We offer professional services in several areas. To make this report
easier to read, you may want to click the Print button on your computer
screen and print this information.
We work in the following areas:
- Helping financial advisors and insurance
professionals build highly-profitable practices that deliver
outstanding benefits to their clients.
- As financial advisors, we help clients build and manage Income
Portfolios. Our account minimum is $250,000. For more information,
visit the Investment Management section of this website.
- Providing marketing consulting services to major
corporations and financial services firms.
- Helping business owners and entrepreneurs
rapidly grow their businesses.
- Delivering keynote speeches and training
programs for brokerage firms, broker-dealers, insurance companies
and major corporations.
- Helping well-known speakers develop and perfect
their speeches, seminars and workshops.
Many professionals and business owners have asked for an outline
of the coaching, consulting and business building services we offer. We
provide the services described in Dr. Moine’s books and in the articles
and case studies he has published. You can read some of Dr. Moine’s
articles on this website.
The services we offer are listed below. These are not in priority order
because each client has a different set of priorities. We respect your
priorities.
Services Provided:
- Helping Rapidly Build Your Business and Increase Your Profits
With:
- A Wide Variety of Powerful Marketing and Investment Techniques
- State-of-the-Art Business Building Strategies
- Marketing: Writing and Editing Mass Marketing Direct
Mail Letters, Brochures, Email Campaigns, Newspaper Advertisements,
Post Cards, Websites
- Helping investment clients Increase the Annual Income Received
from Investments
- Help in Acquiring High Net Worth Clients and Customers
- Assistance in Designing a Low-Stress Business in
which You Work Fewer Hours
- The Most Effective Techniques of Seminar Marketing
- Developing Powerful Unique Selling Propositions (USPs)
for your Business
- Developing Competitive Strategy to Help You Build Market Share
- Helping Businesses and Business Owners Increase Returns on
Cash Balances and Bank Accounts
- Strategies to Help You Build a Deep Level of Trust
with Prospects and Clients
- Solving Problems with Employees and Partners
- Strategies for converting prospects into clients
- Asset Gathering Techniques (acquiring $500,000 to $10 million
clients)
- Developing and Perfecting Powerful Sales and Marketing Presentations
(our presentation strategies are used by more than 100 of the Fortune
500 companies)
- Neuro-Linguistic Programming (NLP)
- Acquiring Clients in other Cities and States (geographical diversification
strategies)
- Delivering keynote speeches and training
programs for brokerage firms, broker-dealers, insurance companies
and Major Corporations around the world
- How to Use Solicitors to Grow Your Business
- Helping famous speakers develop and perfect their speeches, seminars,
workshops and Boot Camps.
- Techniques for Breaking Out of a Slump (help with personal psychology)
- Strategies to Obtain $1 Million or More of Free Publicity
- Providing marketing consulting services to major
corporations and financial services firms
- Overcoming Procrastination, Dramatically Improving Your Time
Management
- Strategies to Motivate Yourself
- Higher-return, lower risk Investment Management Strategies
- How to Maximize Your Clients’ Investment Income
- Getting Compliance Approval for Marketing Materials and Ads
- How to Write, Edit and Publish a Book (see our article
on this)
- How to Self-Publish Your Book or Get a Major Publisher
(Dr. Moine is the author of 10+ books)
- Writing and Publishing an E-book (for Instant Downloads
by Thousands of Prospects on the Internet)
- Advanced Investment Strategies
- Effective Branding for your Business
- Writing and Producing an Infomercial (some of our
clients have made $10 million in one year from their infomercial)
- How to Design and Offer a Boot Camp that Could Earn
You $100,000 to More Than $1 Million
- How to achieve your Potential
- Training for Coaches
- How to Become a Certified Income Planner (for more
information, visit www.CertifiedIncomePlanners.blogspot.com)
Five Ways to Use Our Services
How We Work: We try to make it simple and uncomplicated
to work with us. We have simple agreements. We do
not require a monthly or annual commitment for our coaching or consulting
clients.
To accommodate the needs of our unique clients, we work in five
ways. You can select the service in which you are most interested:
1. Personalized one-on-one coaching and
business building. We work on a simple hourly basis. Our normal
rate for corporate consulting is $750 per hour. Our discounted
rate for individuals and small business owners is $500 per hour. We
sometimes offer a deep discounted individual rate of $350 an hour
(a 30% reduction from our discounted rate) for financial advisors and
business owners who earn less than $1 million a year. This reduced rate
is only available as time permits (see the form later in this section).
