Products

This investment combines personal coaching, daily email correspondence, video guidance with best practices for prospecting, and access to SirCoach Connect; a proprietary online system created specifically to help you identify and track your goals. It also includes David's inspiring book Boot Camp for Financial Advisors, and workbooks containing comprehensive flow diagrams designed to help you create a more effective marketing plan and contact strategy.

Please call our office for a free consultation: (732) 333-0673

Our more cost effective self-guided training program gives you the opportunity to experience everything Boot Camp has to offer minus personal coaching and SirCoach Connect. It includes motivational DVDs with best practices for prospecting, David's inspiring book Boot Camp for Financial Advisors, and workbooks containing comprehensive flow diagrams designed to help you create a more effective marketing plan and contact strategy.

Please call our office for a free consultation: (732) 333-0673

David Clemenko's first book in a series. This book incites, motivates, and inspires. It combines empowering stories from David's life with tactics and tips which will help you uncover your true potential.

If you're ordering over 10 books, please call our office for bulk pricing:
(732) 333-0673

The Marketing Suite, combined into one book, contains our workbook, marketing plan, and contact strategy. These tools are crucial for any Financial Advisor who wants to craft a more meaningful Value Proposition, market more effectively, and implement a functional contact strategy.

If you're ordering over 10 suites, please call our office for bulk pricing:
(732) 333-0673

Motivate yourself and everyone around you with this comfortable hoodie!

Motivate yourself and everyone around you with this inspirational tee!

With this $400.00 investment, you have access to our Executive Writing Staff. At SirCoach, we are master communicators who help financial advisors tell their stories. Are you making the right impression on your target audience? Using our unique techniques, we capture and bring out your value. We can create flawless and powerful marketing statements for each of your niche markets. Additionally, we build business appropriate social networking profiles for your LinkedIn, Twitter, and Facebook. We have helped hundreds of financial advisors showcase what they do, who they are, and what makes them different.

This service is included in Boot Camp for Financial Advisors: The 90 Day
Training Program.

Please call our office for a free consultation: (732) 333-0673

These foil stamped folders, presentation covers, and note cards give your marketing materials a professional look and feel. Order these to add sophistication and class to your follow ups.

When you purchase this set the SirCoach team will reach out to you personally via phone and email to customize these products to your specification. You will receive initial proof copies of each to approve. The package includes 100 personalized folders, note cards, and presentation covers.

Please call our office for a free consultation: (732) 333-0673

In any sales industry it is important to let your clients and prospects know you always have their interests on your mind! Send one of these as a pre-meeting touch to get them thinking about what they'd like to fill the box with. Send it after a meeting when you've filled in the box with goals your client or prospect spoke about. Let them know you want to take care of their assets.

Your Premiere Concierge Service! For a $500.00* monthly investment, a member of the SirCoach staff becomes your personal marketing expert. When you're finished speaking with a client or prospect, call us. We keep track of your clients and prospects so you can focus on growing your business! We send thoughtful gifts and follow-up cards that help you build deeper connections and long-lasting relationships. We mimic your handwriting and style to the best of our abilities so each follow-up has the personal "Bam! That's a Contact" touch we're famous for. At the end of each month, we send you reporting with detailed profiles of your clients and an itemized account of what was sent to each one.

*You are responsible for the cost of all print materials, media costs, and shipping costs.

We Provide:
-An in depth phone consultation to assess your needs and find the best solutions.

-Professional note cards that we create, stock, and mail for you; we can also stock and mail any other personal marketing materials.

-A defined follow up process executed by our meticulous, quality conscious marketing staff. Each month, we send out 15 personalized gifts with handwritten note cards, and an additional 15 handwritten note cards (please provide a sample of your handwriting so we can mimic to the best of our abilities).

-A detailed spreadsheet that contains client profiles and tracks the dates we send out gifts, note cards, or marketing materials.

Please call our office for a free consultation: (732) 333-0673