Part 2: 90-Days to Outrageous Success Coaching Club

A couple weeks ago, I asked for your feedback on a new program I'm thinking about offering.  I received more responses than I expected.

Thanks to all those who offered your suggestions!

You might recall that I'm considering offering a group coaching program.  It would be based on a training program I created for my corporate clients.  Most of the material is also in a book I've written (but not made available to the public); it's titled "A 90 Day Roadmap for Creating Outrageous Success".

If you have just a few more minutes, I would like to ask you to answer another handful of questions about the "format" of this program.

(Here's a link to a 7-question survey I created on Survey Monkey: http://www.EncoreAdvisor.com/snip/231.htm.)

Before you go to the new survey, let me set the stage...

At the end of my last post, I asked for your input on three questions.  Here's what you said:

1. Would you be willing to spend 2 extra hours each week working on your business if it would produce dramatic results within 90 days?

Believe it or not, 100 percent of respondent said YES.

At first, I didn't believe this result myself, but every time I check the survey this number doesn't change.  So I guess I may be onto a good idea.  I was willing to move forward if the response was only 50 or 60 percent favorable.

I did receive some comments of caution; here's an example:

"I have to take caution with any claim of instant success."?

So I want to be clear, I NEVER promise instant success.  This would be a 90-day program based on proven concepts I have taught for years.  But these ideas won't work if you don't personally commit to a couple hours of work each week.

2. Do you believe that a well structured "group coaching" program (like-minded advisors working with an industry expert) could help you achieve your goals for 2010?

The overwhelming response was positive; over 90 percent said YES.

Again, this leads me to believe that this program would be well-received if I can bring like-minded advisors together.  So,if I move forward, I'm going to screen participants for their seriousness.

I think these comments highlighted what you might expect:

- "Robb, you have my complete trust for your ability to deliver great content and sound ideas."

 

- "(I would expect) 2 Hours of well structured material and examples not just 2 hours of coach ramblings.  Especially with good "give and take" from all participants."

 

- "Taking the time to analyze and plan the practice is fun and productive. To add coaching perspective is usually helpful."

 

- "I would recommend recording the session(s) so those of us who might have conflicts on those particular days could dial/log-in to keep on track."

3. As we head into 2010, what is your top challenge?

As you can imagine, I received a ton of answers.  But most of the answers fell into a few key areas:

- Strengthening existing client relationships to build loyalty, capture more assets, cross-sell and increase referrals

 

- Refreshing prospecting and marketing activities to increase sales and capture new relationships

 

- Gaining control over time and reducing stress

Frankly, these are usually the most pressing issues facing advisors who are serious about growing their practices.  And they're definitely covered in my "A 90 Day Roadmap for Creating Outrageous Success" material.

So, at this point, I would like to ask you a few more questions about the "format" for the program.  I created another survey on Survey Monkey.  Please take a few minutes to answer.

Next week, I'll follow-up again.  And I will try to host a teleconference to cover some of the details and answer more questions.  If all goes well, I will open registration for the program in about two weeks.

Here's a link to the follow-up survey:

http://www.EncoreAdvisor.com/snip/231.htm

Thanks again for your help!

Permalink

Helping your Clients and Prospects Answer the Retirement Income Question

Permalink

90-Days to Outrageous Success Coaching Club

Let me warn you, this is going to be an unusually long blog post.  But please take a few minutes and read it through to the end.  (There is a link to a 3 question survey at the end.)

I need your advice.

You see, I sold my investment advisory practice back in June because I wanted to focus on adding new members to my website - EncoreAdvisor.com.  After 25 years as a successful financial advisor, I was looking for a change of pace.

Things are going very well, but here's the strange part.  I'm getting more calls for personal coaching than I anticipated (or can handle).  As more advisors learn that I sold my investment practice, they're coming to me for help with things like...

• business planning for 2010,
• jumpstarting their revenues,
• transition and succession planning,
• marketing and referral strategies,
• time and activity management,
• team building, and
• client communication techniques.

I'm a good coach.  And I've been personally coaching a small number of advisors for the past 7 years, so this might seem like a logical extension of my business.

The problem???

This is NOT how I planned to spend my time.  I really wanted to spend more time creating content for my website.  Good content means more members.  And adding new members means has been my primary goal.

This is where I could use your help (scroll down for my survey).  I'm thinking about creating a coaching club as a new membership option for my website.  For the time being, I'm calling it the "90-Days to Outrageous Success Coaching Club".  It would allow me to do some "group coaching" while simultaneously growing membership in EncoreAdvisor.com.

By the way, I already have a lot of the material I would use for this program.  A few years ago, I developed a similar strategy as a training program I facilitated for one of my corporate clients.  In fact, I wrote a 135-page book that I titled:  "A 90 Day Roadmap for Creating Outrageous Success".  But I've never made it available to the public.

The way I see it, it could be a win-win-win situation.

1. The advisors who have been contacting me about coaching would have an outlet for getting personal attention.
2. Those of you who are working on plans to get 2010 off to a good start could work with us to jump start your practices.
3. And our interaction would give me an opportunity to develop more content for my website, which would ultimately mean more members.

So, this is where I could use your input.  (No commitment required.)

I would like you to help me set the near-term direction for my business.  As someone who has agreed to accept my emails, you have an interest in what I do.  And I would be silly not to ask for your advice.

After all, I'm always telling financial advisors to solicit feedback from their clients. So, I guess I'm taking some of my own advice.

Here's the favor...

I have created a 3 question survey on Survey Monkey.  Please take a just a few more minutes to give me your feedback.  Once I get your responses, I'll let you know what I discover.

If it seems like enough of you have an interest in this idea, I'll put the "90-Days to Outrageous Success Coaching Club" together.  We could probably get started in mid-December or early January. Perfect timing for the start of 2010.

Okay, that's enough for now.  Thanks for bearing with me.  Here's a link to the survey, please take a few minutes to give me your feedback:

http://www.EncoreAdvisor.com/snip/230.htm

Permalink

 Next