Online Training
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Coaching Call: Social Networking and Marketing (08/13/2010)
Nate discusses how LinkedIn and Facebook have become great networking resources.
Coaching Call: Conducting a Profitable Review Session (08/06/2010)
Nate discusses how to conduct a review session that nets you additional revenue.
Coaching Call: REBA (07/09/2010)
Nate talks about the ins and outs of the "Restricted Executive Bonus Access" Plan. Our most profitable sale!
Coaching Call: Quick Start Program Part 6 (06/25/2010)
Coaching Call:The Art of Expert Marketing (06/25/2010)
Nate discusses unique marketing ideas.
Coaching Call: Quick Start Program Part 5 (06/18/2010)
Coaching Call: Quick Start Program Week 4 (06/11/2010)
Coaching Call: Do I Really Want To Do SET Planning? (06/11/2010)
Understanding if the SET Planning Market is really for you.
Coaching Call: Multi Prospect What If and Starter Session (06/04/2010)
How do I conduct a What If and Starter Session when I have an audience of more than one?
Coaching Call: Quick Start Program Week 3 (06/04/2010)
Coaching Call: Quick Start Program Part 1 (05/21/2010)
Coaching Call: Costly Mistakes during the What If/Starter Session (05/21/2010)
Nate discusses the 10 mistakes that can be made in the What-if and Starter Session that guarantee loss of the sale.
Coaching Call: New What-if Power Point Presentation (05/14/2010)
This is a presentation that you can use in a video conference or webinar format with a prospective Member or a strategic alliance partner.
Coaching Call: Member Case Study (05/07/2010)
This case study is available to you for use with centers of influence and is a great learning tool for yourself.
Coaching Call: 12 Hot Business Trends and How the BFT Program will Benefit (03/19/2010)
Nate discusses the 12 hot business trends and how your members and you can benefit by utilizing them in your practice.
Coaching Call: How the Best Get Better (03/12/2010)
Nate discusses tips on how to improve your practice using the BFT Program.
Coaching Call: Blueprint 15 Thanksgiving Dinner (02/25/2010)
Nate discusses; how understanding the dynamics of families in business together sets you apart from other advisors.
Coaching Call: How To Get More Out of Relationships with Attorney's and CPA's (02/19/2010)
Nate discusses how to develop and sustain the relationship between several Attorney’s and CPA’s.
Coaching Call: Hear How a 26 Year Old Affiliate Member has Enhanced his Image with the BFT Program (02/12/2010)
Listen as a peer speaks about how he networks, promotes and uses the BFT Program.
Coaching Call: REBA's and Ineffective Use of the BFT Program (02/05/2010)
Nate discusses the REBA and its use with the Key Employee Blueprint. Nate also discuss what does not work with the BFT Program.
Coaching Call: Learn How an Affiliate Member has Made $25,000 in the Last 90 Days (01/29/2010)
Irving Katz talks about his success with the BFT Program over the last 90 Days.
Coaching Call: How to Conduct a Starter Session (01/22/2010)
Nate discusses the nuts and bolts of the starter session.
Coaching Call: What If Phone Call & What If Session (01/15/2010)
Nate discusses the script for making the important first What If Phone call and how to conduct the What If Session.
Coaching Call: How to Sell The Three Exit Planning Blueprints (01/08/2010)
Nate speaks in depth about the Sale of Business, Inside Transition and Passive Ownership Blueprints.
Coaching Call: How To Make an Additional $200,000 in 2010 using the BFT Program (12/30/2009)
Understanding the steps necessary to increase your income potential in 2010 using the program.
Coaching Call: How To Make the Jump from What If to Starter Session (12/18/2009)
Nate speaks about how to secure the Starter Session Appt at the close of the What If Session.
Coaching Call: Four Most Often Requested Blueprints (12/11/2009)
Nate Sachs discusses the Four Most Requested Blueprints
Coaching Call: New Session Questions (12/04/2009)
New Questions added to the What If, Starter and Review Session, understanding how to ask these questions for maximum impact.
