FREE 5-DAY CHALLENGE
Get Your Money Back On Track
Mistakes in your financial past? Don’t let them affect your future any longer. This free challenge will help you get your finances back on track so you can finally live the life of financial freedom you’ve always dreamed of.
JOIN THE CHALLENGESTART TODAY
5 Days: 5 Life-Changing Financial Lessons.
DAY 1
Cut Credit Card Debt
These strategies will help you eliminate credit card debt in record time.
DAY 2
Credit Score Crash Course
Learn the factors that go into your credit score and steps to improve your credit rating.
DAY 3
Mortgage Mastery
Learn how to save for a down payment and qualify to buy your first home.
DAY 4
Budgeting Basics
We’ll show you how to create a realistic budget and stick to that budget.
DAY 5
Investing 101
Learn the basics of investing and decide the best way to put your money to work for you.
NICE TO MEET YOU
I'm Riley Rolfson
After graduating with my MBA, I was hit with over 100K in student loan debt. Not exactly the way I expected to start my new career! But with smart financial decisions and a little hard work, I was debt-free in a year and well on my way to early retirement.
Now I use what I've learned to help people just like you find financial freedom. I’ll show you how to earn more, save more, and put your money to work for you with smart investments.
"This 5-day challenge has changed my life. I’m only 2 months away from debt-free!"
- Martin Marino
"Thanks to this 5-day challenge, I’m now financially on track. It feels so good to have my retirement taken care of."
- Bill Bayaud
"From buried in debt earning passive income, this 5-day challenge sparked it all!"
- Susan Smith
FREE 5-DAY CHALLENGE
Get Your Money Back On Track
Join us for 5-days that will change your life. You’ll learn how to leave your financial struggles behind and create a solid financial foundation for your future. Space is limited, so don’t wait! Save your spot today.
JOIN THE CHALLENGEBusiness Assessment
Rate each statement from 1 (Poor) to 10 (Phenomenal) as it applies to your business right now.
1. Marketing
| Meeting or exceeding my sales goals through effective lead generation and promotions. | |
| We have a clear position in the marketplace. | |
| We have clearly defined our prime target market. | |
| We have clear definitions of our product and/or services. | |
| We have a pricing strategy that is profitable. | |
| We are consistently marketing to our house list (client base). | |
| We have an effective referral relationship program. | |
| We have an effective referral/affiliate reward system. | |
| We have a written, posted marketing calendar. | |
| We have an effective internet marketing system that includes websites(s) that clearly communicate what we do, we utilize SEO, and we are consistently capturing e-mail addresses and using them to communicate to our e-mail audience, and we have a strong presence on social media. |
2. Sales
| We answer the telephone live. | |
| We have effective telephone answering/transferring systems. | |
| We have an effective sales script that appeals to our target market and closes the maximum number of inquiries. | |
| We have an effective system for responding to internet leads. | |
| We have an effective sales process for each of our profit centers. | |
| We have an effective up-sell and down-sell process. | |
| We have effective processes and scripts for overcoming objections. | |
| We have an effective process for identifying ongoing and changing customer needs. | |
| We have clearly defined account management policies and procedures. | |
| We have effective customer management software in place. |
3. Operations
| We have developed our unique service experience. | |
| We have clear-cut service systems in place that are exceeding our client expectations. | |
| We respond immediately to client concerns. | |
| We have clear-cut return/refund policies. | |
| We get customer feedback on a regular basis to ensure we are exceeding expectations. | |
| We have regular production meetings to ensure on-time delivery. | |
| We have a key customer appreciation process. | |
| We have effective project management processes in place. | |
| We have inventory management and office supplies/equipment processes in place. | |
| We have the latest, most effective equipment to deliver our unique service experience. |
4. Administration
| We track and report sales by profit center weekly, monthly, and annually. | |
| We track and report total sales daily. | |
| We track and report sales by referral/affiliate/ad source weekly. | |
| We track and report sales closings daily (# of calls vs. # of sales). | |
| We track and report number of returns or re-services as they occur. | |
| We track and report our profit and loss weekly. | |
| We track and report our balance sheet monthly. | |
| We have a cash flow management process in place that includes systems for Accounts Payables and Accounts Receivables. | |
| We plan our taxes annually before year-end. | |
| We review our legal and insurance exposure annually (or as often as required). |
5. Leadership
| We have a one-sentence mission statement that everyone understands and follows. | |
| We have effective management systems in place that include recruiting, hiring, orientation, training, coaching, employee reviews, and termination processes and have ensured they are legal. | |
| We have an up-to-date employee handbook. | |
| We have a written business plan that includes our vision, goals, a marketing plan, sales plan, operating plan, and administration plan that is reviewed and updated quarterly. | |
| We have a written and posted organizational chart. | |
| We have regular team meetings. | |
| We have written position descriptions for every position. | |
| We have a training system in place for every position. | |
| We have policies and procedures for all areas of our business. | |
| We have an effective compensation plan in place that includes attractive pay and benefits that create high employee morale and retention. |
Your Business Assessment Results
Marketing: -/10
Sales: -/10
Operations: -/10
Administration: -/10
Leadership: -/10
Overall Average: -/10