ROI, ROV, ROR
Have a Bigger Impact with Your Clients Through Clear and Measurable ROI, ROV, and ROR
We measure the Return on Investment (ROI), Return on Value (ROV), and Return on Relationship (ROR) in the following ways:
Emotional Intelligence
We can mathematically measure and maximize thinking with MindScan
Lag, Lead, Lift
Lag is the harvest or end game results; Lead includes what we can do weekly / daily to give us the best chance for harvest, and Lift is what will give us an additional lift to have a bountiful harvest.
Strengths, Weaknesses, Opportunities, and Threats (S.W.O.T.)
This is done as a team to brainstorm the full 360 of your organization
Gap Analysis
On-site one-on-one confidential deep dive
Sweet Spots
Aligning the intersection of your passion, purpose, and profit to create more time, money, and fun
Gamification “3-Second Rule”
Creating fun and competitive games that drive ownership, growth, focus, impact, and results; All players and teams know if they are winning or losing in 3 seconds or less
Key Performance Indicators (KPIs)
Based on your goals, we help you create, set, monitor, and accelerate. KPIs are S.M.A.R.T. - Specific, Measurable, Actionable, Realistic and Time-bound. Examples might be Net Income, Sales, Retention, Clients Acquisition, Favorable Introductions
Values - High-Performance Team Values
Establishes and measures the improvement of your team’s high-performance values
Big Hairy Audacious Goal (BHAG)
Vision: A compelling vision that’s bigger than our past, pulling us into the future
Mission: Our rally cry bringing us boldly into the market to serve our ideal clients
Values: The core pillars that sustain and drive the culture
Virtual Momentum Action Plan (V-MAP)
This is your overall game plan. A one-page business plan that is easy to modify, read, and measure
Financials
Budget and forecast by leveraging best practices to articulate and comprehend your financials
C.O.A.C.H. Huddle
Establishing laser-focused communication with full transparency & honesty, resulting in a high performance culture
WOW Your Ideal Clients
A proven system to consistently WOW your ideal clients and build sustainable relational currency
Increase Favorable Introductions
A time-tested methodology to radically increase favorable introductions by six-fold
Clearly Articulate Your Ideal Clients
Through ProAdvisorDrivers WOW scoring system, clearly articulate, understand, and measure who your ideal clients are
Owners, Leaders, Managers, and Players having more Time, Money, and Fun
ProAdvisorCoach is a co-created, collaborative ecosystem for Advisors, Consultants & Coaches to leverage with executives, leaders, and high-performance teams to consistently win, have fun, and maximize potential. We are 100% scripted and 100% flexible, always keeping the people as our #1 priority over the system.