Align 4 Growth Program
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.
Foundation Package
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 Iimpact 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
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
What's Included?
Everything you need to get started or create your Platform for Growth.
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 $2,500 minimum
1 : 1 Online Video Coaching
Our Full program includes 1 : 1 Coaching through the process
- 8 sessions - run fortnightly
- Focused on program completion
- Facilitated by Coaches who have been on this journey
- Value $3,036
Welcome Pack
- Because we can!
- Value $79
Access to Knowledge Vault
- Workshop Templates
- Sales Templates for White Labelling
- Market Information
- Much more and is growing quickly!
- Value $1,000 plus
Unlimited Support during Program
- Unlimited eMail support
- Unlimited SMS support
- Clarity Calls as required (don't stay stuck)
- Value $759
TOTAL VALUE
- $7,374.00
- Packaged so you get the learning and bonuses for $714 on top of the Coaching
- Bonus - on off Bonus Coaching session - valid for 12 months after the program completion
- All pricing includes AU GST
Align 4 Growth Program
At this stage we are only running the fully supported program.
Program Only
Program Only - may not even do this as we know how much traction you get with Coaching and Mentoring
- Program only
- No support
Program + Group Coaching
The full program but supported with Group Coaching.
Contact us for more details - we need a Group!
- Full Program modules & features
- Group Video Coaching
- Limited program support
Program + 1 : 1 Coaching
Take advantage of the reduced costing to implement your Vision and Strategy across Your Business!
Contact Us- Full Program modules & features
- 1 : 1 Video Coaching - 8 Sessions
- Unlimited program support
- Extremely cost effective
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.