UN.SHA.KA.BLE.
From strategy to execution…
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Advisors, consultants, service-based professionals
WE KNOW THAT THE ROLE OF A TRUSTED PROFESSIONAL GOES FAR BEYOND RECOMMENDATIONS, THE INFORMATION AND ADVICE YOU PROVIDE
We also know that being an advisor, consultant, coach for your clients also means being an entrepreneur, being the expert in your business; you are the brand and, sometimes, you are also the client therapist, the team leader, the person responsible for business development, client strategies, and much more… You are the heart and soul of your business practice.
NOW, IMAGINE FOR A MOMENT…
If there was a systematic process that gave you a clear direction to continue to accomplish in the continuous growth of your business without always being in a frantic race and feeling like you have everything on your shoulders…
WOULD YOU BE INTERESTED?
I sincerely hope you answered, “ABSOLUTELY!” to that question and will continue to read the next few lines… especially if you want to explode your bottom line and BECOME that leader your clients are looking for now more than ever.
Because if you’re here, you’ve spent much of the last few years building your business practice.
It’s a very important part of your life and you want to make a difference in the lives of your clients.
Now it’s time to bring more fun into this business, to have time, peace of mind, mental space (as you promise your clients).
However, having coached hundreds of successful professionals and leaders over the past decade, I know what you’re going through right now.
It’s a constant race, the hamster in your head just never stops.
THE WHOLE BUSINESS DEPENDS ON YOU.
Your team needs you to do great. Business development relies on you. You have to make all the decisions…,which slows down your team and your business growth considerably.
If you’re not there, you feel like everything can fall apart… quickly, or slowly. (In addition, you know fully well that more peace of mind would represent gold for you, but you just don’t know how to actually do it.)
You feel like you always have to be in action, busy, moving forward. (and, as they say, you spend your time working IN the business and not ON the business, which hurts your profitability).
You don’t take the time to breathe, to take a step back and analyze situations. No time to do that. There are things more urgent to do.
If this keeps up, within a few years, or maybe even just a few months, you’ll be exhausted, burned out.
In addition, if that happens, you know it. It will be the beginning of the end.
What you really want…
Now, if you’re like the many advisors I’ve coached towards a better balance and results.
This is what you really want…
You want to have a team that follows solid systems and processes that free up your TIME.
You no longer want to be at the center of everything…but still keep a keen eye on the important data for the growth of your business as a CEO would.
You dream of an autonomous, reliable, solid, proactive team that pushes and maybe even detects business development opportunities.
You want to sleep soundly, peacefully, knowing that the business is doing well, even when you are not there.
THINGS HAVE TO CHANGE…
You built this business for personal fulfillment, but also to leave a legacy and to make a difference.
You want to have an impact.
What you want is to focus on game-changing activities, not admin, emails, client emergencies, employee bickering and all sorts of activities that keep you busy being busy.
How do you achieve that vision, those entrepreneurial dreams that sometimes seem unreachable?
How to change your daily activities to stop being busy for the sake of being busy, and start to really progress.
5 false beliefs that prevent you from progressing !
01.
No, you don’t need another employee
If you are an overworked entrepreneur (due to growth or administrative complexity), you probably have the reflex to want to increase your team.
We agree, hiring implies lower margins, more training, and more personnel management.
What if it were possible to stop being overwhelmed, keeping your margins and your time?
How do you get there? Probably not by hiring an additional person, but by reviewing your business guidelines, incorporating clear processes and organizational efficiency.
Every minute you spend in planning saves 10 minutes of execution; that gives you a 1000% return on energy!
Brian Tracy
02.
No, you don’t need more systems, softwares or technology
Often, entrepreneurs believe that integrating a new system, software and technology will save everything.
The truth is that these systems, softwares and technologies are not a magic pill. They sometimes require a significant financial investment, an endless learning curve and customization.
And since most entrepreneurs are so busy, they don’t have time to learn and customize the system – so the investment is not used to its full value.
What if the solution was simplicity: tools that are intentionally developed, have a very tested and proven.
Only 20% of all software features are used “always” or “often”, the rest remains underutilized.
The Standish Group
03.
No, you don’t need a complex strategy
You’ve probably made a complex business plan, and often, it ends up at the bottom of a drawer to be brought out at the end of the year, only to realize that you didn’t follow it (or that it was theoretical, but not applicable).