Coaching Call: What Not to Do (11/25/2009)
Understand what does not work when presenting the program to a potential member
Coaching Call: Key Employee Owner’s Manual (11/20/2009)
Understand from Nate Sachs how to use the Key Employee Assessment Effectively.
Coaching Call: Cash Flow, Growth and Quarterly Meetings (11/13/2009)
Using these one pagers with the Outside Sale, Inside Sale and Passive Ownership Blueprints
Coaching Call: How to Use BFT Tools in a Breakfast or Lunch Seminar Setting (11/06/2009)
Nate Sachs describes how to use BFT Tools while enjoying breakfast or lunch with your clients
Coaching Call: Cash Value Life Insurance (10/30/2009)
Nate Sachs describes the relationship between Cash Value Life Insurance and 4 of our blueprints.
BFT Carson Case Study (10/29/2009)
Blueprints for Tomorrow Case Study
Click here to download pdf
Affiliate How-To Instructions (09/21/2009)
30 minute audio presentation by Nate Sachs
Referral Talk (09/20/2009)
Generating referrals to business owners who would be right for your Blueprints for Tomorrow program is simple and easy when done correctly. Listen to Nate Sachs as he shows you how it is done.
The Big Story and What If Session (09/20/2009)
The first time you present your Blueprints For Tomorrow® Program to a prospective Member you will tell your Big Story and conduct the "What-If" Session. This presentation shows you how to tell the story and explain your Program in such a way that they want to move on to a "Starter Session."
Before beginning this video presentation, please print a copy of the "What-If" Session found under "The Program" on the website.
What If Phone Call (09/19/2009)
Generating appointments with business owners as a result of referrals for your Blueprints for Tomorrow program is simple and easy when done correctly. Listen to Nate Sachs as he shows you how it is done.
Starter Session - Introduction (09/17/2009)
The Starter Session is your opportunity to engage a new Member of your Blueprints For Tomorrow® Program. The "Scorecard" and Starter Session questions help you understand the business owner's issues and stay on their agenda. When you are done, they will be able to identify, with your help, which Blueprint(s) they would like to tackle first.
Before beginning this video presentation, please print a copy of the "Starter Session" found under "The Program" on the website.
Review Session - Introduction (09/16/2009)
Twice each year you will conduct a Review Session with your Member. Take that Blueprint off of the shelf, dust it off and determine whether your business owner Member is still resting easily over the issue the Blueprint was designed to resolve. Your Review Sessions also provide you with the opportunity to find additional work with the Member and generate Referrals.
Before beginning this video presentation, please print a copy of the "Review Session" found under "The Program" on the website.
Blueprints Recommendations (09/15/2009)
Your Blueprints For Tomorrow Program lays out 14 Blueprints which allow business owners to work on the issues that keep them awake at 2 o’clock in the morning staring at the bedroom ceiling. If you are going to be successful implementing this program in your firm, it is critical that you understand the big picture for each Blueprint. We call these Blueprints recommendations.
How to Manage the BFT Program (09/14/2009)
Nate Sachs coaches you on the details behind the Blueprints Program
Click Here to play/download the
presentation.
Coaching Call: Buy Sell Agreements (09/01/2009)
This National Coaching call is a presentation by Chris Mercer on Buy-Sell Agreements. Chris is a nationally know speaker on the subject and is the author of many papers and books including the book Buy-Sell Agreements: Ticking Time Bombs or Reasonable Resolutions.
Coaching Call: Conducting The Planning Session (09/01/2009)
This National Coaching Call focuses on conducting the Planning Session. Here we follow a case study through the Inside Transition Blueprint.
Coaching Call: The Tale of a Superstar and a Just OK Guy (09/01/2009)
Rick Schwartz shares his conversation with the Principal of a local high school. We also talk about what it takes to conduct a successful "What-If" Session.
