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Accelerator Toolkits

/əkˈseləˌrādər ˈto͞olˌkits/

The precise toolkits you need to accelerate your progress, in all areas of your business.

The Breakthrough Toolkit Series

Empowering You, the Trusted Advisor

30-Day Breakthrough

30-Day Breakthrough Toolkit

90-Day Accelerator

90-Day Accelerator Toolkit

Team Transformer

Team Transformer Toolkit

Champions Mastermind

Champions Mastermind Toolkit

30-Day Breakthrough

Hit Your Numbers
“I’m hitting my numbers.” The 30-Day Breakthrough is designed to do just what it promises: quickly deliver the breakthrough you’ve been struggling to achieve. We begin with your basic eDNA Assessment because then you’ll know exactly what your entrepreneurial superpower is…and where your kryptonite is stashed. All of us have both, a superpower and its kryptonic nemesis. But few know what their kryptonite is, let alone how to effectively counter it.
Exit the Penalty Box
“Not again!” Being benched in the penalty box is no fun. Getting a haircut on your payout because of missing a metric is often demotivating. 30-Day Breakthrough will get you back in the game…and keep you there.
Crush the Goal
“I want this goal!” Do you have a BHAG (big, hairy audacious goal) that requires a booster rocket to reach in time? 30-Day Breakthrough is like a bolt-on booster that will get you there.

90-Day Accelerator

Become the Disruptor
“I’m the Disruptor!” The 90-Day Accelerator delivers the extraordinary power required to reach behavioral orbit. Instead of worrying about who the next disruptor in your business will be, you become “The Disruptor”…to your competitors. We begin with your advanced eDNA Assessment because then you’ll not only know exactly what your entrepreneurial superpower is, you’ll be equipped to optimize it. You’ll finally be able to get in the zone…and stay there.
Dominate Your Market
“This is amazing!” Trying to compete in a crowded marketplace is a struggle for all but those who dominate. You, like us, know that having the best branding doesn’t mean you’re any good at what your clients need. But you also know that unless you are competitive at generating new clients, your competitors will continue to eat your lunch. 90-Day Accelerator ignites your entrepreneurial superpowers by energizing your skills while decreasing friction in your practice.
Time to Power Up
“I want to grow!” Not satisfied with the status quo? Want to elevate your practice with more clients, higher fees, lower expenses, or greater satisfaction? 90-Day Accelerator is designed to do just that for you…all in 90-days. Creating a new habit is supposed to only take 28 days. Changing old ones takes longer. You’ll be doing both…and loving your results.

Team Transformer

Rest Easy, Finally
“I’m finally confident we have the right people on our team.” Because everyone on your team—whether it’s just you and an assistant or an office full of partners—also has entrepreneurial biases, our Team Transformer toolkit cracks the code on each members eDNA. The Team Assessment reveals not only where each member’s strengths lands on the matrix, it provides clarity on how to optimize the team for smooth, seamless collaboration.
More Bang, Less Time
“Like a Swiss watch!” Losing ~35% of your payroll to disengaged staff is not a recipe for growth. Frankly, it’s a recipe for certain failure. Chasing your tail trying to rouse your colleagues to live into their potential pulls you away from your mission and vision. Consider this: if it’s making you crazy, what is it doing to your existing clients? Worse: how will it impact your lead-generation efforts? This is not an issue to “wait until the right time” to deal with. Team Transformer delivers you an optimized team, using best-in-class assessments and neurolinguistic coaching. You’ll be astonished what happens when you and your team play to their entrepreneurial superpowers by energizing their skills.
Reduce Friction
“We need to get beyond this!” Frustrated leaders do not communicate well. Especially when it comes to inspiring their team to reach new goals or engage new initiatives. When personnel friction isn’t dealt with, the proverbial elephant in the room exerts power you can’t afford to linger. Team Transformer brings a fresh way of looking at conflict and leaves everyone speaking a shared new language. No longer will it be “about personalities.” It will be about entrepreneurial giftedness and strengths. Imagine what happens when no one is internalizing a quarterly review as criticism about their personhood.

