DAVE LORENZO’S

EXECUTIVE COACHING

The Private Client Experience!

DAVE LORENZO’S

EXECUTIVE COACHING

The Private Client Experience!

Proven Leadership & Executive Coaching

Dave Lorenzo is internationally recognized as the premier revenue growth and leadership coach for professionals. Each year Dave selects twenty firm executives from his list of hundreds of applicants and works with them in a private, one-on-one relationship.

Dave understands what it feels like to be all alone, spinning, trying to figure things out all by yourself.  Since 1998 he has been helping top level executives and organizations from start-ups to Fortune 500’s navigate next level growth successfully.  During that time, he has personally taken three professional firms from start-up to industry-leading juggernauts. These included:

  • A corporate housing company in New York that Dave started and built into a $50 million annual revenue business in three years.
  • A global consulting practice that targeted FORTUNE 500 companies. Dave’s personal book of business started at zero with this company and grew to over $20 million annually and he lead six teams of consultants who delivered over $250 million in annual revenue.
  • Dave’s current business strategy consulting practice. This business is designed to help professionals “make a great living and live a great life.” This firm helps thousands of lawyers, accountants, financial advisors, consultants and other professionals through the development and delivery of courses, virtual events, coaching and consulting. Since 2008 Dave Lorenzo and Company has become the leading organization in developing relationship-driven professionals.

The Private Client Experience is designed to help you break through barriers that are keeping you from ascending to the next level in your professional firm.

Breaking through this ceiling requires a shift in both strategy, tactics and mindset. Dave is the leader in helping professionals accelerate this process.

Proven Leadership & Executive Coaching

Dave Lorenzo is internationally recognized as the premier revenue growth and leadership coach for professionals. Each year Dave selects twenty firm executives from his list of hundreds of applicants and works with them in a private, one-on-one relationship.

Dave understands what it feels like to be all alone, spinning, trying to figure things out all by yourself.  Since 1998 he has been helping top level executives and organizations from start-ups to Fortune 500’s navigate next level growth successfully.  During that time, he has personally taken three professional firms from start-up to industry-leading juggernauts. These included:

  • A corporate housing company in New York that Dave started and built into a $50 million annual revenue business in three years.
  • A global consulting practice that targeted FORTUNE 500 companies. Dave’s personal book of business started at zero with this company and grew to over $20 million annually and he lead six teams of consultants who delivered over $250 million in annual revenue.
  • Dave’s current business strategy consulting practice. This business is designed to help professionals “make a great living and live a great life.” This firm helps thousands of lawyers, accountants, financial advisors, consultants and other professionals through the development and delivery of courses, virtual events, coaching and consulting. Since 2008 Dave Lorenzo and Company has become the leading organization in developing relationship-driven professionals.

The Private Client Experience is designed to help you break through barriers that are keeping you from ascending to the next level in your professional firm.

Breaking through this ceiling requires a shift in both strategy, tactics and mindset. Dave is the leader in helping professionals accelerate this process.

Private Executive Coaching Is For You If…

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You currently source at least $250,000 in annual revenue directly to your firm.

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You have the desire to BOTH make a great living and live a great life. Making money cannot be the only goal. The purpose for making this LEAP in relationship development MUST be to enable a better lifestyle.

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You are stuck in some aspect of your business/life.

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The clients and work you attract no longer ignite your passion and drive your purpose.

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You have resources – both time and money – to invest in your professional development during the next twelve months.

Is this resonating with you?

All professional athletes have a coach who helps them achieve their goals. As the athlete advances through the ranks of his/her sport, the quality of the coach must also improve. When the athlete goes from the ranks of “amature” to “professional,” the coaching and training program must also be elevated.

 

ARE YOU READY TO TURN PRO?

ONE OF MANY TESTIMONIALS

ONE OF MANY TESTIMONIALS

Dave works with dozens of different industries! We guarantee he can help you in yours! Check out what this happy client says about Dave Lorenzo.

COACHING: PRIVATE CLIENT EXPERIENCE

There are three different options for working with Dave Lorenzo in a private coaching relationship.

1) SUCCESSMAX Private Client Experience

The SuccessMax Coaching Relationship provides participants individual access to Dave Lorenzo. Dave selects a maximum of 30 participants at this level of engagement.

1) SUCCESSMAX Private Client Experience

The SuccessMax Coaching Relationship provides participants individual access to Dave Lorenzo. Dave selects a maximum of 30 participants at this level of engagement.

Applicants are required to interview with Dave and, if accepted, must agree to his engagement guidelines. 

