Unleash Business Potential
Tailor-made for those in Legal, Accounting, Financial, and Insurance sectors, aged 30-50, eager to scale their operations.
Overcome growth roadblocks, attract quality referrals, boost client flow, and ensure predictable revenue with our proven methodology. Turn aspirations into reality - Book your call now!
MODULE ONE
Foundations of Business Networking
OUTCOME
Develop a personalized networking strategy to increase high-quality referrals.
DESCRIPTION
Dive into the art of networking by assessing current methods and learning the foundational strategies tailored to your professional landscape. You'll start building a solid approach to connect more effectively and increase your referral quality.
MODULE TWO
Optimizing Client Acquisition
OUTCOME
Streamline the client acquisition process for greater efficiency and higher conversion rates.
DESCRIPTION
Master the process of attracting your ideal clients. Create detailed personas and develop engagement strategies that are specifically designed to boost your client base and enhance your success.
MODULE THREE
Financial Strategies for Growth
OUTCOME
Create a robust financial plan that supports sustainable business growth.
DESCRIPTION
Tackle financial unpredictability by building models to forecast revenue and analyze your financial health. Equip yourself with the tools to plan stability in your financial future.
MODULE FOUR
Advanced Referral Systems
OUTCOME
Enhance referral systems to ensure a steady influx of quality prospects.
DESCRIPTION
Refine your referral strategies by building strategic partnerships and designing incentive structures that consistently bring in quality prospects, thereby boosting your business growth.
MODULE FIVE
Digital Marketing Mastery
OUTCOME
Boost online visibility and client engagement through targeted digital marketing strategies.
DESCRIPTION
Embrace the digital age by mastering SEO and content marketing essentials. Enhance your online presence and attract a larger audience to your services.
MODULE SIX
Effective Client Communication
OUTCOME
Improve client satisfaction and retention rates.
DESCRIPTION
Develop your skills in accommodating different communication styles and establishing productive feedback loops. Strengthen relationships and ensure higher client satisfaction and retention.
MODULE SEVEN
Scaling Operations Efficiently
OUTCOME
Streamline business operations to support scaling efforts.
DESCRIPTION
Identify and amend operational inefficiencies using process mapping and automation tools, which supports your business as it scales and grows in complexity and size.
MODULE EIGHT
Leadership in Professional Services
OUTCOME
Enhance leadership skills to effectively manage and inspire your team.
DESCRIPTION
Cultivate your leadership qualities and discover motivation techniques that energize and engage your team, preparing you to lead more dynamically as your business expands.
MODULE NINE
Risk Management for Professionals
OUTCOME
Minimize risks and prepare for uncertainties in your business.
DESCRIPTION
Learn to pinpoint potential risks within your business operations and develop robust strategies to mitigate them, thus ensuring preparedness and continuity in your professional endeavors.
MODULE TEN
Innovation in Client Services
OUTCOME
Revitalize your service offerings and stand out in your market.
DESCRIPTION
Utilize client feedback and innovative techniques to revamp your services, ensuring they meet client needs effectively and helping you stand out among competitors.
MODULE ELEVEN
Building a Personal Brand
OUTCOME
Establish a strong, recognizable personal brand that attracts clients.
DESCRIPTION
Craft and convey your personal brand story with strategic messaging that resonates strongly with your target market, elevating your presence and appeal to potential clients.
MODULE TWELVE
Long-Term Strategic Planning
OUTCOME
Develop a clear, actionable long-term plan for sustained business growth.
DESCRIPTION
Set definitive long-term goals using strategic planning tools, creating a clear path towards long-term business success and continuous growth.
Modules
1
Self Discovery
This is the starting point, you embark on a journey of self-discovery. By identifying your ideas, values, interests, passions, and strengths, you’ll be able to start to map out a meaningful and fulfilling future beyond your current role and identity.
Duration: 3 hours
2
Purpose Discovery
The 'Purpose Discovery' module involves deep, perhaps lengthy, reflection exercises and visualisation techniques to help you discover and validate your new purpose beyond your work identity. You will leave this module feeling empowered and confident about your next phase of life.
Duration: 3 hours
3
Process Development
In this ‘foundation’ module, you’ll start to build a clear roadmap for your journey into the future. Through a clear understanding of goal-setting and action planning, you’ll gain the tools and techniques you need to navigate this significant transition. You may well find this quite different from any change you’ve managed before.
Duration: 3 hours
4
Support Development
This module will guide you in how to prepare yourself for the way forward. You’ll learn to ‘let go’ of the ‘past’ and the need for forgiveness and gratitude to facilitate this. We’ll discover who and what to avoid and how to identify ‘partners in believing’ who’ll support you in what may be a complex period of setting yourself free.
Duration: 3 hours
5
Managing Transition
Building on the previous module, you'll learn stress management techniques, how to deal with anxiety, and resilience-building strategies. You’ll learn to have faith and belief in yourself and transmit this to others. We’ll revisit the work you did in Modules 2 and 3 and fill out any additional detail or clarity. This module prepares you emotionally to manage the way forward seamlessly.
Duration: 3 hours
6
Harvesting Transition
In this module you’ll ‘launch’ your new ‘business’ of being YOU in ‘life-after-work’. You'll learn confidence-building exercises and ongoing action planning techniques to face any future fears and uncertainties. By paying attention to your intention without tension and with the support of your ‘team’ you can be confident your expectations will be met. This module ensures you step into your next phase ‘Powered Up’ with a sense of renewed significance and life force. Perhaps it’s time for a ‘starting party’!
Duration: 3 hours
Who is it for?
- A Legal, Accounting, Financial, or Insurance Professional aged 30-50
- Intent on expanding your business through sustainable methods
- Looking for a consistent flow of clients and a predictable revenue stream
Who is it not for?
- Outside the 30-50 age group or not within the specified professional fields
- Not interested in implementing proven methodologies for business growth
- Not seeking to improve referral quality, client flow, or revenue predictability
About Drew Berman
I'm Drew Berman, a Peak Performance Strategist, Coach, and International Speaker with nearly three decades of experience in empowering professionals in legal, accounting, and financial sectors. Through my expertise, I guide clients in enhancing their client acquisition, building strong partnerships, and boosting their revenues. As a best-selling author and innovator in using technologies like AI, I create unique strategies that propel professionals toward success. Off duty, I enjoy life’s adventures with my family in Connecticut, balancing personal joys with professional achievements.
Unleash Business Potential
Tailor-made for those in Legal, Accounting, Financial, and Insurance sectors, aged 30-50, eager to scale their operations.
Overcome growth roadblocks, attract quality referrals, boost client flow, and ensure predictable revenue with our proven methodology. Turn aspirations into reality - Book your call now!
