A 3-part, practical workshop to help you assess, enhance, and scale both your online presence and positioning and your internal plan service operations so you can position your firm to double your business.
There is a difference between WISHING for a thing and being READY to receive it. ― Napoleon Hill, Think and Grow Rich
The Positioned 4 Growth Workshop is about positioning yourself, both online and off, for tremendous growth.
The workshop is broken out into 3 main sections. First, we assess how you appear to prospects online, then we look at how well your internal operations are primed to take on new business, and finally, we address how to scale your online marketing efforts and your service process so you’re ready for clients to find and hire you.
SESSION 1: YOUR ONLINE PRESENCE (30 minutes)
We start by covering first impressions – what your prospects see when they look you up online. This section helps you identify areas you need to change so you’re positioned to compete with the top online profiles in the 401k industry.
Over the years I’ve learned that if you’re going to implement a sales and marketing strategy to grow your business, you have to begin with a professional online presence that creates authority and trust and conveys credibility in order to pre-sell your services.
Together we review several case studies of real advisor profiles and cover the good, the bad, and the ugly so you can easily identify how to create an online presence that pre-sells your credibility and services.
This session gives you some immediately useful tips and strategies all within the first 30 minutes.
SESSION 2: YOUR INTERNAL OPERATIONS (30 minutes)
The second portion of the workshop focuses on how to ensure your current service process keeps clients on the books.
While every advisor and firm’s service model might be different depending on your experience, location, background, etc., there are a few things you can and should be doing for your existing clients, regardless of plan size.
The second session of the Positioned 4 Growth Workshop helps you easily identify what basic services and documentation you need to add to help your clients demonstrate prudence in key areas, and close any gaps that your competition might use to pull your clients away.
SESSION 3: HOW TO SCALE YOUR MARKETING AND SERVICE OPERATIONS (20 minutes)
In this last section, we discuss a variety of tools and strategies you can use to help you scale your marketing and servicing efforts, allowing you to free up time and resources to bring in new business.
Among other things, you’ll learn how to use social media management tools to engage and post status updates without spending hours online. You’ll learn which tools are the most effective (and easy to use) with a “low tech” approach that doesn’t require new skills or lots of money.
You’ll also learn a simple and efficient way to onboard new clients and get them into a systematic and consistent service process that provides extreme value to your clients and efficiencies in your business so you can scale your business for future growth.
10 Ways This Workshop Helps You Position Your Firm for Growth
During the Positioned 4 Growth Workshop, you will learn how to…
- Create an online presence that builds authority and credibility.
- Choose which social media platforms to use and which ones to stop wasting time with.
- Answer the number one question prospects have when looking you up online.
- Transform your social media profiles into lead generating tools.
- Identify the gaps in your service model that create opportunities for your competitors.
- Quickly increase the value you offer clients with little time and effort.
- Systematize your service process so you can scale and grow your business.
- Avoid common mistakes most people make when onboarding new clients.
- See an increase in leads and engagement, while spending less time managing your online social media accounts.
- Ultimately, prepare and position your practice to double your business.
Of course, those are just the highlights.
Class details – what will you get?
Here’s what your class will include:
- The Positioned 4 Growth Workshop Video (1 video, 80 minutes of class time)
- Audio download
- Slide presentation download
- The Authority, Trust, Credibility (ATC) Checklist to help you identify the ATC builders to include in your online profiles
- The 3-Steps to Online Profile Checklist
- The Client File Minimum Required Information (MRI) Checklist
- The Service Model Efficiencies Checklist
- The Wedge Worksheet
- The Social Media Goal Setting Worksheet
- “How to Position Your Firm 4 Growth in 4 Steps” checklist (your marching orders for assessing and enhancing your online presence and internal operations)
- Six additional BONUS items to enhance your service process (You’ll have to register to find out what these gems are!)
- Resource Reference Sheet with all of the business building and time-saving resources mentioned in the class
- Free Strategy Consultation with Sharon Pivirotto
How will you watch it?
Immediately after purchasing, you’ll be sent directly to a web page where you can play, pause, rewind, and download the workshop whenever you wish. You could literally be watching the workshop 5 minutes from now.
Buy Your Ticket
Your purchase includes…
Full access to the Positioned 4 Growth Workshop ($189 value). This 1 hour 20-minute class is filled with practical, proven strategies for positioning yourself online so clients find, like, and hire you. Learn how to review your own online presence and make simple changes that have a huge impact on getting your prospects attention and getting them to share their contact information with you and you’ll look at your internal process in a way that helps you close the gaps that might leave you open to losing clients to your competition.
Free audio downloads (included). You’ll be able to access the accompanying audio version that you can download in MP3 format. If you’re on the run, or if you just prefer to listen rather than watch, you can take this workshop with you anywhere.
Free downloads of the slide presentations (included). You’ll get all 80 slides from the workshop covering your online, internal, and efficiency strategies with links to the examples discussed. You’ll have access to every slide taught throughout the workshop as a PDF download.
Plus, 14 additional resources (exercises, checklists, and service model enhancements and more) ($360 value) You’ll get 7 different worksheets/checklists used in the program to help you assess and enhance your online positioning and internal processes to find efficiencies including a take-action worksheet to help you implement what you’ll learn in the program. You’ll also get 7 more BONUS items to add to your service model to close the gaps and add tremendous value for your existing clients as well as a complete resource listing of the outside services discussed in the training.
Free Strategy Consultation ($150 value). Kickstart the growth of your practice with a free strategy call with Sharon Pivirotto where she’ll review your current approach to prospecting and provide instant feedback and suggestions to get started on the fast track.
Take this class ($699 value)
for only $149
If you’re ready to grow your practice, click “Buy Now” to enroll!
P.S. The World’s Greatest Guarantee
Plain and simple: This workshop will help you or it’s free.
The Positioned for Growth Workshop is filled with practical, actionable ideas and strategies for preparing and positioning your business for growth. I’m confident that you’ll be happy with the event. However, if you attend the workshop and hate it, then I think you should get your money back.
You can breathe easy with this purchase. Everything I create is backed by a satisfaction and effectiveness guarantee. That means if you’re not satisfied, I’m not satisfied. Just let me know and you’ll get your money back.
Read what program attendees are saying:
Being “old” and not use to the technology, you have helped me understand that whether I like it or not, I have to have an on-line presence or I will miss opportunities and not even know it.
You helped me see how this (building a presence online) can be much less cumbersome if you use the same common themes in all applications. Being able to use the same strategies, text, pictures, etc., makes it much easier to manage. ~ DeWitt Buchanan
It was very informative. I was happy to learn that I wasn’t the only one to be so far behind in the technology area.
I love your presentation style, and the chicken.
The worksheets alone (to add to my service process) were worth more than 3x the cost of the program.
I have some work to do. The worksheets and action steps make it easy though to know exactly where to start and what to change and I really appreciated the templates to make it simple.