Or, you started 80 projects because of “brilliant!” ideas you heard or read, but they’re not finished, the team is spread out in all the projects – which demotivates them, burns them, demoralizes them and now they don’t believe in the new ideas you bring (they say to themselves in a low voice “ah, another idea…”).
The problem could be, going back to the basics of your intrinsic mission to say no to all the ideas that are ultimately just distractions, and put in place a clear, crisp, specific plan of action that gives you tangible results.
I’m as proud of the things we didn’t do as I am of the things we did do. Innovation is saying no to 1000 things.
Steve Jobs
04.
No, you don’t need to be everywhere at the same time
Facebook, LinkedIn, YouTube, networking, media, events, you’d like to be everywhere, because all the experts say you should be everywhere at the same time.
Results? Well…none, except that you have an outdated Facebook page (which hurts your brand image), an unexploited LinkedIn network, and the dream of a YouTube channel remains only in your dreams.
What if, instead, the focus was on being at the right place, with the right message at the right time. That’s the way of being noticed AND remarkable.
Zig Ziglar
05.
No, you don’t need a mass business development strategy or to attract a large number of clients
Perhaps you’re doing a series of marketing initiatives that attract interested people, but not your ideal clients. You are attracting “C” or even “D” clients.
The demand on you and your team is high in terms of time and overall energy. You’re not as excited to meet non-ideal clients and most importantly, you’re not using your full potential. It’s like a dental surgeon doing teeth cleanings – useful, but a waste of expertise for the clients who really need you.
By having a clear and established business positioning, accurate marketing strategies to attract THAT client, you accomplish more AND you really make the difference you want to make in the world around you.
Fundamental principle in marketing
THE TRUTH IS THAT A SUCCESSFUL BUSINESS THAT GROWS DOES NOT GET MORE COMPLEX,
It gets simpler. !
YOU HAVE TO STOP ADDING. YOU HAVE TO START SIMPLIFYING. EVERYTHING. NOW.
This is why I created the C.F.A.Process.
Clarity
Having an unshakable clarity of purpose. A clarity of mind that motivates us, that we can communicate to our team members and even to our clients and centers of influence. An unshakable clarity of the difference we want to make in the world around us.
Focus
From this clarity comes an unshakable focus, a focus so determined and anchored that it becomes easy to say “no” to distractions, to opportunities disguised as diversions. You’ll accomplish 10 times more, and the results will multiply at the speed of light.
Action
Concrete, unshakable actions that lead to concrete results. Actions aligned with clear intentions, actions that will have a lever effect and make a difference.
As you use this process, Clarity. Focus. Action., you’ll always have a clear path so you can truly feel fulfilled in the growth and management of your business, without always being in a frantic race and feeling like everything relies on you.
This is your key to not being busy being busy, now is the time to be busy moving forward !
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UN.SHA.KA.BLE.
… become the leader your clients are looking for now more than ever…
MODULE 1 : THE MOONSHOT THINKING
…a method at the crossroads of dream and ambition…
The moonshot thinking consists in raising your ambitions to another level, to aim high, to aim for the stars! In this module, we will work together to increase your capacity to expand your horizons. We will see how to think bigger, how to think of ways to go further.
By the end of this module, you will have your strategic framework to align the seven fundamental pillars of your business practice.
- Clarify the fundamental pillars of your business practice.
- Ease business decision making.
- Verbalize and communicate the guideline.
MODULE 2 : 360° BUSINESS ANALYSIS
…know exactly where your business is – not where you think it is…
It’s a fact: every minute spent planning saves us more than 10 minutes when we are ready to take action. The steps in our program are cumulative to ensure sustainable integration into your business practice.
Get ready to take action, because we’ll develop your action plan to ensure that you’re working on the right things at the right time. That way, you can get where you want to go, on a timeline that works for you!
At the end of this module, you will have a clear picture of the business dimensions that will require your attention more during the program and in the months to come.
- Prioritize the projects to be undertaken.
- Confirm that you have the necessary resources in place.
- Identify opportunities for advancement.
MODULE 3 : ENTREPRENEUR’S MINDSET
…the ultimate strength you need to propel you forward…
The mindset is the key for any entrepreneur. Here, we will address the internal mental toughness, your positioning as an entrepreneur in order to face the ups-and-downs of entrepreneurship and to be an exceptional leader for your team.
At the end of this module, you will have an exponential unwavering mindset. Your mindset is where it’s at: you can have the best business strategy, but if your mindset isn’t up to your ambitions, you won’t take action.
- Build and maintain your momentum.
