TERMS & CONDITIONS: 6 Month Initial Commitment.
Monthly Amount Auto-Billed Just Prior To Each Upcoming Month. Clients May Cancel At the 6-Month Mark. Quarterly renewal and cancelation points thereafter.
At least one week notice prior to renewal via email required.
No Refunds; Early Termination Carries An Administrative Fee of 2x Monthly Cost
(For extreme and extenuating circumstances, exceptions can be requested in writing via email)
PROGRAM INCLUDES:
One 90 Min Call Each Month 45 Min - Topical Curriculum
45 Min - Q&A/ Discussion/ Implementation Support
*Written resources, turn-key tools and templates referenced also available as an add-on
6 Months Minimum; Quarterly Renewable
PROGRAM STARTS JANUARY 24, 2024!
| Item | Price |
|---|---|
| $1,700 | |
| $297 every month |
ONE TIME OFFER - Add all written resources for an additional $297 per month: Available only at time of enrollment! Most months, we will reference processes, checklists, a workbook, language, or materials within a course that has been built for our private coaching clients on the monthly topic. Or, we will preview a turn-key, functional template, resource or tool that has been built for and used by our 5 Star Pathfinder Practice. By adding this option, you'll be billed an additional $297 each month and your program will include immediate access to the relevant resources, which range from $397 (our workbooks) to $997 (our trackers, practice tools and systems and coaching courses) when purchased separately. * This pricing is HEAVILY discounted, is NOT available after enrollment and will NOT be offered again. It can be removed from the program pricing, if desired, upon request during any program renewal period. **If more than one resource is previewed in a given month, this pricing includes advisor's choice among resources offered. (1 per month).
- Systems: Specific processes for tighter execution, greater advisor leverage & efficiency, and a more consistent client experience
- Sales Cycle Efficiency: Non-Salesy approaches for creating urgency for your clients and team
- Team: Comp Structures, Bonuses and Performance Reviews
- Prospecting: Creative approaches for various markets; improving COI referrals
- Marketing: Executing high alignment client events, especially for high net worth markets
- Closing Efficiency: Methods for Improving Closing Ratios
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Branding: Creating aligned differentiation
- Hiring: Systems and tools for successful on-boarding and efficient training of new team members
Additional topics can be suggested by the group and coverage order will be prioritized by group interest
CUSTOMER SUPPORT
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