Our clients include top financial planners, financial advisors, registered
representatives, top annuity producers and insurance million dollar producers.
Several of the financial planners with whom we work have been selected
in the Worth 100 Top Advisors in America and/or have
been honored on Bloomberg’s list of the top advisors
in the nation. One of our clients is the top annuity producer in America.
We also work with successful estate planning attorneys, ESOP experts,
pension management firms, accounting firms, entrepreneurs and well-known
speakers.
If you are an investor (not a business owner or financial
planner) interested in our Income Planning services,
please visit the Investment Management section of this website.
We are familiar with all major business models, financial planning models
and investment models. Whatever your goals and whatever business model
you use, we will do our best to help you achieve your goals.
For most of our individual clients, we work on a simple hourly rate,
similar to a law firm. Most coaching and consulting calls are scheduled
for one hour. There is no charge for answering brief emails to schedule
an appointment.
Emails with questions about business building strategies, investment
strategies, marketing, etc. are billed for the time involved. For example,
if it takes 17 minutes to answer a series of questions about a business
opportunity you have, you are billed for 17 minutes. The minimum charge
for answering any email about business building, investments, etc. is
10 minutes. Invoices are usually sent about once a month. You can pay
by credit card or check.
On writing and marketing projects, you are only invoiced for the time
involved. For example, if you ask us to analyze and rewrite a marketing
letter and the work takes 42 minutes, you will be charged for 42 minutes.
If you request that we analyze a PowerPoint presentation and make suggestions
to improve its effectiveness and if the work takes 1 hour and 27 minutes,
that will be invoiced.
Expenses (FedEx, etc.) are billed at cost. If we drive to see local clients
in Southern California, mileage is billed at 35 cents per mile.
Any fees you pay may be tax-deductible. Consult your
tax advisor.
2. Projects. We work on major marketing
projects for corporations, business owners and financial advisors. Projects
can include: helping you design a major marketing or advertising campaign,
helping you design and successfully offer seminars, writing seminar invitations,
writing articles or creating a syndicated column (one of our clients is
now syndicated in 40 newspapers across the country), writing a book, designing
or re-designing your company brochure, writing articles or content for
your website, writing marketing sales letters and newspaper advertisements,
developing and perfecting PowerPoint presentations and obtaining major
media publicity. We also help our clients develop higher-return, lower
risk investment strategies.
If you would like a price quote for on a project on which you are working
or contemplating, send a brief description of your project to DrMoine@aol.com.
3. Business Building Retreats. This is
a powerful, unique service offered by Dr. Moine. Retreats are one-day
or two-day business building and income-building intensives for
professionals and investors who want to grow their incomes very rapidly.
At an all-day retreat, you and Dr. Moine will work together without interruption
(except for lunch and a several relaxation breaks) on projects to build
your business and/or build your Investment Income. If you are interested
in increasing your Investment Income, please visit the Investment Management
part of this website. Below is a brief description of our business-building
retreats.
At a recent one-day Retreat, Dr. Moine assisted a client in accomplishing
all of the following: rewriting three direct-marketing sales letters,
re-writing the client’s brochure and most of the content for his
website. Donald also coached him on how to turn several of his top prospects
into clients. It would have taken several months to accomplish all of
this in weekly one-hour phone consultations. Instead, Dr. Moine and the
financial advisor accomplished this in one intensive (and very enjoyable)
day-long retreat.
Several months ago at a Retreat, Dr. Moine helped another financial advisor
totally outline his book in one day. The advisor was then able to easily
write the book on his own over the next couple of months.
We have also helped well-known speakers (in the areas of real estate,
investments and other areas) completely outline their books in one-day
Retreats. We also helped some of these speakers write their books and
re-design their PowerPoint presentations and seminars using NLP.
One of Donald’s clients, a financial advisor in Florida, had one
office and three employees in 2001. Now, in 2006, he has four offices
and more than 20 employees. His personal income was more than $4 million
in 2005 (this is after paying his employees and overhead). How did he
achieve this remarkable growth? Through several Retreats and additional
coaching we provided later over the phone and Internet. This client has
received a return on investment of more than $50 for every dollar he spent
on coaching and consulting.
