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Why IPG?
The IPG difference:
What makes IPG different than most other coaching organizations that coach financial advisors is we are willing to be compensated largely for producing actual results for clients. Our Platinum Partner Relationship is the only coaching relationship we are aware of that the coach has an actual vested interest in the client's success. Our compensation is closely tied to the actual results we produce. We do offer a guarantee for our Platinum Partner Relationship.
Our Evaluation Process:
When an advisors is interested in retaining us as their coach we first have them complete a through on-line evaluation form. We then schedule them for a 30 minute introduction call. If that calls goes well we will have them complete several online personality and behavioral assessments. Approximately one week later we will have a second evaluation call to go over the assessments and discuss our next course of action. This evaluation process usually takes 3 weeks to complete. Approximately 50% of advisors that start the evaluation process are accepted into our Platinum Partner Coaching Relationship. The rest are not accepted because of various reasons: Not a good personality fit, not coachable, not committed to making changes, or unrealistic expectations.
Coaching Results:
Advisors who are accepted into the Platinum Partner Coaching Program are expected to increase their business results by a minimum of 20%. We regularly see 35% to 50%.
Coaching Topics:
Business Planning |
- Goal Setting
- Written Business Planning
- Written Monthly Game Plan
- Written Daily Game Plan
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- Written Daily Game Plan
- Written Marketing Plan
- Written Personal & Business Mission Statement
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Marketing & Business Development |
- How to Market to "Centers of Influence"
- How to Market to Your Warm Market
- How to Optimize Your Referral Process
- How to Optimize Your Current Client Base
- Optimizing Your Seminar Process
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- Marketing Best Practices
- How to Get Prospects to Take Action
- Client Appreciation & Education Events
- Networking (individual & group)
- How to follow-up on Prospects Effectively
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Practice Management |
- How to Create a Powerful Review Process
- 21 Warning Signs & Beliefs That Will Sabotage Your Success
- How to Get Off to a Great Start Each Year
- How to Finish Each Year with Momentum
- How to Create a Client Advisory Board
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- How to Utilize Client Surveys
- The Art of a Stress-Free Practice
- Optimize Your Assistant
- Client Care & Client Service
- The Strategy of Preeminence
- Utilizing Technology
- Creating a Tracking Process
- How to Have a Level 10 Day
- How to Break-out of a Slump
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Personal Development & Motivation |
- How to Create Unstoppable Self-Confidence
- The Advisor/Athlete Mindset Connection
- How to Get Your Mental & Motivational Edge
- How Your Values Determine Your Success
- The "DNA" of Top Producers
- How to Create a Powerful Morning Success Ritual
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- Mastering Your Internal Communication
- Mastering Your Belief System
- The Seven Disciples of Success
- Eliminating Procrastination
- How to Stay Motivated
- Balance Your Business & Personal Life
- How to Overcome Adversity
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Meeting Mastery Sales Training Program |
- Introduction to the Program
- he Meeting Mastery Process
- Defining the Emotional Persuasion Process
- Your Commitment to Personal Excellence
- How to Build Rapport Part 1
- How to Build Rapport Part 2
- The Human Decision Making Syntax
- How People Behave & Intro to D.I.S.C.
- How to Evaluate the Prospect's D.I.S.C. Report
- How to Get Prospects to Focus
- The Laws of Influence Part 1
- The Laws of Influence Part 2
- How to Master the Telephone
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- · Understanding Your Prospects
- How to Emotionally Blueprint Your Prospect
- How to Be Excellent in Every Meeting
- The First Meeting Part 1
- The First Meeting Part 2
- The First Meeting Part 3
- Post First Meting Tasks
- The Second Meeting Part 1
- The Second Meeting Part 2
- The Third Meeting Part 1
- The Third Meeting Part 2
- The Third Meeting Part 3
- How to Overcome Objections.
- Closing
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A Typical Platinum Partner Coaching Month |
- Monday's at 2:30 pm eastern - Open/Laser Coaching Call
- Monday's at 4:00 pm eastern - Meeting Mastery Sales Training
- Tuesday's at 11:00 am eastern - Open/Laser Coaching Call
- Tuesday's at 4:00 pm eastern - Practice Power Mastermind Call
- Wednesday's at 11:00 am eastern - Open/Laser Coaching Call
- Wednesday at 4:00 pm eastern - Wednesday Mastermind Group
- 2 Individual Coaching calls with Coach Joe Lukacs
- Unlimited "as needed" Troubleshooting Calls with Coach Joe Lukacs
- Twice a year we hold a client retreat in Orlando Florida (June & December)
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Start Now!
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