Payment Terms:
Contact us for pricing. The Trusted Advisor program is 6 months
duration. Fees are payable in advance each month; a 10% discount is
available for payment of the 6-month long program in advance.
For a limited
time, new Trusted Advisor program members will get a 7th
month free if they pay for the full 6 month program in advance.
Other Terms:
Calls will
normally be returned within 3 business hours; e-mails will be responded
to the same day
Faxes, mail,
e-mailed documents, etc., will be reviewed and commented on within a
24-hour period.
This program is
not offered in lieu of our normal consulting work. For example, a
program participant may want something reviewed and commented on—that is
within the bounds of this program. However, if the participant wants
something created, that request is beyond the scope of this Trusted
Advisor program. Also, there may come a time when the client requests a
face-to-face meeting to assist with a challenge—this, too, is beyond the
scope of this program.
Getting Started
We need to know
about your current situation as well as your goals and your expectations
from working with us in the Trusted Advisor program.
If we can help, we
will then determine when we can start the process with you. Once
payment is made (either by wire transfer or credit card), your Trusted
Advisor program can commence.
Frequently
Asked Questions
Is there a rigorous structure to the Trusted Advisor program?
There is no rigid,
formulaic program approach. We want to get from point A to point B as
quickly as possible. As issues come up, I want you to raise them as
quickly as possible. We want to accelerate results and do what we can
to not introduce any unnecessary delays. My philosophy is the same as
Nike’s: “Do it now.”
We agree on your
objectives and focus the effort around your unique needs. Your time is
important, thus it is critical that we look to find the easiest path to
meeting your objectives.
Too many business
owners try to move forward too many initiatives and fail to see results
of any of them. We work together to identify the critical few
initiatives that will make a dramatic difference in your business. One,
two or three things implemented over a 6-month period can transform a
business if they are the right things.
How much time are you going to spend with me?
The simple answer
is as much time as is needed to identify the strategy or strategies
needed to address the issues we have agreed to tackle and to review your
progress along the way. You are the implementer; I am your advisor
about the strategies and tactics and review your implementation of those
ideas.
What return-on-investment (ROI) can I expect?
ROI is dependent
on the issues we jointly tackle and the potential behind those issues.
I can imagine business owners getting a 5:1, 10:1 or even a 100:1
return. Most look at ROI as having a one year timeframe though that is
not always appropriate. Total ROI doesn’t have a time-frame—one proven
strategy or idea can generate results for many, many years. Some
outcomes may result in a qualitative (rather than quantitative) ROI.
Be aware that ROI
is dependent on the business owner taking action, action that I can’t
control. If the business owner never implements any ideas, they won’t
see an ROI. That happens more than you know. No prudent advisor would
ever guarantee an ROI. An advisor can be
an accountability partner to make sure there is no “failure to
implement.”
Why should you invest in a program like this?
You invest in a
program like this because you aren’t experiencing the level of
excitement in your business you would like to.
Your investment
offers the potential to greatly accelerate your company's financial
performance and accelerate the time to realize the improved
financial performance.
Of course, you
certainly can do it on your own. But, will your results meet your needs
and expectations in the timeframe you would like?
How can I be sure the Trusted Advisor program is right for me?
If you are ready
to make a commitment to this program (meaning fully ready and prepared
to sign up for a 6-month program) but need to be sure that this is right
for you, I’m willing to give you a 2-week test drive at no charge.
During this 2 week period, you’ll experience what this program will be
like. I’ll hold back nothing. I simply ask that you not request a
trial period unless you are truly committed to continue working with me
under the program terms when you see that this program will deliver real
value for you.
Is this a one-time program?
I hope you find
this so valuable, that you sign up again and again. Business never
stays in a state of equilibrium for very long. New issues and challenges
continually crop up in a vibrant business.

Contact Us

1+ 888 488 4976 (US & Canada) 1+ 775 722 8230 (International)
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