Champions Mastermind

You, Arrived
“I’m living the dream!” Our proprietary Champions Mastermind toolkit is only for trusted advisors committed to reaching their full potential, and who want to continually test what’s possible. It’s about growing in a community of like-minded professionals. It functions through iron sharpening iron. It’s about sleeping through the night, getting up rested and revved up. It’s about easily balancing work with the rest of your life.
You, Happy
“I’m not looking over my shoulder any more!” Imagine getting up in the morning excited like you were back when you were a newbie. You’ve lost that nagging itch that maybe you’re not as good as you need to be. You’re confident that no matter what happens in the economy, you’re equipped to deal with it. But if you get stuck, you’ve got the go-to-group that your competitors don’t. Champions Mastermind shatters the myth that hamstrings growth—competitors will steal my clients—by bringing people in the same industry (aka “competitors”) together to elevate each member of the mastermind. It’s built on integrity and trust. And that trust is verified and monitored. All Champions Mastermind members must sign a detailed covenant before joining (and only after being vetted first); no proprietary information is shared in the group.
You, In The Zone
“Wow, this is awesome!” If you’re a student of your industry, you know that reaching your goals without the support of the best in the business is like smoking hopium. Champions Mastermind puts you in a small group of professionals just like you…men and women who know they have a lot more to give, more to accomplish, more of a dent in the universe to make. And the know that only happens in a mastermind. This cadre of like-minded professionals will teach you ways to accelerate you’d never discover otherwise, just like you’ll teach them.

The Revenue Toolkit Series

Empowering Your Brand & Marketing Power

Profit Optimizer

Profit Optimizer Toolkit

Business Optimizer

Business Optimizer Toolkit

Marketing CAT-Scan

Marketing CAT-Scan Toolkit

SPACE Funnel

SPACE Funnel Toolkit

Profit Optimizer

All Engines, Go
“I’m powering up!” Using your current numbers as a baseline, the Profit Optimizer delivers our premium revenue accelerating toolkit. You’ll get massive insight and a clear pathway for revenue acceleration, using 25 core revenue-generation KPIs. These include all marketing channels (internet, lead-gen, USP, PR, etc.), retention, cost controls, up-selling/down-selling and close rates, to name just a few. AL guarantees this toolkit with a 200% ROI.
Houston, We Have...No Problem
“Woohoo!” You’re leaving money on the table. There, we said it. Because the odds are so high that you are leaving money on the table, we’re only being straight with you. When you are faced with working through an assessment with 25 core revenue-generating KPIs, you might feel a bit nauseous because of what could have been. But then you’ll start processing what can be, once you engage in revenue-generating initiatives and new marketing habits. And then the fun begins!
Simpler Than Simple
“We’re on track. Boy, are we on track!” Do you know that of the 25 core revenue-generators you can choose from, adding only one or two to your existing mix can add multiples of revenue to your business? Yes, it’s that big of a deal. The Profit Optimizer brings you a short-list of the power fuels with the highest payoff for your business. So, it’s like adding nitrous oxide to your car. Without the danger.

Business Optimizer

Detailed & Tuned
“Yeah, baby!” When your current business is going along just fine, but you know it’s got more it can do, then the Business Optimizer is your best choice for growth. premium revenue accelerating toolkit. The Business Optimizer toolkit is our medium-duty assessment of your overall business, with special focus on its strengths and a strategic plan for managing weak areas. This may include jettisoning some business channels for more profitable ones. We move you all the way through narrowing your target audience to creating your differentiating “Wow!” Sounds good, right? The massive boost comes from fueling your Business Optimizer around your firm’s entrepreneurial DNA: that’s what optimizes it. Like a freshly detailed and tuned machine.
Efficient & Effective
“Everything is easy now!” When you’re in business for more than a few years you’re at high risk of assuming that if you just keep doing what you’ve been doing, you’ll keep getting the same results. We bet that’s not what you advise your clients. So, why do you continue that way? The same reason your clients do: it’s easy. Until it’s not easy. Your business can be efficient + effective, at the same time. And generate far more revenue than it has up until now.
Simple Is Good
“We didn’t know what we didn’t know.” Did you know that only a small percentage of business owners had any training before taking the leap? Fewer have an MBA. Which is to say that grit and persistence are what drives most entrepreneurial success. So here’s a question: are grit and persistence predictors of business simplicity? Yeah, we don’t think so either. You do things the way you do because they worked. Maybe they still work. But there’s no direct connect to doing things easily or simply. Simple is good. The Business Optimizer brings you simpler approaches to get even better results.

