Are You Looking To Become Financially Independent?
Discover An Incredible Online Business Opportunity With UGRU
Gain the expertise needed to become a successful and trusted financial coach so you can take control of your financial future, work from home and generate recurring revenue to live financially free.
Help others Find money they didn’t think they had and Save money they didn’t think they could while growing a successful coaching business.
UGRU provides the TOOLS, TRAINING and PLATFORM. You provide the desire to succeed!
UGRU Coach Training
is Unlike Any Other
We give you the tools you need for business growth
Organize • Connect • Scale
Focus • Mindset • Accountability
Know-how • Resources • Strategies
Proficiency • Confidence • Authority
What Seasoned Pros are Saying
Previous
Next
What You Get
Business Mastery
Organize • Connect • Scale
Discover how to run your business from A-Z! When you are finished with your coach training you will have a turn-key financial coaching business.
Sources For New Qualified Leads
Multiple Online Course and Membership offerings
Tools of the trade
Full Website including Sales Landing pages and Shopping carts
Legal agreements
Technology to manage the client experience
UGRU Coaching Mastery prepares you for real world client engagements through:
The development of your story
Delivering your story so it resonates with the people you meet
Mastering the Strategy Session
The art of creating interest with prospects
Business Mastery Modules
This is where you will determine what type of business you will have going forward. We will covering and completing the UGRU Startup Checklist including:
- Your professional picture
- Completing your bio
- Select your business name
- Obtain your domain
- Consider Trademark availability and protection
- Register your social media profiles
- Incorporate
- Apply for an EIN
- File your DBA
- Obtain business license
- Open a business bank account
- Set up your website
- Develop a business plan
- Select operational technology
- Establish business address, phone and email
- Consider General, Commercial and E&O insurance
- General Liability
- Commercial Property
- E&O
- Products and Memberships
- Complete Client Contract Agreements
- Scope of work
- Term and Termination
- Disclaimer
- Mutual Non-Disclosure
- No waiver
- Force Majeure
- Arbitration Clause
- Governing Law
Next, we will get into the fun part, gaining new clients thru different marketing and sales techniques where we will cover:
- Lead aggregators
- The automated webinar
- Complete your Client Avatar
- Client Avatar Worksheet
- Sample Avatar
- Develop marketing collateral
- Press release
- Your story
- Company Fact sheet
- Product and Service Fact sheet
- Founder and Senior Management Biographies
- Mission Statement
- Company Background
- Testimonials
- Press Kit
- Clip file
- Develop and Execute Marketing Plan
- Press release
- F.O.R.M. and the 3 Foot Rule
- Church
- Mass E-mail
- Influence Marketing (Fiverr)
- Social Proof
- Testimonials
- Reviews and Ratings on social media
- Ask for reviews
- Influencer endorsement
- HARO (Help A Reporter Out)
- Offer yourself as a resource
- Podcast pre-recorded radio show
- Drip Marketing
- Networking
- Power Partners
- Word of Mouth
- Referral Dinners
- Speaking Engagements
- Social Media posts (All major Outlets)
At the conclusion of this lesson you will have:
- Completed your intake for and we will begin the process of building out your own website.
- Gained a working knowledge of your UGRU CRM and how to use it to run your practice efficiently.
What You Get
Coaching Mastery
Focus • Mindset • Accountability
Discover how to perform informational and transformational coaching sessions to help your clients
Focus their greater strength at the decisive point.
Master their mindset
Stay accountable to their goals
Coaching Mastery includes The Masters Membership Client Experience
Right Where They Want You
The Spiritual Side of Money
Stop The Pain!
Letting Go
Start Now & Stay Consistent
Coaching Mastery Arms you with:
The 5 stages of the coaching engagement
Ability to identify what values drive your client's financial decisions
Tools for the entire coaching process including quizzes, interpretive guidance, client worksheets and more
The art of navigating your client to their “why” statement
Stories, analogies and illustrations for effective coaching
Coaching Mastery Modules
Navigate through the first part of the Masters Membership which includes the courses “Right Where They Want You through Breakthrough #4 in the same way your clients will. Coaching Mastery Training will follow upon completing all lessons.
Right Where They Want You: the first thing needed for you to become financially successful is a change of perception. In other words, the same thinking that got you where you are, cannot be the same thinking that gets you out. This is where you experience the transformation of your thinking in eleven distinct areas of your mind that are keeping you from breakout financial success
Breakthroughs 1- 4: Here you will begin your learning process with all eight Financial Breakthroughs which are the “secret sauce” written by the founder of UGRU. These “Breakthroughs” were learned from 20 years of the founder’s experience with building, losing and rebuilding wealth. The first four of which are all about working through limiting money beliefs with perceptions and mindset. At this point in the course you will learn to use the UGRU Budget Tool.
