START OF 2023 HDP COACHING GROUP
Creating Purpose Statements –Virtual Coaching Session Lab (2 days) Time: 9:30am - 4:30pm CT
Transformation does not come from doing things bigger, better, faster, or doing more of it. Transformation comes from starting from a different place.[1]
Heritage Design and the Heritage Design Professional™ Coaching Program start from a different place. It will give you the tools, skills, competencies, and practice that leads to the confidence necessary to achieve your desired outcomes and the outcomes of your clients and their families.
This coaching program is for successful professionals who desire to take their practice and their donor/client relationships to the next level. For many professionals, the “next level” means increasing their profits or philanthropic gifts, increasing their retention, and/or working with higher net worth families.
When you ask donors/clients what they want for themselves and their families, many describe their desire for confidence in their own lives, that their family thrives together for multiple generations, and that each successive generation to be prepared for the inheritances they will receive. Unfortunately, research shows (and our experience confirms) that only 10% of families attain those desired outcomes, despite quality financial and estate planning.
Helping your donors and clients (and their families) attain their desired outcomes builds a unique bond between you and your donors and clients because it gives them what they are looking for/demanding. It also increases your profits or philanthropic gifts, your retention, and the number of quality introductions you receive from your current relationships.
Our most active Members say the training they received through this Coaching Program has:
§ Distinguished them from their competition,
§ Increased their profits, retention, and engagements of new “A” donors/clients,
§ Equipped them to build deeper relationships,
§ Created multi-generational engagements, and
§ Increased philanthropic gifts or the value of their practice.
[1] Carter, Doug. Clients Forever. McGraw-Hill. 2003