Our coaching program is uniquely tailored to assist financial advisors in exploiting their business opportunities by meticulously designing customized solutions and maintaining a robust accountability framework. We understand that recognizing opportunities is just the first step; effectively harnessing them requires strategic planning and disciplined execution.

We start by collaborating closely with advisors to design tailored solutions that align with their specific business goals and opportunities. Our approach combines industry insights with innovative strategies to create actionable plans that can effectively drive growth and improvement.

Additionally, we place a strong emphasis on accountability. We understand that consistent follow-through is crucial for the success of any plan. To this end, we establish clear milestones and checkpoints, providing regular progress reviews. This structure ensures that advisors stay on track, make necessary adjustments promptly, and remain committed to the action plan.

Through this combination of personalized solution design and rigorous accountability, we empower financial advisors to transform their identified opportunities into tangible successes, paving the way for sustained growth and enhanced business performance.

Weakness Resolution Case Study

Earlier in this book, I wrote about an individual named John Bilkenson. John was exceptional in client interaction and figuring out his prospect’s pain points. He mastered the art and science of designing ways to solve the prospect’s pain points. John was perhaps the most relentless pursuer of a qualified hot prospect that I have ever seen. He was so tenacious that he would chase his prospect with calls, mail, email, drop-by visits, etc. until the prospect either bought or told him to stop.

However, even though John was a success, he could not break out into the category of 10x. John had a constant churn. He brought in clients faster than anyone else in the organization, but unfortunately, he lost them more quickly than anyone else in the company, until we solved for his weakness.

Once the problem became apparent, we teamed John up with a young lady who was exceptional at nurturing his client base. This lady was not good at any of the things that John excelled at doing. If left solely to her own means, she would have likely met a swift and unceremonious end in our business, faltering more quickly than one could recite the lengthy and whimsical word “supercalifragilisticexpialidocious” three times in rapid succession. However, the synergy that emerged from their collaboration was nothing short of remarkable. Together, they formed a formidable team, each complementing the other’s strengths and weaknesses in a harmonious balance. This powerful partnership enabled them to excel across all five areas of the client relationship lifecycle, from initial contact to maintaining long-term, loyal client relationships. Their combined efforts and skills created a dynamic that was far greater than the sum of its parts. They transformed what could have been a story of mediocrity into a tale of success and achievement. By pooling their talents and resources, they were able to address each aspect of their business with expertise and efficiency.

One brought in-depth knowledge and technical skills in financial planning, while the other excelled in client engagement and relationship building. Together, they crafted a client experience that was both deeply insightful and warmly personal. Their complementary skill sets allowed them to navigate the complexities of financial advisory with ease, providing comprehensive and customized solutions to their clients.

This strategic collaboration was a prime example of the power of weakness resolution. Instead of futilely attempting to improve in areas where she lacked natural proficiency, she recognized the value in partnering with someone whose strengths filled those gaps. This approach of focusing on one’s strengths and outsourcing weaknesses is a testament to the wisdom of strategic collaboration.

Their journey to becoming a 10X advisor team underscores an important lesson: true success in business often requires recognizing and embracing your weaknesses, and then strategically partnering with those who excel in those areas. By doing so, you can create a synergy that not only elevates your business performance but also ensures a sustainable and rewarding journey in the world of financial advisory. This is the essence of becoming a lifelong member of the 10X club—recognizing that the path to exceptional success is often paved with collaborative efforts and mutual strengths.