All too often, an entrepreneurial professional feels as if they alone on an island. The SUCCESSMAX Private Client Experience not only helps you solve tough business problems, it gives you valuable outside perspective, motivation, and support to help you plan the future of your firm and your career while improving your productivity.

This is a one-on-one, CONFIDENTIAL relationship.  

How It Works

At the outset of the relationship, Dave will send you an email with some DISCOVERY questions. Once you return this questionnaire with your comprehensive answers, you will receive access to Dave’s private calendar.   

Beginning on day one, you may schedule one private call with Dave each month. It is best if you send an agenda in advance, but this is not required.

At your request, the call will be recorded and you will receive the recording to ensure accuracy of your notes.

Between calls, you have unlimited access to Dave via email. You can email him every day and he will return your email by the following business day. 

You can choose to work on one project each month and use your relationship with Dave as a point of accountability and you can rely on Dave’s vision, strategic insight and 30 years of business growth experience to your benefit.

If there are no openings when you apply, you will be placed on a “first come, first served” waiting list. When a spot opens, you will reach a mutual decision as to whether the program is right for you.

The investment for enrollment in the Private Client Experience is $575 per month.

Most clients recoup this investment quickly by attracting one new client or charging higher fees as a result of putting our work into practice.

There is no commitment. You may cancel any time

This is a self-directed relationship, meaning you initiate the interaction. The frequency of our email communication is entirely up to you.

Applicants are required to interview with Dave and, if accepted, must agree to his engagement guidelines. 

All too often, an entrepreneurial professional feels as if they alone on an island. The SUCCESSMAX Private Client Experience not only helps you solve tough business problems, it gives you valuable outside perspective, motivation, and support to help you plan the future of your firm and your career while improving your productivity.

This is a one-on-one, CONFIDENTIAL relationship. 

Beginning on day one, you may schedule one private call with Dave each month. It is best if you send an agenda in advance, but this is not required.

At your request, the call will be recorded and you will recieve the recording to ensure accuracy of your notes.

Between calls, you have unlimited access to Dave via email. You can email him every day and he will return your email by the following business day.

You can choose to work on one project each month and use your relationship with Dave as a point of accountability and you can rely on Dave’s vision, strategic insight and 30 years of business growth experience to your benefit.

If there are no openings when you apply, you will be placed on a “first come, first served” waiting list. When a spot opens, you will reach a mutual decision as to whether the program is right for you.

The investment for enrollment in the Private Client Experience is $575 per month.

Most clients recoup this investment quickly by attracting one new client or charging higher fees as a result of putting our work into practice.

There is no commitment. You may cancel any time

Past discussions have included strategic issues such as:

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How to set fees

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How to select the correct partner for your business

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How to position yourself in the market

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How to establish standard operating procedures

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And any other long-term issue that is a concern

We will also work on tactical issues including:

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What to say at the meeting with the potential client tomorrow

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How to develop a presentation for the CEO of Big Company Inc.

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How to critique a proposal and improve its persuasiveness

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How to overcome objections

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When to walk away from an unproductive business relationship

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And any other immediate needs that your business presents

Past discussions have included strategic issues such as:

=

How to set fees

=

How to select the correct partner for your business

=

How to position yourself in the market

=

How to establish standard operating procedures

=

And any other long-term issue that is a concern

We will also work on tactical issues including:

=

What to say at the meeting with the potential client tomorrow

=

How to develop a presentation for the CEO of Big Company Inc.

=

How to critique a proposal and improve its persuasiveness

=

How to overcome objections

=

When to walk away from an unproductive business relationship

=

And any other immediate needs that your business presents

In addition, we discuss things that do not require coaching but warrant confidential dialogue, such as:

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Keeping your confidence in a tough economic environment

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Deciding if and when to sell your business

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Communicating objective opinions in disputes between business partners

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Working fewer hours and still making great money

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Delegating work but not the responsibility

=

Setting another member of the firm up for success

=

And many, many more topics that will come up as you continue to build your business

This is a self-directed relationship, meaning you initiate the interaction. The frequency of our email communication is entirely up to you. 

 

Admission to this program is limited

Monthly Investment, $575 with no minimum term.

In addition, we discuss things that do not require coaching but warrant confidential dialogue, such as:

=

Keeping your confidence in a tough economic environment

=

Deciding if and when to sell your business

=

Communicating objective opinions in disputes between business partners

=

Working fewer hours and still making great money

=

Delegating work but not the responsibility

=

Setting another member of the firm up for success

=

And many, many more topics that will come up as you continue to build your business

Admission to this program is limited

Monthly Investment, $575 with no minimum term.

2) PATHFINDER Relationship

2) PATHFINDER Relationship

Some people who require a highly structured relationship with additional accountability for meeting their goals may qualify for a Pathfinder Relationship with Dave.