Marketing CAT-Scan

Sharpened
“Who would have guessed?” When your current business is struggling and you need to sharpen your marketing blade, then the Marketing CAT-Scan is your best revenue accelerating toolkit. The Marketing CAT-Scan is our light-duty assessment of your marketing components, along with a multiformat solution suite. Starting with a “light-duty” toolkit is a proactive step. Once you’ve implemented recommended changes, you’ll be pleased you didn’t wait.
Cuts Bricks...and Tomatoes
“This finally makes sense.” You got into the financial industry to help people, not to become a marketing expert. Left to their own devices, entrepreneurs do what they see their competitors doing. “Well, everyone else seems to be doing this, so it must work!” Famous last words. Just because it’s “being done” doesn’t mean it’s “working.” Besides that problem, doing the same thing as your competitors cancels out your chance of differentiation. And if you’re not different…then you’re the same as everyone else. Ouch.
Simply Good
“We have a plan, schedule, and action steps.” We get it. You’re doing the best you can, based on what you know, hoping it works. The challenge, of course, is that in the age of social media something that worked so well last year has started fading already. So what do you do? Is the best plan to follow the newest internet marketing guru/ Go back to an old school approach that worked “a while ago”? Punt? The Marketing CAT-Scan builds on quantifiable and proven tactics that are not tied to the latest social media fad. You’ll have a game plan that is based on real, tested…and timeless strategies. Won’t that be something? Simply good.

SPACE Funnel

Clarity
“You have no idea how much money this saved us.” Ever been surprised when your assumptions proved to be wrong? How about expectations that ended up getting in your way? Yes, neither are helpful but both are common. The SPACE Funnel accelerating toolkit gets you real clear, real fast. This toolkit begins with identifying who are your bestSuspects” and ends with your new, awesome “Evangelists” (your superfans). Developing your SPACE Funnel is an essential first step at determining where things have gone wrong in your sales funnel and how to quickly make them right. Not sure what a sales funnel is? Then you need this toolkit, stat. T minus 10…9….
Confidence
“We’re not chasing after everyone any more.” Until you have narrowed your types of suspects, pretty much anyone with a pulse will do. Yikes. That is just as bad as it sounds. And you know competitors that run their business that way. You’re better than that. It’s time to tighten up your list of suspects, because your path to growing new “evangelists” for your firm is much shorter, as a result. The Space Funnel helps you do both.
Unstuck
“We’re doing less and getting more.” Being stuck is not a good thing. Stay stuck long enough and your business dies. The SPACE Funnel acts like a shot of Teflon to your stuck marketing gears.

The Communication Toolkit Series

Focusing Your Message For The Deepest Connections

Client Skills

Client Skills Toolkit

Communication Matrix Toolkit

Communication Matrix Toolkit

Communication Mastery

Communication Mastery Toolkit

Client Skills

Real Feedback
“I can’t believe how I’ve been engaging clients all these years.” Back in the day, many trusted advisors were trained by more seasoned trusted advisors…with the newer observing the skilled. Observation is a powerful teacher. Getting direct feedback of your client skills from a seasoned observer delivers the fastest learning you’ll ever find. The Client Skills toolkit holds up a mirror and shows you how you engage with your clients and prospects, the good, the bad and (sometimes) the ugly. One trusted advisor discovered he used F-words repeatedly with clients, like “fiduciary,” “fed,” “funds,” and others. These technical words do not help you; they get in the way of communication. So, Client Skills is nearly certain to make you feel naked, once you get direct (but gentle…and discreet) feedback on what you’re actually doing in your client meetings. Depending on your comfort level—and your client’s willingness—we’ll review actual recorded client meetings (best) or roleplayed client meetings (very useful).
No Theory
“This is so practical.” Changing habits takes time. But first, it takes awareness that change is needed and a commitment to make it happen. Client Skills helps you make needed changes as quickly and painlessly as possible. The results will blow your mind.
Authentic
“This feels completely natural, and that’s great.” To communicate the way you want means losing all the gimmicks and things you think work. If you’ve never examined how you’re coming across to those you serve, then you’re past due for Client Skills.

