Level Breaker Coaching
The Levelbreaker Coaching
Levelbreaker Coaching was developed working hand-in-hand with executives, business owners, top Advisors and sales leaders. The first participants were already successful yet they were all changed in balancing their personal and professional responsibilities and building their Ideal Lifestyle.
As a result, we created the Levelbreaker Coaching Program© to integrate Life and Business
This program is available in two formats:
The group program integrate accountability, personal development and group collaboration. It is often combined with other advanced training including: The Client-Focused Advisor Program©, The Magnetic Referral Program©, Presentation Magic©, and Developing Strategic Partnerships.
Our Train the Trainer program for Sales Managers was developed to assist sales managers in their transition to a sales coaching model. It provides a methodology that gets real commitment from each individual to the strategies and tactics needed to achieve the objectives. The program includes: Facilitation guide, roadmap and the coaching support required to facilitate successful outcomes.
“You are truly one of the few coaches who understand how to deal with the complexity of building a high performance business practice and lifestyle. Your personalized "whole person" Level Breaker System© has had a great impact on me personally helping me integrate my business vision, mission and personal goals, something that I believe is unique and usually missing in the life of many advisors and small business owners.” ——- Jay Edwards GFS®, ChFC®, AIF®, CFBA
How Is the LB Program Different?
The Levelbreaker Coaching Program© was developed hand-in-hand with Top Advisors, Practice Managers and Leaders who had the vision and desire to build a holistic, full-service Financial Services Practice and meet their Lifestyle objectives. The Levelbreaker Coaching Program© integrates Life and Business Planning, Practice Optimization, Personal Development and Personal Coaching.
What’s Included
Personal Strategic Plan - Create your Life-Plan which includes: Personal Vision, Mission/Purpose, and Lifestyle Goals.
Strategic Business & Marketing Plan - Aligned with your “Life-Plan” Vision. Like a master chef puts together a gourmet meal we help you put all the pieces together.
We look at all your options, identify potential roadblocks, (business & personal), and create strategies to remove them.
The Practice Optimization Process is where we look under the hood and review all the key systems and practices for maximizing results including your sales process, marketing systems, client development system, service methodologies, staff/team, technology, and Personal Rituals and Habits.
The Strategic Implementation plan is where we develop specific action plans, assign accountability, timelines, and budgets.
This includes your Sales Plan, Client Service Program, Client Development (Referral) System, Target Marketing Program, Budgeting, and Staffing.
The Accountability Process – this is where the rubber meets the road. It includes developing specific and quantifiable activities/metrics that were identified in the planning process.
The Accountability System for tracking key activities can include daily, weekly, monthly and quarterly options for activity and performance management.