PRIVATE COACHING
DOES THIS SOUND LIKE YOU?
You’re driven, hard-working and are ready to experience dramatic growth. And, while your career or your business has seen success, you've not yet achieved the powerhouse level you’re striving for.
WHY YOU NEED US
The focus of my work with you as a private client is to help you map out what you want your life to look like - personally, professionally., and financially - and to then guide you in developing and executing on the strategies to get you there.
My business (and life) philosophy is simple, yet insanely effective:
KNOW Your People
FIND Your People
LOVE ‘Em Hard
If you don’t have a solid process to manage your day, yourself, and your team, it is time to get one! If you don’t have a strategy to attract your ideal clients, while also building your brand & treating your current clients and team like VIPs, your business is likely to stagnate, or worse, take a step backward.
In today’s competitive marketplace, you & everyone on your team needs to have clearly defined goals, employ streamlined systems, and execute on top-notch strategies - all while enjoying the journey.
We’re here to help you do exactly that!
We offer the following coaching & consulting services:
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Private coaching starts with a comprehensive assessment of your business - analyzing areas such as marketing, prospecting, client engagement, leadership, community involvement, staffing & infrastructure, professional development, business & succession planning, and a thorough assessment of how you are spending your time. Subsequent sessions are then customized to fit the specific needs & focuses of you and your practice.
Private concierge clients receive 120 minutes of private coaching each month + unlimited text & email access to Kristin between sessions. Private clients are also granted full access to the Andree Group resource library, as well as the Advisor Success Circle’s content, connections & coaching for as long as you remain a concierge client.
INVESTMENT: $2000/month
*Long-term contract not required, however, a 30-day notice is expected prior to terminating private coaching services.
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Our 3-Month Intensive is designed for advisors seeking a thorough assessment of their business, coupled with innovative & customized growth strategies.
The program provides an in-depth assessment of all areas of the business, and leverages that to develop a customized strategic plan.
The 3-Month Intensive is ideal for advisors and firms looking to stand out in their market, to dive further into those target markets, and to more deeply engage clients and prospects. It has the incredible added bonus of creating greater efficiencies and operational excellence.
Although each firm is a bit different, general focus areas of the Intensive include:
MONTH ONE:
-Target market(s) and ideal client profile
-Leveraging your "Uniquifier"
-Crafting your message
-Products, services, & offerings
-Budget & financials
-Staffing & operations
-Time & efficiency assessmentMONTH TWO:
-Website
-Social media
-Business opportunities
-Centers-of-influence and strategic alliances
-Client onboarding
-Client experience & engagement
-Charitable & community involvement.MONTH THREE:
-Fine-tune & finalize prior items
-Full strategic plan development
-Future planning / succession planning
-Team needs & roles
-Plan implementation & metricsINVESTMENT: $15,000
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A one-hour strategy session is the perfect starting point if you're looking to get input about an idea or want help to set up a rough strategy to grow your business. During the session, you & Kristin will discuss your goals, challenges, and opportunities and she will provide you with actionable advice to help you move forward.
INVESTMENT: $750
Click here to learn more & schedule your strategy session here.
NOT QUITE READY FOR PRIVATE COACHING?
Join our ADVISOR SUCCESS CIRCLE and gain access to the coaching, strategies, tools and resources you need to help you level-up in business and in life.
COACHING + CONTENT + CONNECTION