- Have concrete tools to use in difficult times.
- Increase the human dynamic with the people around you.
MODULE 4 : OPERATIONAL EFFICIENCY
…the best businesses are built on effective and efficient systems…
Designing your ideal business must take into account your daily reality.
From effective time management to establishing a business structure that delivers a client experience that meets today’s expectations, the day-to-day management of your business is a business pillar that is too often overlooked. Having ideas is great, but executing them efficiently and continuously is the key to success.
At the end of this module, you will have a business structure to be effective and efficient, to know exactly which client you should talk to, when and why, that will allow you to offer a client experience that matches your professionalism.
- Have optimal time management.
- Have clear and well-established processes.
- Have a clear understanding of the profitability of each client segment, the interaction plan and service offering for each segment.
MODULE 5 : BUSINESS POSITIONING
…stand out from the crowd to attract your ideal client…
How do you stand out? How do you develop your brand and position it well when you are the brand (yes, you are a brand)? What are the real benefits of doing business with you?
These are the key questions we will answer in this module.
At the end of this module, you will have a clear and distinctive message in order to position yourself as THE trusted advisor for your clients, in order to stand out and thus develop your brand and position it well (from the perspective of you being the brand).
- Understand the two parts of a carefully crafted marketing message.
- Communicate better the tangible and intangible results your clients will actually get from doing business with you.
- Attract your ideal client.
MODULE 6 : MARKETING & COMMUNICATION
…being in the right place, at the right time and with the right message…
The best marketing strategy is the one that best suits you and your specific clientele.
At the end of this module, you will have a realistic and achievable marketing plan for your business practice. Well structured, your marketing strategy will be the roadmap to attracting clients, positioning you as a trusted professional and ensuring your success.
- Put in place a marketing plan that delivers tangible results.
- Have ongoing business visibility.
- Increase your credibility and awareness.
MODULE 7 : THE CLIENT EXPERIENCE: HOW TO CREATE THE WOW
…stand out and create your competitive advantage…
Client experience is becoming the key differentiator for businesses, ahead of price and product or service. More than a marketing tactic, client experience is a business development strategy, that must be carefully conceived and meticulously executed.
Mastering the art of client experience is what sets industry leaders apart from other entrepreneurs.
By the end of this module, you will have a thorough understanding of the human components behind the client experience – the primary differentiator for businesses.
- Master the art of the client experience.
- Deliver an exceptional client experience consistently.
- Create the wow that your clients will talk about with their friends and family.
MODULE 8 : CONTINUOUS GROWTH & MOMENTUM
…ensure sustainable success…
Very often, entrepreneurs work on their business development strategies for a while. Then, being too busy, they slow down after a certain number of clients, and end up stopping completely. Yet these strategies are a “must” at all times.
From growing your business practice organically to client acquisition strategies, this module focuses on the continuous growth of your business for long-term success.
At the end of this module, you will have the tools to measure continuously your progress and results. This allows you to adjust your actions and align them with your business intentions, and maintain your business momentum.
- Measure the ROI of your initiatives.
- Develop business development strategies aligned with your intrinsic mission.
- Quickly adjust your future actions.
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THE VAULT
Having ideas is good, executing is better! Therefore, in addition to the tools presented in the different modules to take immediate action, you will also have access to the tools I use with my clients in private coaching.
TOOLS DESIGNED FOR THE ACTUAL reality OF YOUR BUSINESS PRACTICE!
BUSINESS MATRIX
…the ultimate tool for your business…
The Business Matrix allows you to segment your clientele, plan all your interactions, and track each client’s journey – a true CRM. In addition, it also provides all the business analysis of your practice to guide your future marketing and business development initiatives. You can now identify opportunities to grow your practice organically, understand where clients are coming from so you can repeat profitable marketing initiatives and stop those that aren’t working.
No need to learn a complex software. The Business Matrix is easy to use, simple to customize and anyone can use it. If you know how to use Microsoft Excel and how to use a mouse – you know how to use this tool!
BUSINESS PROTOCOL
…processes for efficient day-to-day management…
The business protocol centralizes all your processes to simplify and systematize your operations in order to develop a routine to respond to a multitude of tasks, freeing up your time for more important things, such as client meetings, prospects and centers of influence.
You get systematic processes, including sample scripts that you can use immediately!
MARKETING & TECHNOLOGICAL TOOLS
…my hidden tips and tricks…
I share with you the marketing and technological tools I use to make day-to-day business easier – you’ll save so much time by using these levers!
