Coaching Program 2022

Ready to get you or your team’s web presence off the ground within weeks

Tailor-Made For You

Customized Strategy Sessions

We know that digital transformation is hard, and it can be overwhelming trying to figure out where to start. It’s easy to get stuck in the day-to-day of running your business without having time or energy left over for marketing.

And let’s face it – there are so many options out there today that it can feel impossible knowing what will work best for your business. That’s why we’re here!

We’ll help you build a brand that attracts, nurtures, and converts prospects into clients through our proven framework we call ‘The Success Path.’ You won’t have to go at it alone anymore!

Reach More prospects

Create content that your audience actually doesn’t mind seeing.

Speak Your audiences Language
Get Noticed
Build a loyal following
Inbound leaders

Become an Authority

Learn how to discover details that drive your target market into your pipeline.

Create Irresistible Offers
Create Copy That Converts
Be The Go-To On Your Topic
Have a Brand They Trust

Create Longevity

Build a brand that stands the ever-evolving changes in digital marketing .

Stop Depending On Social
Automate Your Process
Platform Optimization
Outreach Optimization

Get Favor From Algos

Discover how the algorithms work so you actually increase your chances of being discovered online

One Of Your Biggest Assets
Stop Wasting Your Time
Strategies That Actually Work
Discover Tools That are a Waste of Money

Build Your Google Resume

Discover simple solutions that can help you rank your website higher in Google

Website Principles
Get Leads Your Don’t Have To Hunt For
Platform Best Practices
Build Social Proof and Credibility

No More Guesswork

Get personalized help with your strategy and implementation

Automation
Tool Discovery
Platform Optimization
Outreach Optimization
Social Selling

I appreciate every word!

what my clients have to say

Steven is patient and caring, and he listens and interprets my needs (not an easy task). He is truly a partner in helping me develop my brand.
Steven is astute at branding and marketing AND he’s an artist—quite a combination.
Gina D.Founder & CEO

Working closely with my vision, Steve came up with an elegant platform and presentation that puts my page ahead of my competitors. His knowledge of brand marketing and SEO strategies is significantly enhancing my company’s bottom line.
Cary B.CEO & Principle Consultant

As someone who speaks, trains and consults on customer experience, I’m pretty sensitive to when it is awesome outrageous and authentic – and when it’s not. In every way and almost 1.5 years later Steven still exceeds my expectations…
Maxine S.Professional Speaker & Corporate Trainer

All explained in a simple easy to understand non-techie way!

Unpacking Marketing for Financial Advisors

If you want more leads, conversions, and sales then watch the free workshop below to learn a ton and better understand if the group coaching program can help you achieve your goals through better marketing strategies that work now in this new landscape of A.I., data privacy concerns, and consumer trust issues. We will build a brand that attracts prospects and converts them into clients.

Putting everything on the table.

What’s Included In The Program

The why things are happening, what to do about it, hacks (you know you want them) and guidance on your unique skills and habits!

Week 1

Understanding the Digital Shift and The Algorithms

The digital shift has changed the way many people make decisions. It’s important to understand how these algorithms work in order to be successful with your marketing strategy. A.I., data privacy and consumer trust issues are just some of the challenges that businesses face in today’s digital age. The better your understanding the better your entire marketing campaigns you’ll create.

Week 2

Creating Content That Converts and Drives Growth

One of the most important aspects of any marketing strategy is determining how to reach your target market. You can do this by creating content that resonates with them and meets their needs. Creating content that resonates with your target market will increase engagement, leads, conversions, and retention rates. It will also help you to create brand awareness among prospects who are not part of your current customer base. The goal should be to have a piece of content for every segment in order to better connect with each one individually.

Week 3

Creating Content That ‘Works for You’

Many people are scared of SEO. It can be a little intimidating to think about search engine optimization, but it’s not as hard as many people make it out to be. The key is understanding how the search algorithms work and then giving your website the tools that will help it rank better in search engines. You will get walked throughs of the entire process.

Week 4

Choosing Your Angle/ Developing Your Brand

Week 5

The Data You Need To Focus On In The Digital Shift

The digital shift and cookieless marketing standard will make gathering your own data important to your marketing plan. This means that advisors will need to find new ways for collecting customer data or they’ll be at a disadvantage. It’s not enough anymore just to know how many people visited your website – you’ll need detailed analytics about their behavior on site as well as what type of content they like best so you can tailor future campaigns accordingly.

Week 6

Launching Your Marketing Campaigns

With all the tactics and strategies you’ve learned, we’ll make sure you are off to a great start with your plan. You will develop a schedule for launching your campaigns and get feedback on how they are performing. You will also learn how to measure the success of your marketing campaigns so you can continue to improve them over time.

What Now?

Watch The Free Workshop Below

To be sure this is the right product for you, we grant you instant access to the Digital Shift Workshop where we unpack loads of helpful information. This way you can assess whether or not our program is right for you. Whether you decide to move forward or not we know this workshop will give you information you can use to improve your business.

If you feel that gaining a more comprehensive breakdown and customized coaching will help you win online faster, then you are welcome to move forward with the details given after the workshop.

https://vimeo.com/666984671

Download The Digital Shift WorkBook

FAQ

Why do I need to go through the workshop to join?

This is a high-level program and to make sure you feel this can be helpful to your business we give you a ton of value first. That way you fully understand the things that will be taught in the program. Even if you decide not to move forward we know you will get tons of value that you can take from the workshop which is still a win for us!

I previously watched the workshop. I am now ready to join. Do I have to watch again?

If you’ve already watch the workshop and are now ready to join reach out to us here.

How much does this cost?

A four-figure investment is required for financial advisors and teams that wish to keep up with the advances in digital marketing.

Can my team join?

Absolutely! There is still a per-person cost that is required. Alternatively we can create a custom solution specifically for your team and firm goals. Contact us to discuss your goals and see how we can help.