This module includes your Coaching Mastery training lessons 1 through 4.
This is where you will learn why stories and analogies are so critical. How to become more relatable with the people you interface with and crafting your own story so your life’s experiences resonate with people you hope to gain as clients. Also, you will learn several stories and analogies that will serve as tools in communicating with clients so they understand the value you bring to them.
Next, we will get into the fun part, gaining new clients thru different marketing and sales techniques where we will cover:
- Lead aggregators
- The automated webinar
- Complete your Client Avatar
- Client Avatar Worksheet
- Sample Avatar
- Develop marketing collateral
- Press release
- Your story
- Company Fact sheet
- Product and Service Fact sheet
- Founder and Senior Management Biographies
- Mission Statement
- Company Background
- Testimonials
- Press Kit
- Clip file
- Develop and Execute Marketing Plan
- Press release
- F.O.R.M. and the 3 Foot Rule
- Church
- Mass E-mail
- Influence Marketing (Fiverr)
- Social Proof
- Testimonials
- Reviews and Ratings on social media
- Ask for reviews
- Influencer endorsement
- HARO (Help A Reporter Out)
- Offer yourself as a resource
- Podcast pre-recorded radio show
- Drip Marketing
- Networking
- Power Partners
- Word of Mouth
- Referral Dinners
- Speaking Engagements
- Social Media posts (All major Outlets)
At the conclusion of this lesson you will have:
- Completed your intake for and we will begin the process of building out your own website.
- Gained a working knowledge of your UGRU CRM and how to use it to run your practice efficiently.
This is where you will learn the process that takes people from prospect to client. You will learn the scripting and tools for effective closing.
This is where you will discover best practices when it comes to the Golden Rule: Know Your Client. You will discover the importance of understanding personality types, their values, cultural influence on behavior, helping clients to recognize themselves and the behavioral dynamics that lie beneath the surface. And, you will learn the consumer decision model.
This is where you learn how to engage the client in our Thrive coaching session #1 where you will discover how to give and assess the Life Values quiz and assess client behaviors as they relate to what they truly value.
Here you will learn the remainder of the Thrive sessions (#2-#5) where you will begin to develop direction for the client, implement accountability and benchmarks during the coaching process where you become more effective at helping a client that feels overwhelmed or who might be procrastinating.
Finally we will address the psychology of coaching so you can break through any limiting beliefs that might prevent you from your dream of being a real and successful financial coach. Here we will cover the following areas:
- Develop a career path for business growth
- The Psychology of Coaching
- You vs Other’s
- Passing judgement
- Listening
- Your Value
- Your Availability
- Communication
- Quitting
- Caring
- Time Abuse
- Work/Life Balance
- The Wheel
- Connecting
- Hire a Coach
- Start NOW!
- Pushing Agenda
- Client Objections
- I can just use Google
- I can’t afford it
- Your fee is too high
- Addressing comfort in their pain
- Don’t manipulate
- What makes you different?
- I already have an Advisor
- What are your credentials?
- Getting a designation
- Imposter Syndrome – Part 2
- Breakthrough 9 (The Essence of Coaching)
- I’m Not Ready
What You Get
Financial Mastery
Know-how • Resources • Strategies
Experience all UGRU Coaching Personal Finance online courses from basic to advanced financial knowledge with and gain the knowledge and expertise to guide others to their own financial independence.
Effective Insurance Planning
Effective Retirement Planning
Real Estate and Finance
Upon completion you will have developed mastery of:
Basic to advanced financial concepts in every area of personal finance
The HP 12c financial calculator
The UGRU Budget Tool
Retirement Destinations™ financial planning software
Critical thinking for over arching financial strategies as you coach your clients
Financial Mastery Modules
Navigate through the most advanced courses including Effective Insurance Planning, Retirement Planning and Real Estate and Finance just as your client would.
Breakthrough 5: Here you learn why sound finances are so critical to not only you but the ripple effects money has on your children and the greater of society and why it’s so important for you to be able to think for yourself when it comes to money. Breakthrough number five is also about “Creating an Immediate Estate” where you learn the straight scoop on all things insurance through the lens of the HP 12c calculator.
Breakthrough 6: Breakthrough six is a deep dive on the three ways to save, the three worlds of money, a look into insurance vs equity products for saving, what you need to look out for and how to correct inefficient decisions with your retirement. You will learn why you aren’t getting the rates of return on your money long term like you were told and ultimately how to use the HP 12c to think critically for your most optimal financial decisions.
