High Speed Strategic Planning Seminars

You determine your future by the vision you create, the decisions you make and the actions you take!

Today, advisors need to provide their clients with more than investment returns. Semi-affluent and affluent clients need and deserve a more comprehensive wealth advisory service model. They need help in gaining clarity on the things they would like to accomplish in the future that will require planning, money and time. They need a roadmap and coaching to help bring their vision into reality. This is what High Speed Strategic Planning (HSSP) is designed to help you do.

HSSP is a 12-month program, combining quarterly face-to-face seminars with monthly GoToMeeting coaching sessions. This education will provide you with guidance, knowledge and tools to help you grow your high-net-worth business. HSSP is grounded in research and features field-proven strategies that drive remarkable results.

HSSP created a positive paradigm shift in our business that resulted in us doubling our revenue per client, decreasing the anxiety we felt above the value we delivered to our clients, and we believe will create a continuous, exponential growth in ourselves, our clients and our business.

Ali Yousaf
Cimco

The HSSP program will help you:

  • Create a compelling vision
  • Determine a profitable target market
  • Engage clients with wealth management
  • Build a referable service model
  • Generate call-in leads
  • Create organizational capacity
  • Develop a high performance team

High Speed Strategic Planning helped me increase revenue per client, create a business plan, develop processes and procedures, move from practice to business, and network with the type of advisor that I respect. I believe in my capabilities. I take responsibility for the direction of my business. I have more time to live my life.

Sheldon Harber
Asset Strategies, Inc.

HSSP is designed for:

  • True professionals – those who are talented, motivated and coachable.
  • Advisors with an extraordinary desire to improve their business.
  • Those who can reprioritize their time to meet the program commitments – quarterly seminars, monthly coaching calls and deliverables.
  • Those who have an existing relationship with a minimum of 25 clients, each generating $5,000 or more in annual recurring revenue.

The High Speed Strategic Plan has been extremely timely in my business planning and development. It has helped me focus on critical issues and has expanded my thought process. We have made great progress and I firmly believe the best is yet to come. Thanks for all your help and insight.

Garrett Hoge
Financial Management

What is the cost to participate in HSSP?

The cost of the program is $15,000 U.S. per team – up to 5 team members – and your satisfaction with the program is guaranteed. Each team is responsible for their own travel expenses, including airfare, hotel, ground transportation and evening meals.

High Speed Strategic Planning has had a dramatic impact on my business and life. It has helped me transition from a transaction based business to a recurring revenue business. In the one year I have done this, my recurring revenue has doubled and revenue per client has tripled. The bigger impact has been my transition from a person who thought he was a business owner, but was really a sales person, to where now I am building a real business with a system, vision and processes to grow long term firm value.

Scott Sparks, Russell Schwartzbecker
Northwestern Mutual Financial Network

What is the time commitment for the program?

Most advisors spend 6-8 hours on the pre-work analytics. The first session is two days and the three quarterly sessions are each one day. The first coaching call is 1½ hours and the other 7 coaching calls are each 1 hour. Your team will also need to time-block two hours per week to create the implementation plans.

HSSP Program Content

1st Session:

Deliverable:

  • Business Analysis

Topics:

  • Situation Analysis
  • Business Vision
  • Strategic Focus
  • Disengagement Strategy
  • Engage Clients with Wealth Management

1st Coaching Call Deliverables:

  • Personal Financial Vision Document
  • Business Vision
  • Disengagement Strategy

2nd Coaching Call Deliverables:

  • Disengage 1 Unprofitable Client
  • Engage Clients with Wealth Management

2nd Session:

Deliverables:

  • Financial Vision Document
  • Client Engagement
  • Validate size of Target Market

Fine-tune:

  • Vision
  • Strategic Focus
  • Disengagement Strategy
  • Engage Clients with to Wealth Management

New Topic:

  • The WOW Wealth Management Review

3rd Coaching Call Deliverables:

  • Monthly Status Report
  • WOW Wealth Management Review

4th Coaching Call Deliverables:

  • Monthly Status Report
  • Follow-up Email to WOW Review

3rd Session:

Deliverable:

  • Monthly Status Report

Fine-tune:

  • The WOW Wealth Management Review

New Topics:

  • The One-to-Many Strategy
  • The Team Approach
  • The Best-of-Kind Team of Suppliers

5th Coaching Call Deliverables:

  • Monthly Status Report
  • One-to-Many Strategy

6th Coaching Call Deliverables:

  • Monthly Status Report
  • The Team Approach

4th Session:

Deliverables:

  • Monthly Status Report
  • Best-of-Kind Team of Suppliers

Fine-tune:

  • The Team Approach
  • Best-of-Kind Team of Suppliers

New Topics:

  • Viral Marketing
  • Center of Influence Marketing

7th Coaching Call Deliverables:

  • Monthly Status Report
  • Viral Marketing Sound Bite

8th Coaching Call Deliverables:

  • Monthly Status Report
  • Center of Influence One-Pager

Contact Us

If you are interested in finding out more about HSSP, please email Christy Donahue using the form below, and she will set up an interview with the “Old Coach” to answer your questions.

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