About People and Chaya Company join forces to help financial advisors transform their business!

Transcription

1 About People and Chaya Company join forces to help financial advisors transform their business! August Chaya Company and About People create a solid alliance to develop and deliver the ultimate Business Transformation Program. The result is called Business Bridgepaths. Business Bridgepaths combines the best of About People s Distinguish Yourself, Trusted Advisor and Client Relationship training programs with Chaya Company s Bridgepaths program and Business Mentoring service. Business Bridgepaths also brings together three industry thought leaders, purpose-driven trainers and mentors Jake Chaya, Michael Lovas and Pam Holloway. In them, you get an amazing team! What is Business Bridgepaths? Business Bridgepaths is a exceptional and highly effective program enabling the most advanced financial advisors to take their business to the next level. In it, you get a step-by-step methodology for: 1) visioning where you want to go; 2) assessing your current condition; and 3) bridging the gap between the two. It is designed specifically for financial advisors, and in particular for advisors who are already successful, forwardthinking and want to get even better. How will Bridgepaths benefit the Advisor? By attending this program, you will: 1. Participate in a self-discovery process that will benefit you in all facets of your life, help you specifically in the design of your ideal business, and also provide you with a valuable tool you can use with your clients. 2. See and articulate a vision of your ideal business, ideal client, and ideal work. 3. Get an eye-opening and thorough assessment of your current business with recommendations for how to move forward toward your ideal. 4. Get a comprehensive strategic plan encompassing all areas of your business, including entrance, maintenance and exit strategies. About People & Chaya Company 1

2 5. Put together a premier SWAT team (and extended support team) for yourself and your clients. 6. Get one year (2 sessions per month) of personal, one-to-one mentoring. How will Bridgepaths benefit your Company? 1. We ve seen that the biggest bang for the buck for the company comes from helping successful advisors become even more successful. 2. Even better, companies can go one step further by using this elite group of successful advisors to mentor up-and-coming advisors. The mentoring component of the Bridgepaths program enables companies to leverage the knowledge and experience of the more successful advisors and helps ensure the primary Advisor follows through on what he or she has learned (we learn best by showing others). Mentoring is a key area of excellence for both Chaya Company and About People as well as a key component of the Bridgepaths program. We provide mentoring to the Advisors as well as Mentoring How-to strategies, tactics and tools to help them help others in the firm. 3. Often times companies do a great job teaching advisors about financial services, but they don t do as good a job helping advisors run a profitable business or connect with their clients and prospects. These are two areas where About People and Chaya Company excel. The Complete Business Bridgepaths Process The Bridgepaths process is elegantly simple with only five steps: 1. Evaluate where you are now (the current state of your business) 2. See and articulate where you want to go (your ideal business) 3. Develop a plan to bridge the gap between your current condition and your ideal 4. Implement the plan 5. Monitor, measure and correct We like using the lego bridge to illustrate how this works. In Step 1, you assess your current situation, which defines the left side of the ravine. In Step 2, you articulate your vision and high level goals. In other words, you define the right side of the ravine. Then in Step 3, you begin to define the specific lego pieces you need to include in your bridge. About People & Chaya Company 2

3 In Step 4, you actually build the bridge and in Step 5, you make the journey across! BUSINESS BRIDGEPATHS - STEP-BY-STEP STEP 1: EVALUATE CURRENT STATE 1. Self-Discovery Identify personal values, purpose, and goals in key areas of your life 2. Business Discovery Take an in-depth look at how you run your business today. a. Are you playing an A-level game? b. How are you different and better? How do you distinguish yourself? c. Practice Management Assessment(s) i. Profitability ii. Capacity iii. Marketing and Communications iv. Internal Operations v. Strategic Alliances vi. Professional Development STEP 2: DETERMINE WHERE YOU WANT TO GO 1. Envision Your Ideal Business Imagine its three years into the future and you have created your ideal business. Where are you? What are you doing? Who are your clients? How do you spend your time? Who are you working with? What are you accomplishing? Imagine your best clients raving about you and your company. What are they saying? 2. Articulate the Specifics of Your Ideal Business STEP 3: FIGURE OUT HOW TO GET THERE Now that you ve defined where you are today and where you want to go, its time to determine what you need to do or change in order to bridge the gap. Some of the areas of your business you ll look at include: Services offered Clients Revenue / Profitability Internal Operations Investment Management About People & Chaya Company 3