At an Investment Retreat, we analyzed all of a client’s
brokerage, investment, bank and insurance accounts and showed him how
to significantly increase his Investment Income to enjoy lower risk, lower
expenses and higher income.
Retreats are usually held at a hotel near the Los
Angeles International Airport or in Manhattan Beach
or Redondo Beach, California. Dr. Moine
has also held Retreats at the offices of his clients or at hotels in their
cities.
For those who are ambitious and want to make rapid progress in growing
their businesses, Retreats are one of the most unique and powerful business
building methods available.
Due to Dr. Moine’s busy schedule, we can only offer a limited number
of Retreats. To learn about the next day available for a Retreat, send
an email to DrMoine@aol.com and tell
us what you would like to cover or accomplish. The investment is $5,000
if you come to Los Angeles. If Dr. Moine travels to your city or town,
the investment is $6,000 for a 1-day Retreat plus travel expenses (airfare
and hotel).
4. Investment Strategies. Our area of
expertise in the investment arena is helping clients significantly increase
their investment income. For many years, Dr. Moine has been working
in investment research and on the development of higher return, lower
risk investment strategies.
We work with a wide variety of high-quality income investments. We are
independent and objective and always put the needs of our clients first.
We are not influenced by any brokerage firm, broker-dealer or insurance
company.
We respect your investment philosophy and your risk tolerance. Whatever
your choice of investments (mutual funds, bond funds, ETFs, annuities,
REITs, stocks, index funds, managed accounts or other investments), we
will help you optimize it. We also manage Income Portfolios for clients.
5. Seminars. Dr. Moine has developed a
wide variety of powerful seminars that he has delivered to major companies
all over the world. He has individual seminars covering most of the topics
in his books and articles. If your company or broker dealer is planning
a convention or workshop and if they are interested in having a thought-provoking
and motivational speaker, have them send an email to DrMoine@aol.com.
Please provide the dates of your program and we will get back to you to
let you know if Dr. Moine is available.
Dr. Moine’s speaking fee is $6,000, plus travel
expenses (air fare, one night hotel, rental car if necessary). This fee
includes all preparation for the seminar, writing a customized workbook
for the participants and delivering the seminar. If you would like us
to print the seminar workbook, printing expenses are billed at cost. Most
clients request that we send them the seminar workbook and they print
the copies needed by seminar attendees. Dr. Moine offers a lower speaking
fee for non-profit professional associations and for events held in Southern
California.
Dr. Moine’s speaking fee for international assignments (anywhere
besides the USA, Canada or Mexico) is $12,000 plus travel,
hotel, etc. International travel must be first-class or business class.
Domestic airfare can be coach.
Retainers: We do not require any type of long-term contract.
Some clients hire us for only a few hours of coaching and some have worked
with us for almost twenty years. Some clients set up a retainer. These
are clients who want to be guaranteed of having a certain amount
of our time to finish a crucial project, build their business, take advantage
of a business opportunity or work on their investment goals. Priority
scheduling is given to retainer clients.
Some retainer clients reserve four hours per month and a few corporations
have reserved 50 hours per month when they wanted Dr. Moine to work on
a high-priority marketing or business-building project. How much time
you wish to reserve depends on your goals and how quickly you want to
reach them. There is no risk in sending a retainer as any time you choose,
all unused portions of the retainer will be refunded to you. After the
opening retainer is used, it can be replenished or work will then billed
on an hourly basis. Invoices are sent approximately monthly.
Free Initial Call: Depending upon Dr. Moine’s
schedule and availability, he will provide a free initial call of up to
10 minutes to answer any questions you may have before becoming a client.
Cancellations: To cancel or re-schedule a coaching session,
you must call and give notice at least 24 hours in advance. If you do
not give notice at least 24 hours in advance, the fee for the time reserved
is owed. If you must cancel or re-schedule any out of office or out
of town work, you need to give at least seven (7) days notice in advance
or the fee for the time reserved is owed..
Refunds: Books and tapes returned within 30 days in
new and unused condition receive a 100% refund minus a 20% restocking
fee. Postage and handling are not refundable. There is no refund for professional
services. We have never had a client request a refund for professional
services, but we answer this question because a few times a year people
visiting this website ask.
