1. 27 step-by-step assignments complete with software templates
2. Discovering Hidden Wealth (learning system with 6 audiocassettes and workbook)
3. Create Profitable Strategic Alliances with CPAs (marketing system with 6 audiocassettes and a 12-step process complete with software templates)
4. Effort-Less Marketing for Financial Advisors (book) by Steve Moeller
5. Visionary Business (book) by Marc Allen
   

Quarterly Workshops:
One of the most powerful components of this program is the interactive quarterly meetings. Each meeting includes feedback from advisors as they implement the processes, presentation of specific business development processes, and brainstorming to determine how to apply the ideas in each advisors' business. Advisors leave each meeting with an action plan of items to implement over the next 90 days.

Quarterly meetings are held in Orange County, California unless other arrangements are made (additional charges may apply). Many companies "piggy back" their own in-house trainings around our quarterly meetings if they do a special group program specifically for their organization.

Group Coaching Calls:
This program provides two group coaching calls per month. Each has a slightly different format to accommodate the specific needs of participants. These calls are done in groups. We have found that the group dynamic accelerates the learning process because advisors are able to learn from others.

1. Focused Coaching Calls: Once a month advisors will participate in a focused group call--which takes advisors step-by-step through optimizing operations, administration, marketing and management--enabling them to build efficient, effective businesses that dominate their niches.
2. Opportunities and Challenges Calls: In addition to focused coaching calls, advisors will participate in an "Opportunities and Challenges" coaching call. During this call they can discuss opportunities and challenges that come up during the month. They have an opportunity to ask Steve Moeller, Laura Rubinstein and their peers about specific business issues. This open forum ensures that advisors get their specific needs met on an ongoing basis.