4 Marketing / Communications Strategic Alliances Personal Development In this step, you decide where you want to focus your time. You identify the high level strategies that will help you achieve your goals. For example, you may need to change or fine-tune the services you offer or the way you service your clients? Perhaps change your client mix or develop a referral strategy. You may want to focus on your marketing or develop strategic alliances, perhaps look at shifting c-level work to other people on your team. STEP 4: DEVELOP YOUR PLAN In this step you work directly with your Bridgepath Business Mentor(s) to develop your specific Business Plan, which outlines not only your high level goals and strategies, but also the specific process, tasks, timeline and measures associated with each goal. STEP 5: IMPLEMENT THE PLAN You will continue working one-on-one with your Bridgepaths Mentor(s) throughout the implementation of your plan. Your mentors will be there with you every step of the way, both holding you accountable and helping you continue to learn and grow. Program Logistics Participation in the complete Business Bridgepaths program requires a one year commitment: Steps 1, 2 and 3 are typically completed in a two-day workshop. In months 2 and 3, you ll work with your Bridgepaths mentor(s) to develop your plan specifics. (Step 4) Months 4-12 are for implementation and involve regular mentoring and coaching sessions. (Step 5) The cost of the full Business Bridgepaths program is $15,000 over 12 months. About People & Chaya Company 4

5 Alternative Entry Point: Two-Day Visioning and Assessment Workshop You can opt to do a Group Two-Day Assessment & Visioning Workshop and then decide if you want to continue on with the complete Business Bridgepaths program. The two-day workshop is intended for 4-12 people. The total cost for the group is $10,000. In order to ensure maximum interactivity and personal attention, we suggest limiting the group to twelve or fewer participants. An overview of the two-day workshop follows. Business Bridgepaths TM Assessment & Visioning Workshop DAY 1: EVALUATE CURRENT STATE We provide you with a wealth of tools, processes and resources you can use to discover what s most important to you. And we show you how to use these tools with your clients! We help you define your ideal business, ideal client, and exactly how you want to spend your time. We help you assess your current situation and resources and determine what you need to do to bridge the gap between where you are today and your ideal. 1. Self-Discovery Identify personal values, purpose, and goals in key areas of your life 2. Business Discovery Take an in-depth look at how you run your business today. d. Are you playing an A-level game? e. How are you different and better? How do you distinguish yourself? f. Practice Management Assessment(s) i. Profitability ii. Capacity iii. Marketing and Communications iv. Internal Operations v. Investment Management vi. Strategic Alliances vii. Professional Development DAY 2: CREATE YOUR IDEAL BUSINESS 3. Envision Your Ideal Business Imagine its three years into the future and you have created your ideal business. Where are you? What are you doing? Who are your clients? How do you spend your time? Who are you working with? What are you accomplishing? About People & Chaya Company 5

6 Together we define specific goals, strategies, actions and measures for moving your business forward. We help you identify potential obstacles and ways to overcome them. We help you assemble key resources, and put together the perfect SWAT team and expanded support network. We prepare you for the next step. Imagine your best clients raving about you and your company. What are they saying? 4. Articulate the Specifics of Your Ideal Business 5. Figure out how to get there Now that you ve defined where you are today and where you want to go, its time to determine what you need to do or change in order to bridge the gap. Some of the areas of your business you ll look at include: Services offered Clients Revenue / Profitability Internal Operations Marketing / Communications Strategic Alliances Personal Development In this step, you decide where you want to focus your time. You identify the high level strategies that will help you achieve your goals. For example, you may need to change or fine-tune the services you offer or the way you service your clients? Perhaps change your client mix or develop a referral strategy. You may want to focus on your marketing or develop strategic alliances, perhaps look at shifting c-level work to other people on your team Morning Glory Dr. Dallas, Texas Chaya Company 516 Wood Way Burnsville, Minnesota About People & Chaya Company 6