Let's first start by saying YOU'RE NOT ALONE -- if you work for a financial advisor, financial planner, insurance agent or entrepreneur we get it and we mean all of it. The constant interruptions, messes to clean-up, everything being a priority all with very little guidance. Imagine a world where the advisor is busy all day and you're left to manage the office according to a system and process that works for everyone.

For help with the back-office, click here http://www.gettingyouinthegroove.com/public/images/FoundationWebPDF.pdf

For help with client relationship building, click here http://www.gettingyouinthegroove.com/public/images/ClientConnectionWeb.pdf

Here are few issues we help address:

1. Lack of Training
2. Constant Interruptions
3. High Turnover Rates
4. No Set Reviews or Raises
5. EVERYTHING is a Priority
6. Never-Ending Change
7. Insanely Fast-Paced
8. Angry Clients
9. Unsure of Compliance Rules
10. Lacking the Ability to Read Minds
11. Sometimes Feel Like a Warm Body in a Chair
12. No Think or Quiet Time
13. Lack of Systems
14. Overworked
15. The Only Light at the End of the Tunnel Happens to be a Train

Get In The Groove is designed for Advisors/Agents AND their Assistants. So many programs are developed solely for the advisor which leaves the assistant sitting at their desk with a binder full of ideas and the instructions to implement everything the advisor just learned. In addition, you're trying to run the office, manage the advisor and keep all the clients happy. Well we're here to help -- with everything! Whether you need basic training regarding products, applications and transfers or help holding the advisor accountable and not changing the plan every week, we can do it together. Here's our two main platforms.

The Foundation: Ideal for those who find their advisor meddling in the everyday operations of the business -- checking email and voicemail instead of prospecting, interrupting you when they need something or have a new idea, forgetting what they told you to do yesterday and want something else now. Of course we'll work together to create systems, procedures and organization for your office -- everything from appointment preparation to cleaning up the database/CRM to sample documents, letter and invitations you can use right now. For more information click here http://www.gettingyouinthegroove.com/public/images/FoundationWebPDF.pdf

The Client Connection: Not too many advisors and agents fall right into this category but it has happened before! This is a turn-key program that helps you help the advisor stay in front of their clients consistently in an effective, easy to use program. We do all the hard work -- all you have to do is mail merge, complete a few sections or plan the party or event with our easy to follow checklist. In order to get the maximum results from this program, the office should be running smoothly and the database/CRM should 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