Introduction

I have been in the career of giving advice for about the last five years.  I am a classically trained planner holding a Master’s of Science in Financial Planning from Bentley University that takes a holistic approach to this craft.  While the business of keeping a business running and healthy can be stressful together we bring that entrepreneurial spark back to the forefront.

Financial Coaching

I take my education and experience and coach those who need that little extra push.  Not just your everyday budgets and expense charts, each experience is a dynamic one and focused on making lifestyle changes.  How many times have you heard about people crash dieting only to see them eating terribly again after they lose a few pounds, that’s not what happens here.  Whether you’re looking to get a second opinion on that portfolio that used to make sense or someone to hold your hand while you’re considering life changing purchases or plans, we take the time to evaluate the situation and create real strategies to get you there.  Over the last few years I have successfully put the worries of retirees to rest and started fresh college graduates on paths to financial freedom.  It’s not a chore, it’s a lifestyle.

Business Consulting

Similar to the Financial Coaching I help businesses get over hurdles that are keeping them from growing.  I have guided businesses that range from construction companies to personal trainers take their businesses and business plans to their respective next levels.  Together we will create, track and evaluate measurable metrics that will give you a sense of where your business is right now and where it’s headed.  Each experience is unique.  Are you are curious to find out if social media can really impact your sales? Are you looking for increased tax efficiency? Are worried about finding the right candidates to keep your operations plan tight?  I help answer those questions and any others you may have and bring insight that you might not have been able to see from inside that entrepreneurial bubble.

Sales Coaching

In businesses across almost all industries and in all development stages from start-ups to veteran professionals, there's one thing in common and it's sales. Sales and selling often get a bad wrap. Now you might think of "sales" and instantly imagine a sleezy volcano insurance salesman going door-to-door in a New England neighborhood but that's exactly the opposite of what I mean. We all sell, everyday. I've been doing it, researching it, and writing about it for years and want to parlay my experiences to your endeavors. Selling is really about making the right kind of connections with people and a way of brokering what you have to the people who need it. Sales coaching from Financially Digital is not about using cliche power closes or bull-dogging your clients and prospects into using your products or service. We create plans of action and work on your behaviors, values, and mission to get you to the close the business.

    Everything from:

• Effective networking skills
• Confidence in you and your product/service
• Relationship management
• Your attitude and value system
• Interpersonal skills
• Accountability: How are you measuring effectiveness
• Sales Cycles

Whether you're business endeavor is brand new or you've been around a while looking for better (more efficient ways) to connect Financially Digital can help. It's also kind of fun rehearsing or preparing for those big sales calls when you have someone in your corner rooting you on too!

 

Interested?

Please feel free to contact me directly at nunz.bruno (at) gmail (dot) com for more information and pricing. Or give the office a call at (413) 569-8430