Coaching with David Leo
My Approach Will Detail All The Key Elements You Need To Implement To Have a Successful Level 10 Financial Advisory Practice
TRANSFORM YOUR BUSINESS INTENSIVE
A 90-Day Intensive Coaching Program
Together We Will:
- Develop Your Unique Value Proposition
- Formally Segment Your Book & Analyze The Results In A New and Exciting Way
- Detail Your Client Contact Plan
- Detail Your Client Service Promise For Each Client Tier (And Client Where Required)
- Define, Understand & Implement Your Six Core Client Facing Processes:
- Intake Process
- Financial Planning Process
- Risk Management Process
- Consultative Investment Planning Process
- Client Service Process
- Client Planning & Review Meeting Process
- Understand The Value You Deliver to Your Right Clients and Have Your Clients Understand Your Value
- Develop a Quantitative Metrics Accountability Plan
- Understand & Implement Your Top 5 Marketing & Sales Approaches
Our focus is on the processes and functions most appropriate for growing your practice by bringing organization and structure to your unique business.
What Is Included?
-- Each call followed by an email reviewing our work, identifying open items, providing additional guidance as needed.
-- Session summaries include any appropriate attachments that relate to our meeting.
- 2 Monthly meetings
-- Each call followed by an email reviewing our work, identifying open items, providing additional guidance as needed.
-- Session summaries include any appropriate attachments that relate to our meeting.
- Full email and ad hoc call support between meetings. (No limit.)
- Access to my suite of tools, templates, systems, and trackers.
- A program personalized for you and your goals.
- Only a 90-Day Commitment.
- An organized, structured, well-managed business that brings very high client satisfaction.
- Business development approaches that bring new assets, revenues and clients to your practice.
- An understanding, non-judgmental confidential confidant.
- A partner that can help you see your blind spots.
- A person who can provide objective feedback without an agenda.
- Someone who has your best interests in mind in providing feedback and counsel.
- Another set of eyes. The top performers in the world have coaches to help them see what they themselves can’t see.
- Someone to hold you accountable.
- A sounding board who is not distracted to her or his own business.
- Another source of creative ideas you can brainstorm with and try out new ideas, behaviors, and mental processes as you are in a safe environment.
- A person to help you create your vision and develop your plans for success based on your values, personal strengths, background, and assets.
- A fully supportive teammate.
Deliverables:
- Complete Book Segmentation
- Complete Book Analysis
- Detailed Client Contact Plan (to your specifications)
- Detailed Intake Process
- Customized Intake Questionnaire
- Customizable Intake Document with Investment Plan Outline
- Customized Set of Your Financial Planning Components
- Description of Your Risk Management Components
- Description of Your Consultative Investment Planning Process
- Your Personalized Client Service Process
- Your Personalized Client Service Promises
- Customized Description of Your Client Planning & Review Meeting / Strategic Alignment Process
- Detailed Descriptions of Key Business Development Processes
- Introductions from Clients
- Introductions from COIs
- Book of Life
- Niche Marketing
- Set of Marketing Ideas and Letters
- Second Opinion Service
- You Only Get One Retirement
- Introducing Our Process and Promises
- How to Build a Prospect Pipeline
- Prospecting Script
- Enhanced Drip Campaign Description and Snippets for Coaching Period and Before
Endorsements:
From ML CFP®, Senior Vice President, Wealth Management Advisor.
“David, the time we spent developing our 2019 plans was quite possibly the best thing that I have done for quite some time. I truly feel that the work we put in last week coupled with the dedication to execute on the plan constructed will provide me with the tools that I need to have my best year ever. I really appreciate you.
The largest delta between my practice prior to working with you and currently working with you is my level of satisfaction with what I do, who I work with and how I do what I do. You and your systems provide me with a road map of repeatable systems. Systems that provide me and my team with a process to accomplish our goals. Those processes provide us with efficiencies that we didn’t have prior.
Since working together, my AUM has grown from about $50MM to $133M. My production has grown from about $620K and in 2019 I am well on track to break $1MM in production.”
From Hybrid Independent FA, MS-PFP, CFP®, AFC®, CDFA
“David Leo has taken my practice to a whole new level. I am more focused, better organized and energized. Because of his expertise in the nuts and bolts of running a financial advisory practice, my expenses have been minimized, and I am more profitable. His fees have paid for themselves threefold. My assets grew by 10% within a six month period of working with Coach David Leo, and my fees grew by 20%. I am astounded at the level of care and detail he has put forth in our coaching relationship, and my model for client service has improved based on his client relationship model.”
From ML CFP®, Senior Vice President, Wealth Management Advisor.
“David, the time we spent developing our 2019 plans was quite possibly the best thing that I have done for quite some time. I truly feel that the work we put in last week coupled with the dedication to execute on the plan constructed will provide me with the tools that I need to have my best year ever. I really appreciate you.
The largest delta between my practice prior to working with you and currently working with you is my level of satisfaction with what I do, who I work with and how I do what I do. You and your systems provide me with a road map of repeatable systems. Systems that provide me and my team with a process to accomplish our goals. Those processes provide us with efficiencies that we didn’t have prior.
Since working together, my AUM has grown from about $50MM to $133M. My production has grown from about $620K and in 2019 I am well on track to break $1MM in production.”
From Hybrid Independent FA, MS-PFP, CFP®, AFC®, CDFA
“David Leo has taken my practice to a whole new level. I am more focused, better organized and energized. Because of his expertise in the nuts and bolts of running a financial advisory practice, my expenses have been minimized, and I am more profitable. His fees have paid for themselves threefold. My assets grew by 10% within a six month period of working with Coach David Leo, and my fees grew by 20%. I am astounded at the level of care and detail he has put forth in our coaching relationship, and my model for client service has improved based on his client relationship model.”
Next Step
Fill out my strategy session application and we'll talk.