for the new phase of your career – a phase in which you no longer beg for business, but instead pick and choose the clients you want.
8 Benefits of your 12-Month Action Plan section:
- Pick out the right mediums for your message from the multitude of channels available (direct mail, newspapers, flyers, radio, television)
- Create crystal-clear objectives for your business
- Extrapolate and quantify specific, measurable interim goals from your larger objectives
- Choose appropriate business development strategies based upon your goals
- Confirm and write your new brand objective
- Consolidate goals, strategies and brand development into doable 12-month increments
- Build your comprehensive marketing plan
- Create ongoing systems so that ongoing client acquisition efforts are easy
Budget
How much do you spend, what do you spend it on, and when do you ramp up or cut back? This section will help you spec out annual, monthly and weekly marketing expenses, and allow you to project expenses forward with the growth of your business.
8 Benefits of your Budget section:
- Gauge how much should you spend on marketing.
- Learn about the 80/20 rule – the right way for a financial services business to budget.
- Determine a reasonable marketing budget to achieve your goals.
- Discover a little-known American success formula – a way to generate unlimited revenue without spending a single dollar.
- Discover the secret of great marketing – and why most business owners, unaware of it, spend their careers on the brink of failure.
- Learn how to hire the right marketing support staff.
- Discipline yourself to stop wasting time on nonsense and work smarter, not harder.
- Track results so you can leverage your successes.
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Who are the Plans geared towards? |
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Every Financial Advisor (Financial Planner, Investment Manager, CPA & Insurance Professional) responsible for attracting and keeping more clients. If you are in control of your marketing and branding and need more clients, Creating Your Ideal Practice will give you the clarity that you need to grow your business.
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Cost |
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The cost for Creating Your Ideal Practice is $1,995
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Satisfaction Guaranteed |
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We guarantee your satisfaction.
Our exclusive 100% SATISFACTION GUARANTEE. If you are not 100% satisfied and convinced that Creating Your Ideal Practice will grow your business with all the 'A' clients you desire, simply notify us and return your materials at the end of the event, and we will refund 100% of your tuition.
To register or get answers to your questions, call (888) 730-5300 now or click here to request more information!
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Need More Information?
To register or get answers to your questions, call (888) 730-5300 now or  to request more information! |
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