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Business Coaching Packages & Fees

About Coaching…

Suzanne coaches via telephone, so it doesn’t matter where you work or live. Suzanne's financial advisor clients live all over the United States, Canada, and foreign countries. Clients call Suzanne for a weekly phone appointment at the same time, on the same day of the week, the first and third weeks of every month. 


TELEPHONE BUSINESS COACHING

INCLUDES:

The Prosperous Advisor Coaching Program™
• 90 Days to New Clients Program - a SYSTEMATIC step by step program to help you focus on getting new clients
• Daily Success Schedule, Weekly Action Planner
• Marketing Plan - 39 proven proprietary tactics with key activities to reach current and future clients
• Implementation Plan – Marketing Calendar, Marketing Assessment Tool
• Vision Statement
• Mission Statement based on your company's core values
• Branding your Practice - Value Proposition & Positioning Statements – Who We Are, What We Do, What Makes Us Different - Company Tagline
• Website Planning: Suzanne can help you get listed on page one of Google (depending upon key word popularity). You must be willing to invest in a custom web site (not a template), be a good writer, and be willing to work on this strategy from six to eighteen months.

• Team Coaching - Leadership Coaching - how to grow as a leader and motivate your team
• Productivity - Work smarter, not harder

Key areas of focus
• Personalized Action Plan
• Recap and Action Items after each session
• E-mails and phone calls between sessions

• Two coaching calls per month (the first and third week of every month -the last week of the month is off)

FEES and COMMITMENT:
Minimum Six Month Commitment
Option 1: 2 45 minute calls* $475.00 per month, paid monthly

Clients who achieve the most success stay with coaching 12-18 months
Option 2: $425.00 12 month commitment, paid monthly (10% fee reduction)

*longer calls are available for the first few months of coaching for an additional fee, if needed

Coaching is not an expense.
Coaching is an INVESTMENT in your financial success!

CUSTOM MARKETING PLAN DEVELOPMENT

Not interested in coaching? Custom marketing plans are available.
Niche development, strategy creation, marketing calendar, and implementation plan.
Custom pricing - please contact Suzanne

ADVISOR BRANDING PACKAGES

Brand development, logo design, tagline creation, and web site design.
Custom pricing - please review the Branding page

COMPLIMENTARY CONSULTATION:

This consultation is only available to advisors who are SERIOUSLY considering hiring Suzanne as their Business Coach.

Complimentary Consultation Form


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Prosperity Coaching LLC, Business Coaching for Entrepreneurs

Contact Us: Call 480-922-1723

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