Create DB Plan Client Confidence. Incorporate Proactive Sherpa Guidance.
Stop Selling. People don’t want to be sold. Remove Client Hesitancy.
Start Guiding. People want to be led. Build Client Loyalty.
6 – 14X Your Productivity with Proactive Sherpa Guidance
“Becoming a Financial Guide and Personal CFO to my clients has made all the difference. “
Scott A. Morrow CEA, CLU
/
Owner and Head Guide, Outfitter Financial
Our Beliefs
Financial advice must replicate the confidence of defined benefit plans providing professional management and oversight through guidance, before product solutions.
Firms and advisors that transform their practices into client-centric guides for future confidence, fulfillment and purpose will win and retain clients.
Clients don’t want to be sold. They want to buy if the plan is to achieve their milestone wants, not the goal-induced needs.
What We Do
Our proprietary process trains advisors to act as guides, walking with clients. Holistic life event consultancy models leverage retirement mapping visuals, life stage education and planning anticipating challenges ahead. Want-based milestones and planning mile markers create proactive advisor service and increased client engagement.
We deliver our proprietary process through individual team coaching, stand-alone workshops, and full enterprise programs. The programs are designed with follow-through support by managers or wholesaler/Business Development representatives to ensure advisor guidance evolution.
The results of loyal, engaged, inspired clients through proactive, productive, valued advisors set up the relationship for more planning and yes, increased sales.
Jim Lyons, Lead Guide
“Write This Down“
“Improve Client Trust and Experience with Proactive Sherpa Guidance
and 6-14X your servicing productivity. “
For over 20 years, Jim has been building and coaching advisors evolving retirement and holistic
advice.
Working with advisors and firms on the risk and wealth sides of the street, Jim has re-shaped holistic advice delivery, grown sales across Canada.
20 Plus
Years
Evolving Holistic advice
Evolving advice from sales-driven models to planning beyond product for family, business and community.
40,000
Advisors
Presentations, Workshops, Coaching
Taking wealth or risk-focused businesses toward holistic client-centric models.
$3 Billion
Sales
Sales lift
Planning focused on client L-T confidence and want-driven milestones produces engaged clients and increased sales.
Our Journey to Sherpa
Keynote Speaking
Presentations on the topics of evolving advice beyond product sales toward guide mode in the consumer era.
Group Workshops/ Programs
Workshops and full enterprise programs from Financial Guide skills to full Sales to Sherpa transformation.
Team Coaching
Our Trek To Sherpa 8-step process sets KPIs, runs a holistic scope and evolves the practice to full Sherpa guidance for clients.
Looking for guidance?
Want to tune up your business for the Consumer Era?
8 Steps From Sales To Sherpa.
Our structured ascent to Sherpa Guidance, Walking With Clients.
❞
Jim’s approach to client relationships through Guidance with holistic advice allows us to highlight our strategic planned giving focus, and creates significance for our clients.
Sisi Chakrabarti
Managing Partner
❞
We, your clients, don’t want a product salesperson. We want service. Jim’s focus on client advocacy and his Retirement Mountain visuals support a “Richly Imagined Future.”
❞
Nice to see refreshing thoughts about current behaviour that isn’t stuck in the product sales world of the past. The Humanist side of advice is increasingly important. People need this Jim.
Jeff Holtzman
VP, Sales
QFS MGA
Our Proprietary Programs
Prep To Sherpa Consultation
90-minute virtual intro session to prepare your business for Sherpa Guidance relationships.
Be A Sherpa Presentations
Keynote Speaking on evolving from Sales Planning to Financial Guidance.
Sherpa Skills Workshops
Standalone workshops on Holistic guidance; designed for your Holistic scope.
Sales/Route to Sherpa Programs
Enterprise programs for full evolution from sales planning to Guidance advice.
Trek to Sherpa Coaching
8-session coaching program to evolve an individual advisor team to Guidance.
Sherpa Maintenance
Additional maintenance programs to ensure advisor follow-through for KPI execution.
Frequently Asked Questions
“This is the Good Stuff,
Write This Down “
Why LYONSCRAFT CONSULTING?
We are purpose-built to evolve advice from sales-planning to guidance-based relationships. We have over 20 years developing and training this modelling.
Who are your ideal clients?
Innovative, early adopter, holistic planning firms and advisors with an empathetic client mindset. They are in growth mode and prioritizing the future success of the advice offering.
How do people get started?
Our Prep To Sherpa 90-minute consult session is often the entry point for firms and advisors. We diagnose and tackle the immediate challenge in a way, that leads to outcomes and demand for more support.
What is involved in your coaching?
Our Trek To Sherpa coaching program involves 8 sessions over 10-16 weeks. We address the holistic scope, the visual tools, life stage linkage and, education and planning to address life event consultancy. All in a structured move from sales to guidance mode.
What are your Enterprise programs?
Our Sales To Sherpa program takes an enterprise approach with advisor/ manager corporate structures to evolve advice to guidance. It is built for sticky change and success. The program first works with innovators of the advisory group to develop the Guide model in the organization and achieve early success. The inflection point draws the majority in from their fear of missing out on success.
Our Route to Sherpa program is the Manufacturer, distribution focused enterprise approach with the advisor / wholesaler / BD structure. It is run similarly to the Sales To Sherpa format with support for follow-through with mile markers, ensuring success in the advisor’s business.
Why now?
The consumer era has brought on new demands for advisor-led financial planning. Growing client mistrust and hesitation to engage advisors have started to affect sales and revenue. The cost of inaction is growing exponentially with AI at the door. Those that evolve will survive and thrive. Your business deserves a 14X Guidance lift.
Reach out, we’d love to hear from you:
Phone: 905-580-7780
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