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CLOSED TO NEW STUDENTS - Increase Profits by Adding Corporate Wellness Programs to Your Financial Coaching Business
What is a Corporate Wellness Program
Welcome! (3:28)
Know the Key Players in the Corporate Wellness World (22:09)
Learn How to Market to the Key Players (21:56)
Find Key Players Through an Easy LinkedIn Boolean Search (8:00)
Let's Recap: Key Players
Your First Action Step!
Explore Possibilities For Your Financial Wellness Program
What is Working in Financial Education
Know Your Competition (34:18)
Developing Your Niche within a Niche
What Can You Offer in Your Program? (23:45)
Let's Recap: Who Will You Serve?
Take Action Now!
Land Your First Corporate Financial Wellness Gig
My Advice on Networking (5:26)
Getting Your Name Out There: Speaking, Sponsoring & Health Fairs (23:39)
Referral and Re-seller Partnerships
Case Study #1 - County Government (6:31)
Case Study #2 - Hospital (4:36)
Finding Your First Client
Take Action Now!
How to Build an Effective Workshop
Introduction to Building Workshops & Pricing Your Services (2:20)
How to Build an Engaging Workshop
Use These Workshop Samples to Get Started
Pricing Your Programs and Services (21:22)
Case Study #3 - Manufacturing Company (5:41)
Case Study #4 - Credit Union Support Services Company (5:35)
Take Action Now: Outline Your First Workshop
Operating Your Financial Wellness Business
It's All About Finding New Clients - Our Five-step Marketing Plan
Using Video Training to Get Your Foot in the Door (14:06)
Tools of the Trade
Overcoming Your Fear of Speaking in the Workplace (4:20)
Update Your Website: Let Companies Know You Are In the Financial Wellness Business (10:33)
Schedule Your 1-hour consultation with Shane
Exit Interview with Shane: Your Questions and Feedback
Teach online with
Your First Action Step!
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