By working with you and your assistant, we create systems and processes for everything from answering the phones to dripping informative marketing pieces to your existing clients each month. We personally promise that we can improve your business and your life!

The Foundation Program http://www.gettingyouinthegroove.com/public/images/FoundationWebPDF.pdf

Client Connection Program http://www.gettingyouinthegroove.com/public/images/ClientConnectionWeb.pdf

Here's a few of the things we help address and resolve for the agent/owner:

1. Relief from Running the Office
2. Lack of Results from Employees
3. Not Enough Appointments
4. Frustrated
5. Bombarded with Information
6. Overall Disorganization
7. Few Referrals
8. Inefficient with Time
9. Office "Fires"
10. Tons of Ideas
11. Painful Clients
12. Not a Born Manager
13. Ineffective Marketing
14. Poor Client Relationships
15. Selling the Invisible
16. Missing Goals -- Personal and Business
17. Tough Industry
18. Decreasing Commissions

Depending on where you're at in your practice determines where we can help! Remember, our main goal is to remove you from running and managing the office and transitioning you to what you're supposed to be - a marketing, prospecting and selling advisor (which is what's it all about, right?).

Building the Foundation: Ideal for those who need help getting the advisor or agent out of the everyday office operations. Do you find yourself interrupted all day? Does your staff work hard for you but you feel you're not getting the results you want? Are you talking to "C" clients? Does your staff jump at every new plan, strategy or idea that you mention? Are you enrolled in several coaching and marketing programs but find your implementation and follow-through doesn't allow you to ever finish any of the advice or strategies? If you answered "Yes" to any of these, we recommend you start here. For more information click here http://www.gettingyouinthegroove.com/public/images/FoundationWeb.pdf

Client Connection: Not too many advisors and agents can fall right into this category but we've seen it happen before. This program was developed to build and strengthen your relationship with your existing clients. If you find your office is running smoothly (which normally means you're not running it) but you're lacking referrals or a close connection with your clients, this program is right up your alley! In order to qualify for this program, your database needs to have every client, prospect and center of influence categorized and organized with up-to-date information. For more information click here http://www.gettingyouinthegroove.com/public/images/ClientConnectionWeb.pdf