Coaching Call: Expert Financial Advisor vs. Blueprints for Tomorrow Advisor (09/01/2009)
Rick Schwartz discusses the difference between an Expert Financial Advisor and a Blueprints For Tomorrow Advisor.
Planning Session - Introduction (07/07/2008)
The Planning Session process is designed to both guide the business owner toward a solution and allow them to remain "on their agenda." You will work to understand their goals for the Blueprint, potential roadblocks, and what projects must be undertaken along the way.
Before beginning this video presentation, please print a copy of the "Planning Session" found under "The Program" on the website.
Marketing - Introduction (07/07/2008)
Your Blueprints For Tomorrow® Program encourages past clients, existing Members, strategic alliances, and centers of influence to provide you with referrals. Here you will learn how to use key components of the materials such as the Brochure and the Big Story.
Before beginning this video presentation, please print a copy of the "Brochure" and "The Big Story" found under "Marketing Tools" on the website.
Understanding The Key Employee Owner's Manual (06/08/2008)
Once you have taken the Blueprints For Tomorrow Affiliate Assesment, you are ready to listen to this call. You will learn how to present the assesment to the business owner and help them understand how to get the most out of their key employees.
Introducing Blueprint 12 (05/30/2008)
All Members and prospective Members of your Blueprints For Tomorrow® Program have "key" employees – people they trust and rely upon – that manage the daily operations of their businesses. Are these business owners really maximizing the key employee’s full potential? This BFT Forum Call introduces Blueprint 12, The Key Employee Owner's Manual.
Blueprint For Passive Ownership (02/21/2008)
Many business owners recognize that the sale of their business is not the best solution. Instead they choose to keep the business, but not work in it. This BFT Forum call focuses on the four hurdles a business owner must overcome to become a passive owner.
Public Relations (01/29/2008)
Building recognition of your Blueprints For Tomorrow Program wil
have a significant impact on your business. Learn how to:
- Define what you want to achieve
- Choosing which events to speak at
- Ten tips for creating a great proposal
- Ten tips for presenting your talk
- Post-event follow-up actions
Estate Planning Blueprint (11/27/2007)
As your members consider leaving their businesses they are often concerned about how they will control the tax consequences of the transfer of wealth from their business to themselves and then to future generation.
Legacy Planning Blueprint (11/13/2007)
Experts say that the next generation, our children, will be the first generation of Americans that will not do as well as their parents. We discuss ways in which you, the advisor, can help your Members with Legacy Planning.
Key Employee Retention Blueprint (11/06/2007)
It is important for business owners to recognize that their key employees are a significant value driver for their businesses. We discuss ways to retain and motivate those employees to work hard to drive additional value in the business.
Premature Death and Disability Blueprints (10/23/2007)
Business owners are often staying awake at night worrying about what happens to their family, their business, and their employees if they die or become disabled. This BFT Forum Call discusses the roles and recommendations that are possible when working with your Blueprints For Tomorrow Member on these Blueprints.
Conducting The Planning Sessions (10/04/2007)
recorded 09/25/2007
When a business owner engages you to work on a Blueprint, you will conduct several planning sessions designed to uncover all of the related issues and work to identify the specific action that must be taken to resolve those issues. At the conclusion of your Planning Sessions, you will implement an agreed upon solution.
Conducting the "Starter Session" And Engaging A New member (09/13/2007)
recorded 8/28/07
Here we discuss the best practices for conducting the "Starter Session." This session, properly conducted, is designed to motivate the business owner to take the first step and engage you to work on their first Blueprint.
The Program - What-If Session (08/31/2007)
Scheduling and Conducting The What If Session
recorded 8/28/07
The "What-If Session" with a business owner is the first step in generating a new member for your Blueprints For Tomorrow program. This session reviews best practices for generating and conducting this session
New Ideas (08/31/2007)
Sale of Business Blueprint
Recorded 8/30/07
Helping business owners get their business ready for sale provides opportunities for advisors. This session will help you better understand how to guide the business owner through this process. You will also learn how to identify the best transaction intermediary for the client.
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