This version of the program includes everything at the SuccessMax Level plus you and Dave choose those areas which are of highest priority and create:

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A fast-start program developed by Dave and specifically designed to get you moving toward your goals

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A detailed game plan with specific completion dates, created with Dave's assistance

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A formal schedule of contact times to discuss accomplishments and any obstacles preventing short-term tasks from being completed. We will enforce completion dates and task accomplishment.

This advanced relationship with Dave Lorenzo offers UNLIMITED telephone access to him during business hours. You can make as many appointments as you like. 

Some people talk to Dave each day, others once or twice each week. The frequency of communication is up to you.

In the Pathfinder relationship, the work you and Dave will do is more intense and you may choose to work on three of four priorities simultainously. 

The areas you deal with may include cultivating referral sources, contacting prospects, developing a detailed strategic plan, creating publicity materials, creating a book proposal, writing articles, writing a book, contacting speakers bureaus, creating a web site, following-up on leads, establishing networking events, creating a brand, creating products, etc. We generally choose three or four, we provide a template with specific tasks and completion dates, and we establish formal schedules for those completion dates.

The Pathfinder Relationship provides for externally enforced discipline, in that you are accountable for specific completion activities on certain dates on which we follow-up with you.

The Pathfinder Relationship is recommended for those at any level of their career who feel the need for increased structure, whose intellectual curiosity and talent cause them to wander from task to task prior to completion, and who require more urgency in creating results.

Admission to this program is limited

Monthly Investment, $2,750 for a six month minimum term.

3) MAXIMUM INTENSITY Coaching Program

This program is for people who want to take dramatic action, quickly!

This is an exclusive, customized, highly structured one-on-one coaching relationship directly with Dave Lorenzo, by your side, every step of the way. Dave becomes your ACCOUNTABILITY PARTNER driving you to complete the activities you’ve identified as mission critical. Dave Lorenzo is your “Success Concierge.”

During the one year term of your Maximum Intensity Private Client Experience, Dave will work with you on strategic initiatives (how to set fees, how to negotiate an acquisition or a big business deal, how to become more attractive to clients, and how to staff your business) as well as tactics (what to say to close the deal, what content should go into your newsletter and how to overcome resistance).

At the outset of your working relationship, you and Dave select the areas that require an immediate impact and you focus on them first. By the end of your third session, you will have a detailed action plan with specific completion dates. Dave then keeps you focused on the OUTCOMES you said you wanted to achieve.

The schedule for completion is rigorous and managed by Dave and you will be held accountable for your actions.

This option is for people who want to accomplish more in the next six months than they have accomplished in the past six years.

Some of the benefits of the Maximum Intensity Coaching relationship include:

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More free time to spend with your loved ones – Your productivity will immediately increase, as you will have someone looking over your shoulder and advising you on how you are using your most valuable resource—your time. This will enable you to get out of the office at a reasonable hour.

=

Better clients, patients, customers, employees – You will become highly focused on relationship development. Your business will gradually morph into what you thought it would look like when you started this journey. Your clients/patients/customers will “apply to work with you,” and if you like them, they will have the privilege of your council. You will begin to magnetically attract the best employees and they will be motivated to help you improve the value you deliver to your constituents.

=

Prominence in the community – As your business becomes more and more selective, your reputation will grow. This will elevate you among your peers and within your community.

=

The lifestyle you deserve – A by-product of your focus on long-term strategy will be an improved financial position. Many of our high-intensity clients have reported doubling their net worth in less than three years.

In the Maximum Intensity Coaching Program, Dave gets in your face and focuses relentlessly on your success.

In this program, Dave will call you, write to you, and stalk you if he must to help you achieve the specific goals you have agreed upon. These may be strategic (new markets, build the firm, create new brands) and/or tactical (role-play meetings, review presentation tapes, create better proposals).

The coaching program will include:

=

Creation of developmental-behavioral and skills objectives

=

Metrics for success

=

Deadlines, timelines, and accountabilities

=

Mandatory weekly phone calls

=

Assistance in creation of thought-leadership material

=

Building of client-attraction funnels to help you grow your business relationships

=

Your own personal client relationship management database to keep your business development activity focused.

=

Access to our “toolbox” of relationship development systems such as: advertising system, follow-up system, video development and editing system, direct mail system and much, much more.

We don’t just consult with you; we manage the activity to ensure these things happen. For example: You write the outline for the article, we’ll help you get it written. We write the video script, you stand in front of the camera and deliver, and we’ll edit it and distribute it. You introduce us to your clients, and we’ll get their testimonials for you.