Communication Matrix

Proactive
“Before, we were all sort of doing this, which meant really no one was.” To grow your brand, build your unique selling proposition (USP) and help nurture future buyers, everyone engaged in marketing must be on the same page. Whether your marketing team is just you, you have a full-time marketer or something in between, the Communication Matrix toolkit will accelerate your success, because the Communication Matrix toolkit results in clear marketing tasks, frequency, format(s), goals and roles. Crucial stuff gets done. Your revenues go up. Good things!
On Target
“This is so specific, there’s no confusion.” Have you heard the story about the little kid shooting bullseyes across the side of a barn? When the stupefied sales guy pulls over to ask, “Hey, kid! How did you hit all those bullseyes?” The boy answered, “Easy, mister! I shoot the arrow into the barn. Then I draw a circle around it.” Implementing the Communication Matrix will help you target almost like that kid. But there’s no cheating involved. Just great targeting.
Congruent
“We’re telling our story now. Not someone else’s idea.” To really connect with your audience they need to learn your story. Because presumably your story is different than your competitor’s story. The Communication Matrix makes getting your story out, authentically and consistently, a matter of following the steps you set out.

Communication Mastery

Best Presenter, Ever
“I actually enjoy this now!” The Communication Mastery toolkit covers the public side of your communication spectrum. Do you want to grow your business by speaking? Teaching? Conducting “Lunch & Learns” isn’t for the meek and mild. In fact, most people prefer death over speaking to group. The good news is that this is true for your competitors, too. The result? You can carve out a unique marketing influence when you master communicating to groups.
Light The Fuse
“This is so much better than I expected.” Implementing the Communication Mastery toolkit will add significant horsepower to your revenue generation. How many new clients can you bring on? That’s a critical question to answer, because once you’re adding speaking and presentation gigs to your lead-generation efforts, well, hold on! As long as your presentations rock the house. Otherwise, just duck. Because when you integrate Communication Mastery into your business, you will become a highly sought-after speaker, not one that people want to chuck their rubber-chicken lunch at.
Liftoff
“We’re actually cutting back on other marketing stuff now.” When you communicate well to the audience you want to hear your story, you remove natural obstacles that get in their way. How? Because they get to know you. In 20 minutes (or whatever), they decide whether they like you and trust you. Any idea how long it takes and how much money it costs in marketing efforts to get a prospect to that same stage? Get liftoff fast. Get Communication Mastery working for you now.

The System Reboot Toolkit Series

Rebooting Your Internal Systems For More Power

GOD-Form

GOD-Form Toolkit

Vision & Mission

Vision Mission Toolkit

Center of Transformation

Center of Transformation Toolkit

GOD-Form

Reboot, Engaged
“I’m grounded again. This is much better.” Massive insights and behavior changes come from the GOD-Form (Goals & Objectives Defined) toolkit. While it is not a spiritual exercise, you might belt out a “Hallelujah!” after completing it. An initial assessment leads the way forward. Steps include getting clear on what you want to achieve (goals), what obstacles are—or will be—in your way, what solutions seem most viable, and what payoffs you’ll get when you accomplish your goals and objectives.
The Light's Back On
“It’s so good to work on my business, instead of just wandering around in it.” Implementing the GOD-Form toolkit will bring you back to your foundations. You’ll be reconnected to what truly matters to you. We know how easy it is to discover you’ve been going through the motions, at all. But when you realize how long that’s been, you need a space to reconnect with your original vision. The GOD-Form toolkit is the perfect toolkit for that.
In It To Win It
“It was like a vacation for my soul.” You’ve been on vacations. Maybe you’ve even been on retreats. Awesome. But when was the last time you took your entrepreneurial mind on a working retreat? Yeah, we knew that. You’ll get no judgment from us. What you will get is the guidance and refocusing moment that just might impact the span of career from here on out. Get GOD-Form working for you now.

Vision & Mission

Let It Go
“Why did I wait so long?” You’re in good company if you haven’t really updated your vision and mission since you started your career. This is the #1 source of aborted success. What got you started isn’t going to keep you going. This toolkit drills down into both your internal and external expressions of Vision & Mission, with examples to quickly get you going again.
You, Future Pacing
“I’m living the future I envisioned.” Implementing the Vision & Mission toolkit let’s you drill new boreholes into your goals. You’ll tap into your why. This, more than anything, is what makes you do what you do. It gets you up in the morning with a skip in your step. When was the last time you felt that way? So, what are you waiting for?
Centered Again
“Wow. Just wow.” Consider yourself warned. Firing up the Vision & Mission toolkit is going to alter how you do business. You’ll enjoy it more. You’ll spend more time with the people you love, doing the things that matter to you. Hm. That sounds pretty good. Actually, really good. Get Vision & Mission working for you now.

