The Entrepreneurial Journey is a start-to-finish guide to business planning that is both educational and actionable. This ebook explains how to build a customized business plan and incorporates exercises so the reader has actually built his or her plan by the end of the book.

As Norm puts it:
“This ebook builds from where The 8 Best Practices left off. Since my first book came out, our organization has worked with thousands of financial advisors across the globe helping them build their businesses.”

The complexity facing entrepreneurs is staggering. Nowadays, the world’s top advisors are not the world’s best salespeople, or the world’s best marketers, they are the world’s best entrepreneurs. This is my latest book as a handbook to show advisors, and entrepreneurs of all stripes, how to compete in the increasingly complex world of client relationships and business strategy by mastering the art of business. In other words, this book shows the reader how to take the Entrepreneurial Journey.

Purchase Options:

Amazon: physical book
Amazon: eBook for Kindle
Lulu: eBook (ePub for Adobe Digital Editions)

REALIZE YOUR ECONOMIC POTENTIAL

Download this video today and unlock the economic potential in your business. Learn how to increase revenue by adopting an entrepreneurial mindset. With your download, you will receive a BONUS video on How Top Producers Reach their Goals and support materials – workbork, articles, case studies and more!

To adopt an entrepreneurial mindset, you have to think strategically. In our experience there are two types of entrepreneurs:

1. Income Producers
2. Business Builders

Income Producers are motivated to create a business that facilitates the expression of their unique ability. In effect, they are the business. The Income Producer structures the business, consciously or unconsciously, in such as way that the income generated by the business is almost entirely dependent upon the efforts of the entrepreneur. The measure of success for Income Producers is the amount of income they generate.

Business Builders are motivated to create a business that has value greater than the sum of their own efforts and abilities. Business Builders want to grow bigger than their own capabilities. To do so they require an organization.

In the first of a 5-part series, you will learn from The Covenant Group and top producers how to adopt an entrepreneurial Mindset and redefine your business. We want to help you achieve success!

Each Business Builder Module contains video, case studies, exercises, and an easy-to-use workbook to help you think through the principles and implement change in your business.

Note: The Millionaire Advisor video series are offered here as downloadable content, including videos and workbook PDFs. Your online purchases will generate an email that provides you with a unique password to unlock your chosen content soon after payment has been made.

BUILDING YOUR BRAND

Learn how Millionaire Advisors communicate their brand effectively and create distinction in the marketplace. Develop and implement a marketing system that builds your brand in your network and chosen markets. With your download, you will receive a BONUS VIDEO where Top Advisors Share How to Build a Strong Brand and support materials – workbork, articles, case studies and more!

Target addresses your marketing plan and marketing system. Great businesses clearly communicate whom they serve, how they serve and the associated cost of the products and services. The purpose of marketing is to position your products or services favourably in the minds of your intended buyers. It is important to really think about whom you want to serve, how you provide value that separates you from your competition and the fair price for what you offer.

To build a sustainable business, you need to leverage the resources around you to create a strong and distinct brand. Let us help you!

Building your brand in your chosen service market area requires strategic thinking, hard work and the willingness to invest time and money to appeal to the interests of your desired audience. This 2-part video will provide you with the strategies you need to succeed and the support materials to help you invest the time to achieve your objectives.

Each Business Builder Module contains video, case studies, exercises, and an easy-to-use workbook to help you think through the principles and implement change in your business.

Note: The Millionaire Advisor video series are offered here as downloadable content, including videos and workbook PDFs. Your online purchases will generate an email that provides you with a unique password to unlock your chosen content soon after payment has been made.

ESTABLISH TRUST & BUILD LASTING CLIENT RELATIONSHIPS

There is an art and science to attracting the right clients. Great businesses have a simple and compelling message that pervades their marketing, sales and service initiatives. With your download, you will receive a BONUS VIDEO where A Millionaire Advisor Shares his Techniques and support materials – workbork, articles, case studies and more!

We know that people are often judgmental by nature. We form impressions of other people within a few seconds of meeting them and these impressions are long lasting and resistant to change. We also make judgments about products or services in a short time span. These judgments are often shaped by preconceptions and biases. That is why it is important to do whatever you can to persuade people of the value of what you do and your trustworthiness before you meet for the first time. In other words, the more you pre-suade, the easier it is to persuade people of the value you provide.