Do you want to create an automated revenue growth system?

Develop a video channel and/or a podcast?

Write a book?

Penetrate a new market?

Reduce your personal labor intensity?

Globalize your business or practice?

Learn new organizational development skills?

Resolve interpersonal issues undermining your performance?

Better deal with your hard-earned success?

Then this is a coaching option for you.

Obviously, Dave is taking on very few people at this level. This is an intensive coaching relationship to meet your important short, medium, and long-term business and personal goals. This relationship requires intense coordination and preparation so a minimum term of one year AND PRIOR WORK with Dave Lorenzo is required.

Admission to this program is extremely limited. 

Monthly Investment, $3,550 for a one year minimum term.

3) MAXIMUM INTENSITY Coaching Program

This program is for people who want to take dramatic action, quickly!

This is an exclusive, customized, highly structured one-on-one coaching relationship directly with Dave Lorenzo, by your side, every step of the way. Dave becomes your ACCOUNTABILITY PARTNER driving you to complete the activities you’ve identified as mission critical. Dave Lorenzo is your “Success Concierge.”

During the one year term of your Maximum Intensity Private Client Experience, Dave will work with you on strategic initiatives (how to set fees, how to negotiate an acquisition or a big business deal, how to become more attractive to clients, and how to staff your business) as well as tactics (what to say to close the deal, what content should go into your newsletter and how to overcome resistance).

At the outset of your working relationship, you and Dave select the areas that require an immediate impact and you focus on them first. By the end of your third session, you will have a detailed action plan with specific completion dates. Dave then keeps you focused on the OUTCOMES you said you wanted to achieve.

The schedule for completion is rigorous and managed by Dave and you will be held accountable for your actions.

Some of the benefits of the Maximum Intensity Coaching relationship include:

=

More free time to spend with your loved ones – Your productivity will immediately increase, as you will have someone looking over your shoulder and advising you on how you are using your most valuable resource—your time. This will enable you to get out of the office at a reasonable hour.

=

Better clients, patients, customers, employees – You will become highly focused on relationship development. Your business will gradually morph into what you thought it would look like when you started this journey. Your clients/patients/customers will “apply to work with you,” and if you like them, they will have the privilege of your council. You will begin to magnetically attract the best employees and they will be motivated to help you improve the value you deliver to your constituents.

=

Prominence in the community – As your business becomes more and more selective, your reputation will grow. This will elevate you among your peers and within your community.

=

The lifestyle you deserve – A by-product of your focus on long-term strategy will be an improved financial position. Many of our high-intensity clients have reported doubling their net worth in less than three years.

In the Maximum Intensity Coaching Program, Dave gets in your face and focuses relentlessly on your success.

In this program, Dave will call you, write to you, and stalk you if he must to help you achieve the specific goals you have agreed upon. These may be strategic (new markets, build the firm, create new brands) and/or tactical (role-play meetings, review presentation videos, create better proposals).

The coaching program will include:

=

Creation of developmental-behavioral and skills objectives

=

Metrics for success

=

Deadlines, timelines, and accountabilities

=

Mandatory weekly phone calls

=

Assistance in creation of thought-leadership material

=

Building of client-attraction funnels to help you grow your business relationships

=

Your own personal client relationship management database to keep your business development activity focused.

=

Access to our “toolbox” of relationship development systems such as: advertising system, follow-up system, video development and editing system, direct mail system and much, much more.

We don’t just consult with you; we manage the activity to ensure these things happen. For example: You write the outline for the article, we’ll help you get it written. We write the video script, you stand in front of the camera and deliver, and we’ll edit it and distribute it. You introduce us to your clients, and we’ll get their testimonials for you.

Do you want to create an automated revenue growth system?

Develop a video channel and/or a podcast?

Write a book?

Penetrate a new market?

Reduce your personal labor intensity?

Globalize your business or practice?

Learn new organizational development skills?

Resolve interpersonal issues undermining your performance?

Better deal with your hard-earned success?

Then this is a coaching option for you.

Obviously, Dave is taking on very few people at this level. This is an intensive coaching relationship to meet your important short, medium, and long-term business and personal goals. This relationship requires intense coordination and preparation so a minimum term of one year AND PRIOR WORK with Dave Lorenzo is required.

Admission to this program is extremely limited. 

Monthly Investment, $3,550 for a one year minimum term.

Testimonials…

Testimonials…

It’s time to end the confusion, cut through the nonsense and discover the simple effective plan that works. Forget about all the other hype and gimmicks. Enroll in Dave Lorenzo’s PROVEN Executive Coaching TODAY!

Questions?

Schedule A Call With Dave!