SuccessMax® Mentor Relationship
The SuccessMax® Mentoring Relationship gives participants three months of unlimited private access to Dave Lorenzo by phone, video conference, e-mail, fax, and regular mail.
All too often, an independent professional or business leader feels as if he is alone on an island. This program 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 business and your career while improving your productivity.
This is a self-directed program, and the frequency of our interaction is entirely up to you. Some people call Dave every day. Some folks call once a week. Others call a couple of times a month. Dave returns all phone calls within two hours and all written correspondence within 24 hours.
This is a one-on-one relationship. You speak directly to Dave every time you call.
How It Works
At the outset of our relationship you will receive a welcome binder with a series of foundational business recommendations. These recommendations come in three formats: Video DVD, Audio CD and Written Workbook. The recommendations are focused on client acquisition, productivity improvement, business strategy and management.
Beginning on day one, you may call Dave with specific questions related to your business. You stay on the telephone with Dave until your questions are answered. The conversation is focused and concise. You receive the information you need as you need it.
This is a self-directed relationship. The frequency of our communication is entirely up to you.
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 concernYou and Dave 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 presentsIn addition, you and Dave will discuss things that do not require mentoring 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 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 businessAdmission to this program is limited.
If there are no openings when you apply, you will be placed on a “first come, first served” waiting list. When a spot opens up, you and I will reach a mutual decision as to whether the program is right for you.
The investment for enrollment in the SuccessMax® Mentoring Relationship is $3,500 for 3 months.
This sets apart those who are serious about their business from those who claim to be serious. The investment is required to begin the process or to be placed on the waiting list.
The investment is nonrefundable, no exceptions. However, you may freeze your participation at any point, at which time we stop the calendar until you’re ready to begin again.
Most of our clients recoup this investment quickly by getting one new client or charging higher fees as a result of putting our work into practice.
If you are ready to take your business and your career to the next level, click on the link below.
ExecuMax High Intensity Coaching
This is an exclusive, highly structured one-on-one coaching relationship directly with Dave Lorenzo. You have six months of scheduled meetings with your own Ivy League business strategist.
Dave will work with you on strategic initiatives (how to set fees, how 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 our working relationship, we select the areas that require an immediate impact and we focus on them first. By the end of our third session, we will have developed a detailed action plan with specific completion dates.
Dave fills the role of project manager and he holds you accountable for task completion.
The schedule we set for completion is rigorous 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 High 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 went 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 as a discriminating attorney will grow. This will elevate you to the position of “trusted advisor” 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.
This exclusive relationship requires scheduling an initial discovery session with Dave Lorenzo.
To schedule this session, please call 888.444.5150
Corporate Executive Coaching
As a leader in a large company you face unique challenges each and every day.
The pace of your work and the pressure to produce results can often be overwhelming. You face strict accountability to multiple constituencies: Partners/Shareholders, Customers and Employees. Each of these groups place demands upon you that make it difficult to determine where to focus first.
As the ultimate point of accountability in your organization, often times you find yourself forced to make decisions alone, evaluating options from subordinates with competing agendas.
Our executive coaching process is designed to help you get through challenging times. We have a three point approach to our work with corporate executives.
Our areas of focus are:
- 1). Confidence
- 2). Capability
- 3). Clarity
This video provides detail on our approach toward corporate executive coaching.
This exclusive relationship requires scheduling an initial discovery session with Dave Lorenzo.
To schedule this session, please call 888.444.5150