Copyrights: We are lifelong students of writing, advertising
and persuasion. We can help you write and polish your advertisements,
seminars, articles, website or book. Copyrights: I will not violate anyone’s
copyrights. Since there is no way we can check the copyrights of whatever
you ask us to rewrite, you must guarantee that the work is yours and is
not in violation of anyone’s copyrights. We are not responsible
for any copyright violations on any material you ask us to rewrite, edit
or prepare for publication.
Reprint Rights: If you would like to reprint any of
Dr. Moine’s articles, send us an email. If you are not selling the
article, we normally grant free reprint rights as long as appropriate
attribution is given.
The Importance of Taking Action: Most professionals
and business owners build their businesses slowly and through trial and
error. There is a better way. If you see a fit between our areas of expertise
and your needs, you can fill out the coaching and consulting application
at the end of this section and fax or mail it to us. Upon receiving it,
we will call you or email you to let you know when we can work with you.
Along with your application to work with Dr. Moine, feel free to send
us a brief email telling us a little about yourself, your business and
your goals. Let us know anything about yourself or your business of which
you would like us to be aware. If you would prefer, you can cover this
in your first session with Dr. Moine. We look forward to working with
you and helping you achieve your goals.
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Coaching and Consulting Agreement
(Please fill out this form in black ink.) I have read on www.DrMoine.com
the description of the professional coaching and business building services
offered by Dr. Donald Moine and Association for Human Achievement, Inc.
and I agree with the terms and conditions. This agreement is entered into
in Los Angeles County, California. I (my company) qualify for the following:
______ Corporate Consulting: For companies
with revenues of more than $20 million per year. $750 per hour.
______ Discounted Individual, Financial Advisor, Professional
Speaker and Small Company Rate: $500 per hour.
______ Deep Discounted Rate: I am a financial
advisor whose firm brings in less than $1 million per year. $350
per hour. This deep discounted rate is subject to the availability of
Dr. Moine’s time and may not be available when you apply.
Retainer Clients: If you would like to reserve a certain number
of hours of Dr. Moine’s time, send an email to DrMoine@aol.com
or a letter stating the number of hours you would like to reserve. We
will get back to you with information on Dr. Moine’s availability.
Projects: If you would like a fixed price for a marketing, business
building or investment project, send a brief description of the project
to DrMoine@aol.com.
Agreement: I would like to work with Dr. Moine and I qualify for
the above rate. Below is the method of payment I will use (check or credit
card). Hourly coaching and consulting sessions are normally billed on
the day services are provided. Writing, advertising, marketing and investment
management work is normally billed monthly or quarterly. Please bill the
following credit card for services delivered. I understand that the charge
will appear on my credit card statement next month under “Assoc.
for Hum. Achievement, Rolling Hills, CA” or a similar abbreviation
depending on my credit card.
Credit card:  VISA
MasterCard
American Express (we do not accept Discover)
Card Number_______________________________ Expiration
Date: ________________
Exact name on Credit Card (Print clearly)________________________________________
Agreed to by (sign)__________________________ Title:
_____________ Date: ________
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I am mailing my check for $___________ to reserve _____
hours with Dr. Moine. Make your check payable to Association
for Human Achievement, Inc. and mail to 904
Silver Spur Rd., Suite 656, Rolling Hills Estates, CA 90274.
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Corporate Retainer: We are mailing our check for
$7,500 to reserve ten hours of consulting with Dr. Donald Moine. Make
payable to Association for Human Achievement, Inc., 904 Silver
Spur Rd., Suite 656, Rolling Hills Estates, CA 90274. |
Print Name: ____________________________________ Title: __________________________
Company: ____________________________________________________________________
Address: _____________________________________________________________________
City, State, Zip Code: ___________________________________________________________
Phone Number: ___________________ FAX: ________________ Email: __________________
Website: __________________________ Licenses Held: ______________________________
Years in this business: ____ Prior careers: ___________________________________________
Do you own this business? ______ Description of Business: ______________________________
Feel free to email us a brief description of your goals or you can cover
this in your first consulting session with Dr. Moine
If using a credit card, please fax this completed 2-page form
to AHA, Inc., at (310) 378-2742. If sending a check,
please mail to the above address. Upon receipt of your fax or letter,
we will call or email you to set a convenient time to
work with Dr. Moine.
All of the above fees may be tax-deductible. Consult your tax advisor.
We look forward to helping you achieve your business and investment goals.
–Dr. Donald Moine
Accepted by Assoc. for Human Achievement, Inc. ________________________
Date:______
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