The Program

How does it work?

Sustainable Growth is a ten-month program. We believe that coaching or consulting should not be open-ended. Your job is to get your business on a profitable “Sustainable Growth Curve”.  You need to learn some new processes and approaches, develop and implement what is right for your business.

“Advisors tend to over-complicate their businesses. The first step in building a sustainable growth business is to simplify your business model. Once this has been achieved, you can start building a business that will produce the results you want.

Deadlines are important. A deadline is the difference between a goal and a dream. By dedicating time every two weeks to meet and discuss new concepts and complete assignments, you will transform your business and become more efficient and productive. Our process allows you to work on your business – systematically, to achieve these results. A lot can be accomplished in ten months.” – Bob Simpson

Your Sustainable Growth Focus Group will meet at pre-determined times – same time every two weeks. Meetings are 90 minutes in duration and are very interactive. Each meeting has a theme and concepts are presented and discussed. Between meetings you will complete assignments relating to the material covered in the meeting. During meetings, the previous meeting’s assignment will be discussed for the first half of the meeting and new material in the second half.

Additionally, each team will receive two one-hour meetings to discuss issues that are unique to them or to focus on specific problems or frustrations. Session 16 is a one-on-one meeting that addresses personal performance of the lead advisor.