Breakthrough 7: In Breakthrough number seven we cover real estate where you will learn what they REALLY mean when they say location, location, location. You’ll learn the whole process for a home transaction with the most important considerations and the options for financing a purchase. You’ll learn real estate investment strategies. But, most importantly, you will learn how to think critically about your real estate decisions.
Breakthrough 8: Your final Breakthrough (number eight) we teach you all about real estate financing. Like everything else we teach, you will learn how to think critically about your real estate financing decisions. You’ll learn while you’re working hard for your money, people are working to try and take it. This is your last step learning how to take their license to steal your money. In addition, you will learn how to never fall off the wagon after you have gained the financial balance and prosperity you have longed for. This lesson, like the other Breakthroughs lessons are powerful, unique and results oriented.
Think Turbo Tax for Financial Planning. Here you will take your clients on a guided self-discovery that enables them to complete and maintain their own financial plans well into the future. You will be trained on:
- How to Conduct the Planning Process
- The Philosophy of Planning
- The Destinations Overview
- The Pre-Client Plan
- Iterative Strategies
- The Final Plan
What You Get
Certificate of Completion
Why is this certificate important? One word, proficiency.
When you take a college course or even obtain a degree at a university, say a degree in finance, you are educated on the topic, but what I always looked for when hiring an advisor was not how educated they were. I looked for how proficient they were.
I knew if they were proficient, they would execute REAL value for clients, and they would generate REAL profits for my advisory practice.
When you are proficient, this means you are competent or skilled in doing something or using something. In this case proficient in critical financial thinking and using finance calculations to aid in that critical thinking. These make you capable of tying together overarching strategies that are far better than using an assortment of tactics that you one off learn on the internet, a tip from a friend or heard meeting with an advisor.
Patch working these tactics in your personal finances likely end up working against each other.
This certificate isn’t just a certificate of completion, you have to earn it. There are over 200 questions, and you need to pass with a minimum of 80% to prove you know the material.
If you had this certificate and were looking for a job when I was in practice, I’d hire you in a heartbeat!
Get trained by a Retired Investment Advisor
Ken Gulliver
UGRU Founder
For twenty-five years Ken has been a top quintile advisor at Merrill Lynch and a top 1% Investment Advisor (by revenue) in the United States.
He is battle proven, calling the downturn of 2008 for his clients, and warns of the next that is upon us in his third hard-hitting book, “Right Where They Want You: Why You’re Not Rich and What to Do about It”.
But, more than that, multiple awards showcase his dedication to the people he serves. Ken has made it his mission to empower people to financially prosper. His goal is to create positive and real financial changes in people’s life and is committed to helping others live financially free.
What You Get
UGRU Coach Pro
Grow your financial coaching practice with tools designed for financial professionals
Destinations™ Planning Software
- Decision Center Calculators
- Goal-Based Planning
- Estate Planning
- Advanced Financial Planning
- Retirement Income Planning
UGRU Budget Tool
- Forecasting
- Real Time Tracking Income & Spending
- Bill Monitoring
- Optimize Debt Payoff Strategy
Practice Management Suite
- Contact, Task and Data Management
- On Demand Call Scripts
- Email Marketing & Drip Campaigns and Workflow Automation
- Business Management and more!
People NEED Financial Coaches!
Financial Coaching is set to explode, the reason? People are tired of:
- Blindly listening and getting burned.
- Being “sold” a financial product.
- Over-paying for a service that under delivers.
When it comes to their money they are still concerned with:
- Sufficiency
- Sustainability
- Appropriateness of their decisions
And they don’t know where to turn.
No one knows your business like “U”
What you Get with
UGRU Financial Coach Training
Full Educational Product Suite
3x p/Week LIVE Town Hall
LIFETIME Access to all online Courses
UGRU Coach PRO Subscription
Coaches Corner equipped with Tools, Worksheets, PowerPoints, Templates & more
Legal Agreements
Coaching Certificate*
ken Gulliver's Digital Book "Right Where They Want you"
Access to Coaches Corner Private Group to Collaborate with other Coaches
PLUS an amazing high value bonus upon enrollement
UGRU Coach Training + Coach Pro
All the Tools & Training for a Successful Financial Coaching Business
$
398
00
Per Month -
UGRU Coach Pro
-
UGRU Coach Training
-
UGRU Coaches Corner
Guide people to Financial Independence and Take Control of your financial future
We provide the TOOLS, TRAINING and PLATFORM. You provide the desire to succeed.
