Services

What We Do

Struggling to keep up with the changes in your industry? Is your competition growing? Are your profit margins shrinking? Is Technology helping or disrupting your business?  Maybe a little all of the above perhaps? 

We can help you overcome all of these challenges by helping you develop a marketing dominating strategy and message that directly addresses the needs of your client, builds trust and credibility, improves profit margins, while building an excited team, and loyal clients.  

Let’s Talk Numbers

– Business Solutions –

Sales & Marketing Strategy

MORE LEADS, MORE CLIENTS, MORE REVENUE

Creating an effective sales and marketing plan is like preparing the perfect meal. Unfortunately, most businesses are using the wrong ingredients, equipment, and are missing some steps.  Let us help you build the perfect recipe for success.

Work Smarter - Not Harder

SYSTEMS, PROCESSES, PRODUCTIVITY

Peter Drucker said, “Efficiency is doing things right; Effectiveness is doing the right things.” Having challenges delivering on what you promised? If you had a big spike in business, could your current systems and processes even handle it? We will make sure your company can support the new business our sales strategies will produce for you. 

Work On The Business - Not In It!

TRANSFORMATIVE TEAMS & CULTURAL CREATIVITY

Do you have a culture of creative contribution, personal development, and effective accountability? Or, are you wearing multiple hats, working long hours, and is exhausted wondering why no cares as much as you do? We can change that today and help you make a life, while you make a living.

Build Your Business From Within

ACCOUNT DEVELOPMENT & PENTRATION

You have heard that it costs 6X more to find a new customer than to keep your existing customer. So have you ever wondered how much money you waste on unnecessary marketing, advertising, and staff? Let us show you how to double your sales without adding one more new client.

SOUND LIKE YOU?!

It may sound too good to be true – But trust us, it’s 100% REAL! Often times, business owners are too focused on working IN the business instead of ON the business – And that is where we can jump in and help. We’re confident in just one meeting, we’ll WOW you with new ideas and strategies on how to scale your business.

Let’s Talk About You

– Personal Solutions –

Leadership Development

Everything rises and falls on leadership, but knowing how to lead is only half the battle. Understanding leadership and actually leading are two different activities.  We can help develop you into a leader who develops leaders, not followers.

Work-Life Balance

As success grows, so does the challenge of balancing out all your responsibilities. Many times your personal life pays the price for success. Good news is that you can find balance, but it takes intentional effort, and help from a third party to spend time on what’s most important.  We will help you find that balance.

Financial Navigation

Living on a budget, having no debt, living financially free…all seem like an unreachable dreams for most people. It can be achieved with proper planning, discipline, and accountability to someone else to get you on this New Financial Path.

Relationship Development

Life is about shared experiences between people.  The better you are at connecting with others, the more success, and happiness you will have in life. Let us help you create more meaningful connections.

Time to Walk Down a New Path?

Leadership isn’t easy. Coaches need Coaches. If it was easy, everyone would be a leader. It takes work, study, and personal accountability to grow into an effective leader. The self-reflection, honesty and transparency needed for growth, can’t be done alone. You need a trusted advisor, counselor, or friend to help. Let us connect you with someone who can help you be the amazing leader you can be.  

Let Us Do The Talking

– Speaking & Training –

Speaking

Do you need someone deliver a message to you team that is inspiring, relevant, commands attention, and makes a positive impact that lasts for weeks or months after the event? Then you have come to the right place. Whether you need a fully customized message, or use one of our powerful and proven prepared talks, your team will leave inspired to raise the bar of success.

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Training

Are you trying to implement changes to your business, but you are struggling to get your team to adapt?  It could be due to the message itself, the format, the delivery, or possibly… all of the above.  Use our experience in training hundreds of people, at all levels of an organization, to help craft the right plan, determine the best delivery mechanism, and even provide the training if you desire.  We will help make sure your team embraces the change!

Frequently Requested Topics

Generate Unlimited Leads & Referrals  •  Financial Survival to Thrival: Living a Financially Freed up Life  •  Double your Sales without Spending a Dime on Advertising  •  Change – It’s not a 4 letter word  •  Communication Skills and Healthy Conflict Management  •  Creating a WOW Customer experience  •  Phone Skills: The Most Powerful Skill To Have  •  Systems: Work Less and Make More Money 

Let Us Take The Lead

Bringing a new energy into a room often takes bringing a new person into the room. For any speaking and training, our goal is to make an impact on everyone who’s listening.

Meet The Team

The team at New Financial Path has a diverse and high level of expertise. We operate on a values driven foundation that delivers results by focusing on “people first, profit later”. Take a moment to learn more about us and what we believe in.

How We Do It

Get connected to our blog community where we share solutions, tools, suggestions, and other things we learn that will help you and your business grow.

Time For A New Path?

Let's Start The Conversation!

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