You get systematic processes, including sample copy that you can use immediately!
BECOME UN.SHA.KA.BLE
…in order to reach a whole new level of success and accomplishment…
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Enter your name and email address so you don’t miss anything!
Your role is not just to give advice; your role is to be the leader your clients and potential clients need in order to realize their most cherished dreams…
This program is a leadership opportunity, an opportunity to position yourself as the trusted advisor to your clients, prospects and centers of influence. People need it so badly, now more than ever…So go ahead, join me.
…I can guarantee that your business practice (and your life) will never be the same afterwards…
BECOME UN.SHA.KA.BLE
…in order to reach a whole new level of success and accomplishment…
WHAT PEOPLE SAY ABOUT THE PROGRAM
Free yourself from the burden in which you unconsciously lock yourself
After 25 years of experience, I had the false impression that I had covered all the topics and had reached the peak of my expertise.
However, I was pleasantly surprised by the relevance of Sara’s words, even though I must admit that, I had already read or heard the topics discussed. Something clicked for me and I got on board immediately, because changing just one thing in your practice can make a big difference.
In addition, by having the opportunity to share with different people, a dynamic is established thanks to the contribution of points of view different from mine.
This is why I highly recommend Sara’s program, which will push you to free yourself from the burden in which you unconsciously lock yourself!
Nathalie Chalifoux
Division Director
Better understand your business practice in order to align your efforts and resources.
The online coaching I received from you was very beneficial in that it allowed me to better understand my business so that I could align my efforts and deploy my resources effectively. The program is a very profitable investment for financial advisors seeking to improve their skills.
Thank you very much!
Marco Moretti
Financial Security Advisor
UNSHAKABLE exceeded my expectations
I had been looking for coaching for a long time to help me take my business to the next level and stop being stuck at the same level, but it was hard to find someone I could trust through all the noise on the market today. What convinced me to embark on the adventure with Sara was the depth of her content. The UNSHAKABLE program has exceeded my expectations.
In summary, the UNSHAKABLE program has helped me take time out of my busy schedule to work ON my business, guided by clear processes and effective tools. I now have an action plan that allows me to make concrete progress each week towards my goals by focusing on my real priorities. In addition, the training component on entrepreneurial skills and mindset has certainly saved me years of hard learning. I feel energized!
Eliane Truchon
Tax Expert for UHNW clients
One of the best investments I’ve ever made!
In order to evolve my business, and step into the next version of myself with my team, it’s one of the best investments I’ve ever made!
Questioning oneself, taking a step back, reflecting, discussing, challenging oneself, writing, diving. The Unshakable program is all about that. Sara is there throughout, available and generous.
It’s a process and a commitment you make to yourself and your business. Of course, the process requires time and introspection, but the effects of going through this rigorous and structured process are incredible!
The result? I felt an increased solidity, a real focus, a renewed energy at work, both for myself and for my team. We are once again in a position to project ourselves into the future. We are revived and delighted!
Pascale Imbeau
Investment Advisor
WOW, what a great decision and LIFE experience!
I am very happy to have taken this decision during the COVID, to live a different and unique experience… remote coaching. Whew, I am very connected with the human; the virtual is not my strength. However, after these beautiful weeks, I can confirm that the experience was magical and very enriching with the group that we were.
Sara made me realize, to follow our desires and to create what we want in life because everything is POSSIBLE!
I sincerely recommend this training because you will live a unique and different experience focused on human relationships despite the distance.
Thanks to you Sara.
Martin Girard
Financial Security Advisor
The UN.SHA.KA.BLE experience was truly UN.SHA.KA.BLE in every way
I had just left a great team. I wanted to take my business “to another level”, a business that reflects who I am, but where to start? Where to put my priorities? What to do? When to do it? I needed a direction, a framework.
The UN.SHA.KA.BLE experience was truly UN.SHA.KA.BLE in every way.
I discovered an UNSHAKABLE coach. It’s crazy the energy you have and give off. We have no choice but to follow you. 😊
The course was above my expectations
The guests were amazing
The group was amazing
It just went by too fast
I leave this training equipped, confident and most importantly with a clear vision for my business.
Thanks to you Sara.
Glenn Losier, Pl. Fin.
Investment Advisor
I recommend this program to any serious, motivated professional who wants to achieve their goals.
This program, with Sara, has allowed me to become concretely aware of the challenges I have in front of me, and to better understand how to overcome them! I am convinced that this program will allow me to reach my goals faster and more efficiently. Thank you Sara!
