Business Coaching - How it works
We are your 'not so silent' business partner in planning and strategy.
Business Coaching, when done properly is really straightforward. You connect with your coach, and they determine with you what your business/professional goals are. We chart a course, develop a plan with strategies and implement our tools. You do the work. You get the results. Everyone is happy. We are the 'mechanics of a business model. We aren't personal coaches. We were all accomplished business owners and professionals before becoming business advisors.
*Be wary of any 'coach' whose only entrepreneurial/sales pursuit has been their coaching business. You get what you pay for. And never sign a contract. They don't need to lock you into an agreement to keep you on their client list if they are good. Now for our process...
1. Determine Suitabilty
Assuming you haven't come to us through an existing client, you fill out the questionnaire to see if one-on-one coaching is right for the stage you are in or if you'd be better served through one of our online programs or by another provider.
2. Book a 'sit'.
Assuming that you have the right experience and at the right revenue level, we can schedule a call to discuss your goals and if we can play a meaningful role in getting you there. We take 'no' as graciously as 'yes' and promise to leave you better than we find you.
On average, Advisors at this level can be expected to see net growth of 1-2 M in new assets per month, assuming a $500K minimum account size.
3. Program Overview
Assuming that there seems to be a potential fit, we share with you deeper details on our model. Process, rules & boundaries, pricing of the packages (3 options) and other details to support the client in making the right decision.
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4. Intake Session
Assuming both client and coach decide to proceed, we book an Intake Session. Client receives a list of questions to answer and coach goes through answers with them.
5. Ongoing Coaching 1-2x per month
We have monthly or bi-weekly coaching sessions to set plans and strategies to move measurably towards the agreed-upon goals. Each coaching session is 55 minutes long.
6. Measure & Manage
Our program has tools that will measure the work and both client and coach will determine if the relationship should continue based on performance. No contracts. Guaranteed results. All focused on business development and growth.
Need something at your own pace that you can do outside of business hours? Check this out!
Our Foundry AI™ program has all the tools of our Ghost CEO™ platform but is delivered online through a well-planned course curriculum. This six-month program will walk you through all the fundamentals of business development, from targeting markets, knowing what to say to prospects, and tracking your efforts, so you do more of what works and less of what doesn't. Activating others to promote your business (Champions), forming alliances with complementary businesses/professionals and developing and managing a Hunting Pack. A Hunting Pack is a group of 4-8 professionals targeting the same niche market(s) and generating opportunities for themselves and each other.
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With over seven hours of video content broken into 3-5 minute videos, you can also consume the information through audio files (should you want to learn the information during your commute, at the gym, or when out for a walk. We also make the curriculum available as a written transcript for those who like reading information rather than watching or listening to it.
Note: All videos are close-captioned. If you want to watch the videos but are in a shared workspace or other situation where you don't have the option of playing the video out loud (and are without headphones), we have a solution.
Whatever your style of learning, we have it covered. Audio files and transcripts, as are the tools accompanying each program component, are downloadable.
Program developed and delivered by best-selling author, venture capitalist and founder of the Ghost CEO™ platform.
This program filled in a bunch of the gaps in my go-to-market strategy and identified that one of the markets I was targeting didn't have the assets that I thought it did, just by going through the Niche Market section. After that, the rest of the program was a bonus. I was spending tens of thousands of dollars promoting myself to a non-viable market. Oy!
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K.C.
Morgan Stanley Wealth Management