PLAN 3: “Becoming a Firm of Distinction"
365-Day Business Assessment and Marketing to the Wealthy Mastermind |
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This 365-day coaching model includes:
1. A weekend marketing retreat beginning on a Friday at 4:00 PM, continuing all day Saturday and concluding Sunday at noon. This retreat will be held in Tampa, Florida with Richard Weylman, your entire team including staff, and a Personal Marketing Coach from Richard's team that he will assign to you.
A. Friday Evening:
i. Meet, greet, define your expectations and expanded vision, codify issues
B. All Day Saturday:
i. Evaluate and assess current marketing versus merchandising mindset
ii. Determine cultural/social differences
iii. Increase understanding of the wealthy and their expectations
iv. Determine the unique value proposition your team delivers to the marketplace
v. Define your service platform
vi. Identify optimum market opportunities
vii. Initial 90-Day Marketing Plan development with Richard Weylman and your
Personal Marketing Coach for execution and transition into a distinctive firm in
your community.
2. Pre-retreat: one (1) hour discovery call session with Richard Weylman and your Personal Marketing Coach.
3. Four (4) strategy calls with Richard Weylman throughout the life of the plan.
4. Development, execution and support of each of your four sequential 90-day marketing plans.
5. A review by Richard Weylman and your Personal Marketing Coach of your four 90-day marketing plans for clarity, congruency and ability to achieve objectives prior to execution, along with written recommendations, suggestions, ideas and insights.
6. Ongoing strategic and tactical support via a series of 23 one-hour call sessions with your Personal Marketing Coach.
The time line of coaching sessions:
Week 1. A one-hour discovery and strategy call with Richard Weylman and one of Richard's certified coaches who is assigned to be your Personal Marketing Coach.
Week 3. A weekend meeting: Friday evening until Sunday at noon in Tampa, Florida with Richard Weylman and your Personal Marketing Coach as well as members of Richard Weylman’s leadership team. Your entire team including direct client support persons and staff must attend.
Week 4. A one-hour tactical call session with your Personal Marketing Coach to finalize the development of an initial 90-day marketing plan.
Week 6. A second one-hour strategic and tactical support call session with your Personal Marketing Coach to address 90-day marketing plan execution tactics and accountability.
Week 8. A third one-hour strategic and tactical support call session with your Personal Marketing Coach to address 90-day marketing plan execution tactics and accountability.
Week 9. A fourth one-hour strategic and tactical support call session with your Personal Marketing Coach to address 90-day marketing plan execution tactics and accountability.
Week 11. A fifth one-hour strategic and tactical support call session with your Personal Marketing Coach to address 90-day marketing plan execution tactics and accountability.
Week 13. A sixth one-hour call with Richard Weylman and your Personal Marketing Coach to identify execution gaps and strategies for your second 90-day marketing plan.
Week 14. Your 90-day marketing plan will be reviewed by Richard Weylman with your Personal Marketing Coach, and written feedback will be provided.
Week 15. A seventh one-hour strategic and tactical support call session with your Personal Marketing Coach to address second 90-day marketing plan execution tactics and accountability.
Week 17. An eighth one-hour tactical call session with your Personal Marketing Coach to finalize the development of your second 90-day marketing plan.
Week 19. A ninth one-hour strategic and tactical support call session with your Personal Marketing Coach to address 90-day marketing plan execution tactics and accountability.
Week 21. A tenth one-hour strategic and tactical support call session with your Personal Marketing Coach to address 90-day marketing plan execution tactics and accountability.
Week 23. An eleventh one-hour tactical call session with your Personal Marketing Coach to finalize the development of your third 90-day marketing plan.
Week 25. A twelfth one-hour call with Richard Weylman and your Personal Marketing Coach to identify execution gaps and strategies for third 90-day marketing plan.
Week 26. Your 90-day marketing plan will be reviewed by Richard Weylman with your Personal Marketing Coach, and written feedback will be provided.
Week 27. A thirteenth one-hour strategic and tactical support call session with your Personal Marketing Coach to address 90-day marketing plan execution tactics and accountability.
Week 28. A fourteenth one-hour strategic and tactical support call session with your Personal Marketing Coach to address 90-day marketing plan execution tactics and accountability.
Week 32. A fifteenth one-hour strategic and tactical support call session with your Personal Marketing Coach to address 90-day marketing plan execution tactics and accountability.
Week 36. A monthly check-call with your Personal Marketing Coach to ensure development and progress of your fourth comprehensive 90-day plan.
Week 37. A one-hour call with Richard Weylman and your Personal Marketing Coach to identify execution gaps and strategies for third 90-day marketing plan.
Week 38. A review by Richard Weylman and your Personal Marketing Coach of your 90-day marketing plan for clarity, congruency and ability to achieve objectives prior to execution, along with written recommendations, suggestions, ideas and insights.
Week 39. One (1) hour execution and gap call with Personal Marketing Coach to ensure progress of your fourth 90-day plan.
Week 44. One (1) hour tactical support call with Personal Marketing Coach to ensure progress of your fourth
90-day plan.
Week 48. One (1) hour tactical support call with Personal Marketing Coach to ensure progress of your fourth 90-day plan.
Week 49. A one-hour call with Richard Weylman and your Personal Marketing Coach to identify execution gaps and strategies for fourth 90-day marketing plan.
Week 50. A review by Richard Weylman and your Personal Marketing Coach of your 90-day marketing plan for clarity, congruency and ability to achieve objectives prior to execution, along with written recommendations, suggestions, ideas and insights.
Week 51. A final check-call with Richard Weylman and Personal Marketing Coach to ensure success. You are now eligible to join Richard's quarterly Mastermind Study Group at the beginning of the next quarter. You are also eligible to join your Personal Marketing Coach's monthly Market Builder study group.
365-Day “Becoming a Firm of Distinction” Coaching Summary
Full weekend: Business Discovery and Planning Retreat with Richard Weylman, his staff and your Personal Marketing Coach.
Six ongoing strategy and support calls with Richard Weylman.
Development of four comprehensive and sequential 90-day marketing plans.
Personal reviews by Richard Weylman and your Personal Marketing Coach of each of your four (4) marketing plans.
Twenty-three tactical support calls with your Personal Marketing Coach.
Eligible for Richard Weylman’s Quarterly Mastermind program.
Plan 3 Tuition-$45,000
Tuition shall be paid in five (5) equal amounts of $9,000, payable as follows: (1) with a signed agreement, (2) at the retreat, (3) at end of week 12, (4) at end of week 18, and (5) at end of week 24.
Note:
We would expect any individual or team who is participating in this coaching process to set high expectations for a business increase. We encourage you to determine your expectations relative to your current income. Most of the time, even a modest 10% increase covers the entire investment for this coaching model.
Q: Why is my administrative support team required to participate in the 365-Day coaching model?
A: Becoming a firm of distinction requires adjusting your marketing service culture, which will impact all members of your team.
Please complete an INQUIRY FORM so we can discuss your Coaching Program requirements.
Click here to view the coaching schedule.
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