Financial Coaching & Consulting

Business owners today are in the fight of their lives, the global economy is in shambles, no additional revenue sources for financial support and most marketing and advertising doesn’t work like it used to.  If you’re struggling to generate more leads and clients, or you need immediate ways to dramatically increase revenue, we’ll make all of these problems disappear forever!

Small business owners today are desperate for proven and tested ways they can generate more leads, attract more clients and make more money.  What if I told you that I can show you how to generate all the leads a business owner needs in order to completely dominate their market?  What if I could prove to you right now that I can make ANY small business owner dramatically more revenue and profit… and do it in just 30 to 90 days?

The process I use for my own private coaching clients…

  • First, I assess my client’s business so I can discover where they are right now… versus where they want their business to be… both professionally and financially
  • Then I analyze their assessment and create a detailed roadmap that shows them how to reach their goals and objectives in the shortest amount of time… and for the least amount of money

At the very top of their roadmap I list the
basic fundamentals of business Fundamentals…

  • market-dominating position
    • client has innovated their business so that it’s unique and different from all of their competitor
  • identify their ideal client
  • map out their ideal client’s decision making process
  • compelling message (10 second elevator pitch)
  • The first thing I do when working with my private clients is to train them in the fundamentals
  • I train them in one fundamental per week over 52 weeks

Then at our weekly one-on-one meeting I help
them actually apply each fundamental to their business

  • it’s the APPLICATION of that information that produces real results for their business
  • I stopped spending my client’s one-on-one time training them… instead, we send them a recorded instructional training video every week to teach them what they need to know
  • when I started following this process, my client’s results absolutely skyrocketed

I have never met a small business owner that didn’t
need an IMMEDIATE increase in their cash flow

  • this becomes even more important when you consider my top tier coaching clients are now paying me up to an additional $4,000 per month to help them generate more leads and make more money
  • puts the pressure on me to deliver fast results
  • the only way to instantly increase their cash flow is through marketing
  • the fundamentals are obviously critical but when they’re receiving just one fundamental per week they won’t create their compelling marketing message until week #9

That’s when we created our Quick Start Program…

  • there are 10 areas within any business that can produce impressive streams of additional revenue simply by tweaking several basic areas within that business
  • these are areas that their competition has all but ignored, and by focusing on just a few of them, I can instantly increase my client’s cash flow
  • I teach them how to create that short, 10 second mini-commercial for their business (elevator pitch)
    • immediately positions them as the preeminent expert in their industry
  • there are 10 areas within any business that can produce impressive streams of additional revenue simply by tweaking several basic areas within that business
  • these are areas that their competition has all but ignored, and by focusing on just a few of them, you can instantly increase your client’s cash flow
  • we’ll teach you how to help your client’s  create that short, 10 second mini-commercial  for their business (elevator pitch)
  • immediately positions them as the preeminent expert in their industry

Now it’s time to get serious about building their
business to its maximum potential over the long term

  • focus on just 5 areas of their business
  • the 80 / 20 rule… just 20% of the things you focus on within your business will produce 80% of your total revenue
  • the 5 areas our clients focus on make up that critical 20%
  • those areas are More Leads, More Conversions, More Transactions, Higher Prices and More Profits
  • we call these the 5 Step Profit Formula… and by focusing on just these 5 areas we can help any small business owner double their profits within 12 to 24 months

If the business owner we’re working with is serious and dedicated, we can typically get them to more than $1 million dollars in total revenue or whatever level they want to obtain during that time frame. It’s truly “game-changing” for them


5 Step Profit Formulas…

  • More Leads
  • More Conversions
  • More Transactions
  • Higher Prices
  • More Profits
  • Almost ANY business can instantly increase their overall revenue by a minimum of 34% by adopting an upsell / cross-sell strategy

Current ways small businesses market themselves…

  • send out emails
  • run an ad
  • send out direct mail
  • these are all tactics… with no solid strategic approach

Within each of the 5 Profit Formula areas,
we break them down into 4 major sections…

  • Fundamentals
  • Strategies
  • Tactics
  • Resources

Fundamentals -provide our client’s with a 30,000 foot overview

Strategies – the most important section

  • contains the latest world-class strategies specifically designed to generate all the leads any business can handle
  • client’s discover 40 + powerful lead generation strategies
  • select only one that favors them and their individual strengths
  • We have strategies for radio, TV, webinars, teleseminars; trade shows…  even a step-by-step, paint-by-numbers strategy that will position any business that uses it on page one of Google within 30 days… GUARANTEED!

Each strategy consists of a series of tactics

Webinar strategy example… (the tactical steps required)

  • write direct mail letter or email inviting prospects to presentation
  • must know the intricacies of email marketing
  • must be persuasive to compel prospects to register for event
  • need to learn the “marketing equation”
  • need to create a website to maximize conversions
  • need to create a powerful presentation that employs powerful video marketing techniques
  • may decide to place an ad in their local paper

We developed an entire instructional video training series that teaches them how to put each one into place. The training videos allow me to save my one-on-one time with my clients so together we can work on ways to apply the training from the videos and create a specific marketing action plan that gets them real results.