The Financial Advisor Success Track (FAST) Gold Level is a 6-month program designed to include:
This brand assessment will help you define your brand so that you can raise your visibility, create credibility and consistently attract ideal clients. Your brand is more than a logo or tag line. Your brand is the identity and face of your practice. By taking this analysis, you will have the opportunity to effectively integrate your brand into your marketing materials to boost revenue and lead quality.
Marketing Material Evaluation (1 hour)
I will expertly review the marketing materials of your choice. I will also provide guidance, recommendations and editing during this time.
Marketing and Business Growth Retreat (Half Day)
During this 3 hour retreat Marketing and Business Growth, you will be creating a plan to experience your best year ever in your business. We will take an in-depth look at your overall vision and determine the best plan to support you. Throughout this process, we will begin to map out your new branding and marketing strategy taking into account how to leverage your existing efforts with new strategies to create sustainable results. By the end of your retreat, you will have a detailed strategy for success mapped out.
Mid-Program Retreat (Half Day)
During this mid-program retreat, we will spend 3 hours together and you will have an opportunity to:
Identify and address your practice’s current status, successes and challenges
Develop a solid plan to continue forward for the next 6 months
Check in with me to resolve any existing challenges and determine the strategic changes that need to be made in order for you to achieve your goals
10 Private Business Development Coaching Sessions with Susan
You and Susan will meet on the telephone for ten private 45-minute business development coaching sessions. During this time, you will have the opportunity for in-depth focus on the strategies that you want to implement. The sessions are customized to your needs, however, topics may cover:
Branding, marketing and business development skills
Strategic business development planning in any economy
How to improve profitability and generate more revenue
How to obtain peak performance, getting more done with less effort
Private Monthly Open Office Hour with Susan
Here’s how it will work…
During an hour-long “Open Office” call format, you may call me for up to a 10-minute session. It will be a great opportunity to ask me anything about your business including getting a question answered to support forward progress, celebrating a win or simply getting feedback or my perspective on a particular topic.
Direct and Private E-mail Access to Susan
You will have weekly access to get any last minute, important questions answered.