Session 4 of 8 with 2 Financial Coaches: The Signature Program!

In the last session of this 8-session consultation where I
help two financial coaches Get Clients With a Signature
Program that Sells AND Transforms
, I saw what M&M’s
“brand concept”
could be—a teaching point that would
differentiate them from every other financial coach (and
everyone period, actually). It was a 3-phase ineffective
communication cycle that was the root cause of financial
trouble
for couples who’d been married over eight years.

In this 4th session, we dive very deeply into their signature
seminar event. In fact, I create, point-by-point, M&M’s entire
90-minute portal seminar, using the “Transformation Arc,”
where the couples experience the “ick” they’ve been wading
through for years—an essential part of transformation. We
entitle the program, Feast or Famine: Breaking a Couple’s
Secret Cycle of Financial Breakdown.

In this session, I teach M&M the transformational coaching
tool
I used to use with my clients when I was a personal
growth coach to shift them immediately from one fixed way
of thinking to a completely new, empowered one. This, of
course, is necessary for couples who have been cycling
through these 3 phases of ineffective communication: they
have been rooted in one way of thinking—for instance, the
thought that my spouse will kill me if tell him I just spent
$900 on the kids’ clothes—and must move into another one
that is just as true, but far healthier for the family and their
financial future.

So, in this transformational seminar, not only do M&M teach
the couples what the 3-phase communication cycle is–
creating an awareness they will never be able to forget– but
also how to get out of it, by using this coaching tool to instantly
“boot” them into new beliefs about communicating with
their spouse.

Once the couple moves through this transformation tool,
they can never go back to the Feast or Famine Communi-
cation Cycle. They’ve been changed forever. Armed
now with tools for changing how they communicate, their
couples are ready to look at the next cause of their financial
struggles: budgeting and reducing debt.

Believe it or not, we accomplish the design of their program
quite quickly in this session (I’ve had tons of experience!)
and move on to some very practical issues, namely how to
repurpose” the teaching concept in this portal
program
. “This teaching should be in everything you do,”
I tell M&M. Breaking the Secret Cycle of Financial Breakdown
should be the topic of their opt-in report, what their YouTube
videos, ebook, articles, blog posts—all of their marketing and
promotional material—should focus on. This is why I call it a
“brand concept.” And we spend some time detailing what those
items will be.

So what about you? Do you have a single, powerful
teaching concept
that could become your brand? Have you
given thought to your signature program—and what the root
cause of your market’s main problem is?

Remember, next Tuesday, October 19th, you can
eavesdrop-in on all of these sessions when I release
the 8-Session CD set. Hear every juicy detail!

Session 3 of 8 With 2 Financial Coaches Who Want More Clients

In my third session with M&M, we delve very specifically
into the topic for their “portal,” signature program. In order
for this seminar to be Brain-Sticky, it must solve their market’s
biggest problem—based on our work on their “Trigger Event.”
The couples M&M serve, and want to serve more, bring in a
decent income; income is not their problem. Their problem is
that despite good income, they keep coming up short every
month. They have nothing to show for the hard work and
respectable salary. And from the Trigger Event exercise, we
realize that the husband most commonly blames the wife
for spending too much each month. He’s said it before, but
is never heard. The wife believes wholeheartedly that what
she purchases is necessary. Then, we uncovered that perhaps
the husband is making purchases that aren’t showing up on
the credit card—secret purchases.

I ask M&M, what is the bottleneck problem? If it were removed,
everything else would flow? We bandy about some ideas, but
then recognize that the essential issue, the one that must be
removed before the subject of budgeting or debt reduction
can be addressed, is ineffective communication between
the spouses. If that were cleared up, their money struggles
would disappear because they could actually work on them
together, instead of from opposite sides of the ring.

Well, “communication” needs to be defined and pulled apart.
We spend a good portion of this session determining what
kind of communication is going on, no matter how ineffective.
And with some hair-splitting analytical questions from me,
I begin to help them form what will become the cornerstone
of their teaching concept. We determine that there is a
“cycle” that couples go through in communicating (which
includes not communicating) about money in particular.
It is a 3-phase cycle that is predictable and very common. I
said to them during this session, “If you put a name to this
cycle, you could brand it.” What I would later say is that
“Your entire business can be branded from this ‘teaching
concept.’ I call that a brand concept”—a unique, differenti-
ating teaching idea you can be known for. (see earlier post.)

Once we had this 3-phase ineffective communication
cycle
, we looked at the “objective” for their portal seminar
and decided it was, “to give couples the tools to alter this
cycle forever, so that they can begin a life of financial ease.”

It follows, naturally, that the free portal seminar would
provide those tools. So, next we needed to determine what
the tools are that would break this cycle, and how would
we move the audience through them to a powerful shift?

This would be, as you can see, a transformational seminar.
Not merely an informational one. And this is the secret, I
believe, to the “new age” upon us: to create transformation
in any audience, on any topic, even one as—at first blush—
boring as finances.

Come back tomorrow because session 4 is the most GOLDEN
session of all 8! We plan their 90-minute transformational
portal seminar. See you then!

And remember…Tuesday is the release of the 8 CD set of
these 8 sessions with M&M!

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