Sales and Professional Development Coaching Program
Unlock your potential as a financial advisor with our cutting-edge coaching program, designed to help you thrive in every stage of your career.
Whether you're looking to establish yourself in the profession, break through a sales plateau, or achieve exponential growth, this program offers the tools, strategies, and personalized guidance you need to succeed.
Learn to streamline your processes, master client acquisition, and develop a growth mindset to elevate your business to new heights.
Join a community of driven professionals and take the first step toward transforming your career and creating extraordinary results in the financial advisory space!
Your Roadmap to Success
Step One: Preliminary Conversation
30 minutes- free
- A free initial consultation to discuss your goals, expectations, and desired outcomes for the coaching program.
- Overview of the program’s structure, timeline, and objectives.
- Clear agreement on the financial terms, ground rules, and how the process will work.
Step Two: Pre-Coaching Questionnaire
$50 USD
Completion of a detailed Pre-Coaching Questionnaire, designed to evaluate the your current strengths, weaknesses, and areas for improvement.
The questionnaire will focus on:
- Sales Skills Assessment: Identifying current sales abilities and challenges.
- Goals and Priorities: Long-term and short-term professional objectives.
- Business and Market Awareness: Understanding client’s market knowledge and competitive positioning.
- Time and Activity Management: Evaluating current productivity and organizational strategies.
- Sales Process Expertise: Reviewing client’s understanding of and adherence to sales processes.
Step Three: First Formal Meeting & Analysis of Questionnaire
60 minutes- $120 USD
Review and analyze the Pre-Coaching Questionnaire together.
Establish clear objectives for the coaching program, focusing on the Four Core Quadrants of Professional Sales Success:
- Professional Sales Skills
- Business Management and Market Development
- Activity and Time Management
- Mastering the Sales Process
Develop a roadmap for achieving these objectives, tailored specifically to the client’s needs.
Step Four: Coaching Sessions – Focus on the Four Quadrants
8 x 30-minute coaching sessions
(1 session every 2 weeks over 4 month)
$60 USD per session (total: $480 USD)
Each session will focus on one or more of the Four Core Quadrants, including actionable strategies to improve performance:
Professional Sales Skills:
- Building rapport and active listening skills.
- Overcoming objections and mastering the art of closing.
Business Management and Market Development:
- Identifying growth opportunities and niche markets.
- Creating a competitive edge and value propositions.
Activity and Time Management:
- Prioritizing daily, weekly, and monthly activities for maximum productivity.
- Tracking progress and using tools to manage tasks effectively.
Mastering the Sales Process:
- Understanding the buyer journey and aligning sales strategies.
- Implementing a consistent step-by-step sales framework.
Coaching will include practical exercises, goal-setting, and accountability to ensure progress.
Step Five: Continued Support and Advanced Strategies
8 x 30-minute coaching sessions
(1 session every 2 weeks over 4 month)
$60 USD per session (total: $480 USD)
Advanced-level coaching to deepen skills in the Four Core Quadrants:
- Fine-tuning sales techniques and strategies.
- Identifying and resolving recurring challenges.
- Advanced market analysis and long-term business planning.
- Sessions will focus on refining and sustaining progress, ensuring goals are met and habits are fully ingrained.
Step Six (Optional): Ongoing Coaching
30-minute coaching sessions
$60 USD per session
- If additional support is required after the program, clients may choose to continue coaching on a month-by-month basis.
- These sessions will address emerging challenges, opportunities, and fine-tuning strategies.
PROGRAM SUMMARY
This coaching program is designed to elevate the client’s professional performance by addressing key areas of sales, business management, and productivity. By focusing on the Four Core Quadrants, clients will gain the knowledge, tools, and accountability to achieve sustainable success in their careers.
Transform Your Career with James M. Heidema’s Proven Coaching Program
Are you ready to take your sales career to the next level? Do you want to excel in business management, market development, and sales processes?
Look no further than James M. Heidema, a globally recognized expert in professional sales, business consulting, and personal coaching.
With over 35 years of experience, James has trained and coached more than 175,000 individuals across 55% of the world's countries, helping them achieve their goals in sales, financial services, and leadership.
As an international best-selling author with 11 books translated into 11 languages, James brings a wealth of knowledge and a dedication to helping professionals succeed.
Why Choose James M. Heidema?
James is not just a coach – he’s a mentor, leader, and motivator passionate about empowering professionals to reach their full potential.
He offers more than just advice; he provides practical solutions tailored to your unique challenges and goals.
Here’s what makes James the perfect coach for you:
Unparalleled Expertise
With decades of hands-on experience in sales, leadership, and coaching, James provides actionable insights that deliver real results.
A Global Perspective
Having worked with thousands of individuals worldwide, James understands the diverse challenges professionals face and offers strategies that work across industries and cultures.
A Personal Touch:
James is passionate about helping others succeed. His coaching sessions are not only engaging but also deeply personalized to your needs.
Proven Results
James has helped sales professionals, managers, and financial advisors achieve extraordinary growth in their careers, doubling performance year after year.
TESTIMONIALS
“James is the most influential person I’ve ever met and the best coach I’ve worked with. His dedication and knowledge are unmatched. Without him, I would not be where I am today."
“James has been instrumental in helping me achieve both my personal and professional goals. He has provided me with new perspectives and tools that have had a profound impact on my team’s performance as well as my own.”
“James’ guidance doubled my results year after year. His encouragement and advice kept me in the business and helped me grow beyond what I thought possible.”
PROGRAM FEES
Fees for coaching sessions will need to be pre-paid in advance of sessions happening. In other words, the participant in the program must maintain a positive balance in their account with James Heidema Consulting.
Basic Program
Steps One to Five: $1,080 USD (plus applicable taxes)
Optional Program
Step Six: $60 USD per session as needed.
DELIVERY FORMAT
1.
Coaching Sessions
Sessions delivered via Zoom, phone, or in-person (if applicable).
2.
Support
Email or text support for quick questions between sessions.
3.
Resources
Access to supplemental resources, guides, and templates provided throughout the program.
Book Your FREE 30 minute Preliminary Conversation NOW!
More Reasons to Work with James
JAMES OFFERS
PRACTICAL ADVICE
He offers practical advice on what to do and say in any sales situation, tailored specifically to your industry and role.
James is
A BEST SELLING AUTHOR
James is the author of several acclaimed books, including “The Passionate Salesperson”, “Mastering the Sales Game,” and “The Passionate Pathway” – all highly praised resources for sales professionals.
“Mastering the Sales Game-Thriving in a Complicated World” achieved #1 Best Seller on Amazon.com
YOU GET
ONLINE RESOURSES
With access to online resources, webinars, and exclusive tools, James equips you with everything you need to thrive in today’s competitive market.
Your Success Starts Here
With James M. Heidema, you’ll learn more than just how to sell – you’ll learn how to thrive.
By mastering professional sales, business management, and personal productivity, you’ll gain the confidence and skills to achieve your full potential.
Take the first step today.
Contact James M. Heidema to schedule your free preliminary conversation and begin the journey toward transforming your career.
Your success is waiting. Let James guide you there.