Engage helps you become the Trusted Advisor your clients want. Do you have an effective dialogue that facilitates and deepens trust with your prospective and existing clients? You need to earn the right to proceed and build commitment to a mutually beneficial relationship. We can show you how!

These videos will help you create your own Client Attraction Conversation. You can see how to take a thoughtful and disciplined approach to establishing trust and earning the right to become your client’s Trusted Advisor.

Each Business Builder Module contains video, case studies, exercises, and an easy-to-use workbook to help you think through the principles and implement change in your business.

Note: The Millionaire Advisor video series are offered here as downloadable content, including videos and workbook PDFs. Your online purchases will generate an email that provides you with a unique password to unlock your chosen content soon after payment has been made.

Earn the right to proceed to higher levels of client commitment. Each action you take as you build the relationship with your prospective client will either foster trust or detract from your relationship. We want to help you build long lasting relationships with your clients and prospects. With your download, you will receive a BONUS VIDEO where 2 Millionaire Advisors Share their Secrests and support materials – workbork, articles, case studies and more!

The purpose of the Commit phase is to affirm commitment from the client to buy your products or services – now and in the years to come. During this phase you are in a dialogue to foster shared understanding.

The purpose of discovery is to listen and learn to determine what is important to the other person, their goals and what is getting in the way of realizing their aspirations. Once you have demonstrated that you truly understand the difference between where people are and where they want to be, you can now prepare and present your solutions.

Each Business Builder Module contains video, case studies, exercises, and an easy-to-use workbook to help you think through the principles and implement change in your business.

Note: The Millionaire Advisor video series are offered here as downloadable content, including videos and workbook PDFs. Your online purchases will generate an email that provides you with a unique password to unlock your chosen content soon after payment has been made.

To maintain relationships we have to work at them. The experience we create for our clients after they buy our products and services determines the amount of repeat business we get and the extent to which our clients become our evangelists – opening the door to introductions, recommendations and referrals.

Successful entrepreneurs understand that they are not just competing with competitors in their industry or sector. Today we are competing against all other products and services. We live in an experience economy; you need to examine the experience you are creating for your clients and whether or not it is unique. The sale to a client is both an ending and a beginning. We help you create the experience clients are looking for and establish an effective marketing mix to engage both clients and prospects. With your download, you will receive a BONUS VIDEO where Advisor of the Year Jim Brogan Reveals his Marketing Mix and support materials – workbork, articles, case studies and more!

This 2-part video will help you succeed at getting more introductions, recommendations and referrals from the people you know. You will learn to create an experience that expands your “relationship equity.” It is possible to grow your business based upon a reputation of service excellence and value-added relationships.

Each Business Builder Module contains video, case studies, exercises, and an easy-to-use workbook to help you think through the principles and implement change in your business.

Note: The Millionaire Advisor video series are offered here as downloadable content, including videos and workbook PDFs. Your online purchases will generate an email that provides you with a unique password to unlock your chosen content soon after payment has been made.

This is the complete series; you can download ALL FIVE VIDEOS, complete with the supporting case studies and workbooks.

• Mindset:
  You will learn to unlock the economic potential in your business. Learn how to adopt an entrepreneurial Mindset and redefine your business to break through ceilings of complexity.
• Target:
  You will learn how to communicate your brand effectively and create distinction in the marketplace. You can learn to develop and implement a marketing system that builds your brand in your network and chosen markets.
• Engage:
  You will learn how to develop meaningful dialogue with your prospective clients. You can see how to take a thoughtful and disciplined approach to establishing trust and earning the right to become your client’s Trusted Advisor.
• Commit:
  You will learn how to build relationships that result in your prospective clients deciding to do business with you. You will learn how to earn the right to proceed to higher levels of client commitment.
• Expand:
  You will learn to create an experience that expands your “relationship equity.” It is possible to grow your business based upon a reputation of service excellence and value-added relationships.

The content is the same as each individual set in the series. The real difference is we are offering you a significant discount when you buy the complete series. This is our way of thanking you for your interest and support.

Thank you!

Note: The Millionaire Advisor video series are offered here as downloadable content, including videos and workbook PDFs. Your online purchases will generate an email that provides you with a unique password to unlock your chosen content soon after payment has been made.