The 9-steps system that lands ideal clients without expensive advertising, confusing technology, or fancy sales tactics.
Hey Rich, I found the following from the Strategic Alliance Success (SAS) the most useful for me: #1.To "get out of the gate", I had to set time on my calendar to think through what I wanted in a partner - who do I want as a partner? I concluded that I needed an alliance partner who thought like me - Victor mentality who wanted to serve a client (we win when the client wins) but did not compete with my services. This took longer than I thought but it worked. #2.Blocking my calendar was key - planning time, strategy time, execution time - block it all off #3.I am visual and I needed hard copies of the worksheets in front of me and everything else removed from my desk, including shutting down email -- Focus on this only for the entire time block. #4.The session-by-session checklist was very helpful for planning/organizing/structure. #5.Client Core Cares Worksheets and Client Circumstance Worksheets are the most used worksheets in all of my coaching preparation. I ran into several roadblocks before I found how to use all of this information. I didn't get it right away. As a matter of fact, it was this structure that led me into Exit Planning as my focus of work. Before, I was shotgun blasting for clients. I used SAS to build my Exit Roundtable alliances. Our common ground is exit planning. I used SAS to get CPA, CFP, attorneys, marketing consultants, insurance brokers and business brokers to work with me on the Exit Roundtable events. I now have 3 different exit groups and currently building a 4th group. Only 2 are local. I found this can work for virtual groups as well. Thanks for creating this program & training. It's been a blessing for me. Alan
Alan Bennett