Phoenix, AZ – Business Coaching Plan: Sales & Marketing for Financial Planner

INTRO:

Hi, my name is Danny Creed, and I’m an internationally renowned Master business coach. I’ve helped start and grow many companies in many industry sectors throughout my career, and I can also help your business or corporation. I work with business owners, entrepreneurs, and executives to grow and prosper in any economy. Below is a quick story about a client I helped and what measurables we achieved in a short timeframe.

THE CLIENT:

As a coach, I work with a lot of clients who are stuck in a rut. They’re doing well, but they feel like they’re not progressing. Usually, it’s because they’re working too much. My client in financial planning services was in the same situation. His business was doing well, but he felt stagnant. He wanted to reach new heights as he was working too much and wasn’t reaping too much more rewards.

My client was a great financial planner and adviser. He was able to help his clients reach their financial goals and provide them with the necessary tools to manage their finances. However, he didn’t have the business skills to run his own practice successfully. He could not generate enough new business, and his overhead costs were high. As a result, he was forced to take a closer look at his company and see if there was an external party who could help.

THE SOLUTION:

Working with my financial planning client, we created a customized business coaching plan covering sales training and marketing plan development. This allowed him to get the most out of his business, and he was able to see significant improvements in both his top and bottom line. The coaching plan was designed specifically for his business and included weekly check-ins and accountability calls. This helped him to stay on track and implement the necessary changes to grow his sales and marketing efforts. As a result of our work together, my client felt more confident in how he operated his business.

Creating a business development plan for my financial planning client was no small feat. We had to communicate effectively to be on the same page, and this training did wonders for aligning the team on our path forward. By understanding both the client’s needs and my capabilities, we could work together to create a plan to benefit my client’s team.

THE RESULT:

As a result of my business coaching work with my client, the client’s income doubled, and assets under management tripled in one year. My client made this progress because of the clarity we were able to bring to their situation. We helped them identify their goals and develop a roadmap for achieving them. We also provided accountability and support, which was essential for keeping his team on track. The results speak for themselves: my client’s business had made significant progress in just one year. This result shows what is possible when you have a clear plan and the right support.

Before my client came to me, he worked himself to the bone. He was putting in extra hours every day, but he didn’t see any results. He knew he needed to find a way to scale his business, but he didn’t know how. That’s where I came in. I taught him how to create a cohesive business plan his team could adopt. Now, he wasn’t just putting in extra hours with no results. He was scaling his business through more efficient processes. And it all started with creating a robust business plan.

CONTACT CERTIFIED BUSINESS & EXECUTIVE COACH DANNY CREED

We are aware of almost every challenge a business owner, entrepreneur, or executive faces in the present day and age. Unfortunately, the change in customers’ behavior combined with the challenges of the pandemic has left many struggling to generate revenue while some are on the verge of closing down.

If you are a businessperson and are struggling to capture the market, attract customers and generate revenues, contact me, Master Certified Business Coach Danny Creed, today. I know how to help you grow, prosper, and return to possibility thinking. I can help. Call or write me today for a complimentary business or executive coaching session.