The Business Growth Coach

As a qualified coach I work with a select number of St James’s Place Partnership Practices, working with them to grow their businesses year on year by developing bespoke strategies so that they move towards being a enterprising professional service wealth management practice and move far away from selling.

Ashley Boroda – St James’s Place Process

  • Questioning technique
  • Dental practice system (check up and treatment)
  • Target markets (specialties)
  • Booking the next appointment at the current meeting
  • Writing more business with existing clients
  • Managing your client list and becoming over-subscribed
  • Menu of services
  • Coaching to help develop professional and person growth
  • iMA – how to handle clients
  • Wealth for life
  • Building the perfect (or near perfect) client list
  • Structured week
  • Introductions (4 ways only)
  • Professional connections (the holy trinity)
  • Daytime meetings (you and clients are at the their best)
  • File reviews (lead by events and a list of what you don’t know)
  • Social pitch
  • Seminars (all asects )
  • Academy strategy
  • Outside set of eyes
  • On going business development
  • The value added strategy
  • Paraplanner plan