ALL AXIS PASS Program

The ALL AXIS PASS program is for those advisors who want to jump start their progress quickly and require a more robust program. This is a more intense program which includes a “boots on the ground” approach. As with all our programs, the ALL AXIS PASS program is specifically tailored to your exact needs. We will come to your location and provide an onsite consultation. Depending on need, we can perform a half or full day retreat with you and your staff. This can include a S.W.O.T. analysis, personality assessments, breakout sessions, communication skills training, one on one personal development etc.

Before we come to your location we gather the necessary data from you and your team to effectively execute the retreat and begin to form the business development plan of action we will take after the onsite visit is complete. After the onsite visit, we write a comprehensive report on all the data we have gathered and schedule our first steps call. Your office will have weekly calls with your consultant to maintain momentum as we execute the plan we created together. The weekly calls can also be utilized to have us work directly with your staff on development or additional training you want to implement in your practice.

Due to the travel and time commitment with each client we only accept a few ALL AXIS PASS clients each year. There is an interview process for each potential client to insure there is a good fit and it is the correct program for their specific needs.

For more information about this program please call and schedule an appointment to speak with us and begin the interview process.

“Coaching individuals has tangible results. Research done by the Association for Talent Development (2014), for example, revealed that coaching improves communication (69%), raises engagement (65%), enhances skills-to-performance transfer (63%), and stimulates productivity (61%).” – The Ivey Business Journal

"Executive coaches often are brought in to help a star player navigate a new role or advance faster inside a company. Other businesses, however, hire a coach to fix a manager’s flaws, such as poor interpersonal skills. View an Executive Coach as an Aide, Not an Enemy." ― The Wall Street Journal

“The goal of coaching is the goal of good management: to make the most of an organization’s valuable resources.” - Harvard Business Review

"In a recent study, training alone improved leadership skills by 22%. When combined with Executive Coaching, improvement jumps to 77%." ― Fortune

"I absolutely believe that people, unless coached, never reach their maximum capabilities." ― Bob Nardelli, former CEO, Home Depot  

"I never cease to be amazed at the power of the coaching process to draw out the skills or talent that was previously hidden within an individual, and which invariably finds a way to solve a problem previously thought unsolvable." ― John Russell, Managing Director, Harley―Davidson Europe Ltd.

“Coaching takes a holistic view of the individual: work, corporate values, personal needs and career development are made to work in synergy, not against one another.” – British Journal of Administrative Management

“A coach is someone who tells you what you don’t want to hear, who has you see what you don’t want to see, so you can be who you always knew you could be” - Tom Landry

“Does coaching work? Yes. Good coaches provide a truly important service. They tell you the truth when no one else will.” Jack Welch, Former CEO of General Electric 

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Examples of what we help our clients with

Effective Marketing Strategies for your Ideal Clients

Develop and fully integrate compliance friendly social media into your practice

Leverage Social Media advertising to reach your EXACT audience for pennies

Advanced Client Segmentation

Market Research Events (inward and outward facing)

Incorporating Biblical principles in your business on every level

Appropriate Goal Setting and implementing a system to accomplish them

Develop a referral system and execution protocol for consistent results

Provide development, accountability, time management and motivation to your junior advisors utilizing your growth model and expectations

Managing team growth biblically and effectively

Keys to engaging and retaining female clients

Starting a women’s group within your community

Effectively using your business as an evangelistic tool to reach those that need Christ

Preparing for and executing a successful succession plan

“What’s Next” Planning for success after succession (Exiting Advisor)

“What’s Next” Planning for success after succession (New Office)

Authentic “Passion Prospecting”

Advanced Communication Skills

Strategic event planning with message tie-in and delivery

Charitable planning (how to reach the right people)

Creating Creative Content that fits your brand

Time Management for the entire office

Creating a trusted local network (Not joining a pre-formed networking group such as BNI)