Center of Transformation

Become the COI
“This is my game-changer.” The Center of Transformation is the premium toolkit in our Reboot Series. But it could sit just as nicely in the Revenue Series, too, because the acceleration it will bring you is unmatched. Most trusted advisors say they build their client base through 1) referrals, 2) networking and 3) a center of influence. If you do a quick search you’ll discover that’s not what they actually do. While the reasons are many, the outcome is not: growth is almost accidental. The Center of Transformation toolkit will utterly change how you grow. It puts you in the driver’s seat. And it absolutely makes you the one to catch in your market.
You, Thought Leader
“It’s unreal what this has done for my reputation.” Imagine becoming THE dominant trusted advisor in your business community. The Center of Transformation toolkit is so subtly disruptive that your competitors won’t take note of what you’re doing until they see key clients move over to you. Businesses you could only dream of becoming clients suddenly search you out. Would this make a difference to your revenue?
Being The First, Matters
“We had to level up our onboarding capacity.” What would it be like to have that problem? Because it’s a real challenge. When you have a business owner so impressed with you and your firm they want you to take of them, what are the odds you’ll soon have access to their employees? Could a new channel for cross-selling opportunities enhance your business? How about adding their group plan (investment, insurance) to your bottom line? Adopting the steps in the Center of Transformation toolkit is going to “force” you to. Shucks. But if you’re not the first in your sphere of influence to become a COT, you might as well be last.

The Sales System Toolkit Series

Reframing Your Sales Process For More Impact

Sales Mastery

Sales Mastery Toolkit

Vector Tracking

Vector Tracking Toolkit

Sales Mastery

You, Better
“Facetime with clients and prospects has never been so good! Before, I had little control over what happened.” Our Sales Mastery Toolkit might make you feel a bit naked, once you get direct (but gentle) feedback on what you’re actually doing in your sales process. Think of this as Side B to your Client Skills toolkit, because that’s exactly what it is. Every meeting will have purpose while feeling entirely comfortable and conversational. The results? Stronger relational glue with your clients, more prospects that become clients…and more sales. What’s not to love?
You, Organized
“I used to hate the idea of systems. Now, I’m an evangelist for them!” Implementing the Sales Mastery toolkit locks in your systems—after you love how they’re working—so that the number of fires you’re putting out drops to as close to zero as possible. When those rare events pop up, you’ll be equipped to roll with them.

Vector Tracking

You, Smarter
“Now I know what to measure…and why.” It’s weird how many financial professionals avoid tracking their numbers. Given that your career has so much to do with your clients’ “numbers,” you’d expect a greater acceptance of tracking. We believe the reluctance isn’t over tracking itself, but not really knowing what to track. Your practice is unique, right? Yes, it is. That’s exactly why the Vector Tracker is not a prebuilt spreadsheet you simply bolt on. It’s a template designed for your customization. It’s chock full of examples and instructions, to quickly get you up and tracking.
You, Insightful
“What gets measured gets done.” You’ve heard it. Maybe you’ve even said it. But do you do it? What do you measure? How? How often? Our Vector Tracking toolkit breaks it all down into easily tracked and measured areas. And these come from your vision & mission-based KPIs. Some will be profit-related. Most will not be. But they’ll all be critical to you.

Satisfaction Guarantee

All of our amazing toolkits include a baked-in 30-Day 100% guarantee of your satisfaction (some have a 60-Day guarantee). In fact, a few toolkits even pile on a 200% ROI guarantee. We remove your investment risk so you can focus on using the toolkit. Fair?
30-day

One-Stop Tool-Shop

We have all the toolkits you need, optimized for your circumstances. Each toolkit includes a drop-down of descriptions. We’ve done our best to clarify what each toolkit does and what challenge(s) it helps trusted advisors like you solve.

Free Consultation

How comfortable are you making a recommendation for a complex client need before actually speaking with them? And that’s why we offer you a free consultation. We’d like to hear your story to determine what toolkit best fits your need.
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Let’s do this. The worst that could happen is you make a new friend. The best that could happen is you accelerate your success.