Introduction: Imagine, it’s 3 a.m., you can’t sleep because you’re stressed out and you’re tossing and turning. When you lay awake in bed at night, what are the challenges running through your head?”
These are the actual words used by my clients in answering the question.
Challenges:
- I have to give this important presentation - I'm not a great speaker! I need help!
- I'm drowning in admin tasks. I can’t focus on growing my business.
- I’m not a good people manager. I want to focus on production.
- I’m more productive in a Starbucks than in my office.
- I need more “A” clients.
- How do I climb the leadership ranks faster?
- I'm working nights/weekends instead of spending time with my family.
- My sales quota is unrealistic yet I can’t afford to fail.
- I’m not managing my time well and feel overwhelmed
- There isn’t enough time in the day to get it all done.
- I feel overwhelmed. How can I dig out without working insane hours?
- I need more clients. Better clients.
- I need a marketing plan that shows a clear path to achieving my goals.
- I have great social contacts, but how do I bring up business without being pushy?"
- I feel like a wholesaler for a money manager,” said one Financial Advisor
- What I’m doing doesn’t work anymore. I need help.”
or they were asked “What are your Success Limiters – the things holding you back?”
- There were 6 areas:
1. Procrastination.
2. Feeling overwhelmed.
3. Staying on task.
4. Trying to please everyone.
5. Fear: of disappointing family, disappointing clients.
6. Worry about things out of my control.
How do I stand out from others? Simple. I help you find your Pleasure Island: Opportunities, Dreams, Ideal Situation. I asked my clients
"If you could wave a magic want, and everything about your business and life was exactly the way you wanted it to be, what are the results you’re looking for?"
They said:
- I gave a great presentation, the audience loved it and I felt confident.
- Doctors (affluent, successful people) come to me for financial advice.
- CPAs partner with me to handle their clients’ financial affairs.
- I can hit my business goals.
- I can have a better relationship with my coworkers, spouse and kids.
- My business strategy makes sense. I have great skills. I now see how to hit my goals.
- I have the right staff who are well trained, understand their roles and act as a team.
- Someone who understands me and my team and pushes us to be better."
Or they were asked “What are your Success Accelerators – your secrets behind a significant achievement in your life?”
There were 5 common themes:
1. Scheduling time to plan.
2. Practice, Practice, Practice. Purposeful Practice.
3. Finding positive people - avoiding toxic people.
4. Regular spiritual reflection and rejuvenation .
5. Having checklists for the morning office routine, on-boarding clients, team meeting agenda, client reviews.
How does our service stand out?
My clients' teams function as written musical scores for an orchestra: although different instruments play different notes at different times, all perform harmoniously to produce one beautiful client experience. I help you get the right people in the right roles, performing them exceptionally well. I bring business and life experiences, fantastic instincts that drive strategy and execution as well as helping you refine the verbiage. How you say it matters more than what you say. It's part art and part science. I'll help you with both.
Talented, ethical sales people still want someone who's walked in their shoes to guide them through the mine fields, teach them tips, share what's working, give them honest feedback and a safe environment for trying new approaches. I enable people to be better speakers, better communicaors and live happier lives. I love doing just that.
