Skip to Content

Align 4 Growth RoadMap

Are You a new General Insurance Broker AR wanting to burn your business to regain your work/life BALANCE?

Or, Are You currently exploring the move to be Your own AR Business?

Are you missing out on LOVED ones events or there but your mind is still at WORK?

Are you LONELY in business and not getting the support you NEED?

Will your business or your personal relationships implode first?

Are you exploring and not quite sure how to clarify your Vision and what group to attach to?

It’s funny you say that, because I spend my time helping new Insurance AR’s get more family time and eliminate stress using the Align 4 Growth Program

With an estimated 30% of the professional brokerage workforce eligible to retire in the next 5 years, you need to position yourself to take advantage of this market!

It all starts with the confidential Vision Alignment strategy session and move into an 8 session (6 step) business program with 1 : 1 Coaching to set you up for future growth.

We work out a custom plan for how you can achieve more loved one time, become a better business owner and create a more effective business.

Grace Coaching AR Business Model


Align 4 Growth Roadmap - Program

A 6 Step Program with Essential tools for your success for Growth.

Your Strategy & Vision Alignment

  • Identify Your Vision and how to implement it.
  • Knowing Your Emotional Drivers
  • Shadow Values and how They Impact what you do
  • Current Reality
  • Creating Vision
  • Shining Your Vision
  • Understanding Your Current Reality & Vision Gap
  • Implications of Action
  • Roadblocks & Illusions
  • Creating Balance
  • Convenience vs Inconvenience
  • Utilising Mentors
  • Selecting an AR Group
  • Planning to Exit
  • Measuring Your Vision - Metrics

Systems Efficiency & Process Automation

Create systems that drive your business success

  • Creating relevant Business Plans
  • Understanding Systems
  • From Disorganised to Organised
  • Compliance Systems
  • Your Business Model
  • Platforming for Growth
  • People & IT Systems
  • Setting Fees
  • Common Due Dating & Premium Funding
  • Aligning Systems to Your Vision

Creating Engaged Teams & Leadership

Learn skills to build and communicate to a great team.

  • Who Supports Your Business
  • Employee vs VA vs Contractor Options
  • Understanding People Dynamics
  • Staff needs vs wants
  • FEELING the Issues
  • How to handle Team Rebellion
  • Aligning Your Team to Your Vision

Attracting Your Ideal Client

Identify and market to Your Ideal Client.

  • What is Marketing?
  • Purposely designing Models for Reach
  • Become a Big Fish
  • Building Your Client Timeline
  • Knowing Everything about Your Ideal Client
  • Positioning Yourself on Their Timeline
  • Creating Copy that talks to Your Client
  • Understanding Social Media and SEO
  • Buying Books vs Marketing
  • Aligning Marketing to Your Vision

What's Included?

Everything you need to get started or create your Platform for Growth.

Creating Intelligent Client Relationships

Establish long term business relationships

  • Buying Phycology
  • Understanding Client Decision Triggers
  • Educating Your Client
  • Personal Presentation Skills
  • Leveraging Confidence & Knowledge
  • Speed of Technology in Decisions
  • Client Value Expansion
  • Building Retention Strategies
  • Aligning Clients to Your Vision

Building Financial Management for Growth

Set the foundations for long term financial freedom.

  • Understanding Financial Metrics
  • Live within Your Means
  • Contingency Planning
  • Budgeting for Growth
  • Your Best Partners in this Journey
  • Aligning Finances to Your Vision

Access to Learning Materials & Templates

  • Online portal to all materials and templates.
    • PDF versions
    • Fillable PDF versions of questionnaires as templates
  • You can access from anywhere at any time.
  • 6 step program covering the non-brokering components of your business
  • Real life application into your Industry 
  • Value $2,750 course value minimum
  • Group Coaching invaluable

Online Group Video Coaching

Our Full program includes Group Coaching through the process

  • Group coaching run fortnightly
  • Focused on program completion 
  • Facilitated by Coaches who have been on this journey

Access to Knowledge Vault

  • Workshop Templates
  • Sales Templates for White Labelling
  • Market Information
  • Much more and is growing quickly!
  • Value Priceless

Support during Program

  •  eMail support - ask questions to clarify your position

TOTAL VALUE

  • Program + Group Coaching option
  • All pricing includes AU GST

Align 4 Growth Program

At this stage we are only running the fully supported program.

Program + Group Coaching

$ 275.00 per month​

The full program but supported with Group Coaching.

  •  Full Program modules & features
  •  Fortnightly Group Video Coaching
  •  e-Mail program support

Grab some colleagues and give us a call to arrange.

Frequently asked questions

Need to know more about the Program

Our Program is focused on real life business learning combined with 1 : 1 Coaching with your Mentor/Coach.

The course is not aligned with AQTF so doesn't attract a formal qualification.

The course is not eligible for any CPD. As this would only add to our costs.  If your AR Group wishes to discuss group coaching with attached CPD we are open to this avenue to assist you in obtaining your annual CPD points.

Absolutely, use the Contact Us button above and we will book in a call to run through it.