Olivier Jardret
Financial Security Advisor
Everything is possible!
Thank you Sara, the Unshakable program was a very enriching experience for my business and me. Your experience, your listening and your advice have allowed me to believe that everything is possible and it’s with simplicity and pleasure that I want to give myself this freedom to take my business where I wish.
Chantal Vachon
Founder and president of Chantal Vachon Financial Services Inc.
A program that brings us something concrete
Being specialized in our field, the terms and examples are easily applicable to my situation.
Jérôme Lévesque
Mutual fund representative
OTHER SUCCESS STORIES
Finally, a relaxing vacation!
This summer for my 3 week summer vacation (which still brought me some concerns) for the first time I really had a sense of accomplishment, and most importantly, I felt like I had managed to get all the necessary priorities done and then some before I left. Results… a much more relaxed and restful vacation!
Caroline Tranchemontagne
Investment Advisor
A gradual approach for consistent progress
Too often coaches bombard you with numerous ideas but there are too many of them and they lack structure. Your process enabled us to make small changes every month without feeling overwhelmed. There is a great quote by Voltaire that goes along the lines that perfection is attained by slow degrees and that it requires the hand of time. Most coaches don’t get that, you do.
Louis-Philippe Barrette
Vice President, Portfolio Manager
I recommend her to anyone who wants to succeed or get to the next level
Sara has a clear vision of how a financial advisor should develop and manage their practice effectively. She is also an excellent coach in terms of approach, follow-up and generating new ideas. I recommend her to anyone who wants to succeed or get to the next level.
Jean-François Richard, EMBA
Vice President and Regional Director/South Shore Region, National Bank Financial, Private Group
Energy and Focus!
Sara’s clear vision helps me better define my practice, improve my client service and prospect more effectively.
Marc Dubuc, CPA,CGA CFA
Vice President – National Bank Financial
PARTICIPANTS’ FEEDBACK
« Pushes us to think more deeply about the service we want to provide with concrete tools to use quickly. I felt challenged and it allows me to surpass myself. »
« I loved it! Your energy and candor are motivating! »
« A clearer vision and the motivation to surpass myself and especially to take action. »
« Thank you very much Sara for this great program!!! Your energy, passion and experience helped and motivated me a lot! My business will take a new momentum thanks to you! :) »
BECOME UN.SHA.KA.BLE
…in order to reach a whole new level of success and accomplishment…
FREQUENTLY ASKED QUESTIONS
Who is the program for?
The program is designed for:
- Established service-based entrepreneurs
- Advisors who are tired of having the whole business on their shoulders
- Leaders who want a business practice that runs like a business
- Leaders who want to take their business, and most importantly, their team to another level
- Change agents who want to make a difference in the lives of their clients
- Entrepreneurs with a mission to make our world a better world
Your role is not limited to providing advice and expertise; your role is to be the leader that your clients and potential clients need in order to be able to achieve their dreams …
This program is a leadership opportunity, an opportunity to position yourself as the trusted advisor to your clients, potential clients and centers of influence.
Why choose me as a Strategist and Coach?
First, I’m a full-fledged entrepreneur, so the strategies proposed are based on real life, and the concrete challenges of owning and running a business. The tools shared have been tried and tested for years.
#2 There’s no pie in the sky talk. My coaching philosophy is clear: ideas are good, action is better. Everything I do is structured to get you moving quickly, while being aligned with your intentions.
#3 You’ll have a great time working with me 🙂 We work strenuously together, and we transform your way of thinking, acting, and reacting, but that’s not to say we don’t have fun. Life’s too short to do otherwise.
#4. You may have noticed, there’s no false modesty here. I’m confident, fulfilled and caring, and that rubs off when working with me!
How is the program structured exactly?
Weekly 60-to-90-minute workshops via Zoom. Warning: I sometimes overflow, so don’t book appointments and leave a buffer!
Each week focuses on a unique aspect of our mindset – what blocks us, why we sabotage ourselves, strategies for maintaining an exponential mindset over the long term, etc. During each workshop, you’ll be guided through an interactive lecture, engage in exercises and can ask questions. Recordings of each session will also be available within 24-36 hours of the workshop.
Where can I ask questions during the program and who will answer them?
I’ll answer all your questions! Plus, there are also the other members of the cohort. That’s the beauty and value of a collective brain. In our private group, you can post all your questions or queries. I’ll answer them directly in the comments or by video.
