Episode 2

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Published on:

7th Jun 2023

3x Your Income: Breaking through and Getting Clear

Check out Allison’s page and contact her to set up your coaching call here.

Patrick: Welcome back to another episode of The American Wealth Project. My name is

Patrick McAndrew, and I'm excited to be here and bring you today's guest. One

of the main reasons why we developed this resource is we wanted to bring people

who are accessible, phenomenal, and local that have been proven to provide

results, whether it's in advice, a service, or in this case, exceptional

coaching. This is next level coaching that we're going to be talking about

today. I'm primarily speaking to those of us who are building a business or who

are self-employed in some way or are high achievers in their industry. Today's

episode is for you. I'm sure you set goals just like I did in your business or

in your practice or whatever field that you're a high performer in. Where are

we at? That's the question, right? Where are you at mid-year? Are you closer to

your goal? Are you on track? Are you behind? And what actions do you need to

take? That's the conversation today. Allison is a phenomenal coach. She's all

about breaking through to the other side. Getting through whatever's in your

way to create the results that you say you want. So be careful what you tell

her that you want because she's going to hold you to it. That's been my

experience. That's why I've been so excited to have this podcast, I've seen how

incredibly effective she is in working with people. I've had the opportunity to

get coaching from her and let me tell you, it's been amazing. Excited to bring

you to her today. We're going to get a little bit into her background and just

know that she is going to offer something at the end of this that I couldn't

believe. I'll share that with you at the end of the show and so please stick

around for that and be ready to take some notes and take action. It's mid-year.

Let's get the results we said we wanted. All right, let's get to it. Allison ALMIGHTY

Bechtel Clark.

Thank you so much for making time for us today. I appreciate

you coming on. I know you got a lot going on in your world, so thank you for

making time.

Allison: My pleasure. I'm happy to be here Patrick.

Patrick: It's been a while since I've caught up with you. I was so excited to bring you on and offer you as a resource to those I work with. I've experienced

you and seen how successful you are in working with folks and excited to catch

up with you and get clear on what it is you're doing these days and how you are

continuing to coach and support people. So excited to get into that. Can you

give us a bit more about your background, just kind of briefly how you got to where

you're at and doing what you're doing now.

Allision: Yeah, sure. So originally my background really

is in real estate. I grew up in real estate. My mom was very successful real

estate agent, real estate broker, and I originally wanted to be a doctor. But I

realized after let's see, it was right after college, I actually started working

at my mom's real estate company. And I realized the reason why I thought I wanted

to be a doctor was because I watched my mom work her tail off all the time. 24/7,

always working. There was always something going on, and I realized, I didn't

want to have that life. And I realized that if I became a doctor, I would be

doing the same exact thing. But I'd be on someone else's watch instead of

running a business. So not too long after that, I took over one of the offices,

and within the first 90 days, I recruited 100 real estate agents to join our

office. And we were the number one most profitable int he whole country that

year, which was super exciting.

Patrick: Within 90 days?

Allison: Yes. It was crazy. It was crazy. I'd have seven or eight

appointments a day, but it was, like, crazy fun, right? And then from there, I

took on two more offices and I had about 400 real estate agents working for me .And

what I found during that time was that I never really had the passion for just

selling a house. My true passion was sitting across from a real estate agent

who was trying to build a business, a brand new business for them, like, how do

I do this? And to figure out how to put all the pieces of the puzzle together

to make them super successful, that was really what just drove me all the time.

And so all those people I brought in, it was my mission of how can I get them

up to speed as quickly as possible so they can see success? And that's when I

knew that I was a success from the coaching that I was delivering.

Patrick: Got it. I suppose you had to do a ton of that building that business out, right?

Allison: Yeah, absolutely. And it's so much fun to watch the light bulb go off for someone

and then to come back in and go, oh, my gosh, I just got my first sale. And now

they get to talk about the car they're going to buy, the dance program they're

going to put their daughter in they couldn't afford before, like that type of

stuff. It really moves me.

Patrick: Yeah, that's awesome. That's fantastic. I can totally feel that. So tell me more about where you're at now. This is how you got into coaching and getting people to move forward. What's that look like now?

Allison: Over the last 20 years, I've developed a lot of systems from all that coaching

one on one with people into an actual program so they can, especially for

entrepreneurs, it's so hard, you go, okay, I'm ready to do my own business, but

now where do I start? And I find that there's really one major issue every entrepreneur

has, and then it trickles down into four. So the one big issue I see is that they

lack clarity. So most of my coaching clients I talk to, the first thing

I ask is what do you want? I find that, especially these days, people have

forgotten how to dream. They're just like, oh, I want to make enough money to

get by, or, I want my company to hit 5 million in sales, whatever the number

is. But there's no oomph underneath it. There's no big why. So the hard

part is I find people are forgetting, they don't know where they're going, they

don't know why they are going there, and then who's going to go with them and then

how are you going to get there? That's like the whole enchilada of the big

challenge of being an entrepreneur is you got to take time to get clear on all

those things, and yet at the same time, how do you know? Right? So if you've

never done it before, It's really challenging. So I've taken all of those parts

and put it together into a program, a six month program, so that I can walk an

entrepreneur no matter what level you're at. I've had entrepreneurs who are

just getting started. They're brand new. I have another couple of clients I'm working

with that do multiple millions every single year, and the same concepts apply. But

you got to get really clear on where you're headed and why and who do you need

with you.

Patrick: That's awesome. I mean, you have to have a compelling reason why you're doing

what you're doing in order to get where you want to go, right?

Allision: Yeah, absolutely.

Patrick: And I haven't shared this yet, but I have had the

opportunity to work with you. And I've seen you live, do that with folks, and

it's super effective. It's really amazing to see people go through that

process, go through that questioning, and get clear on what they want, and how

to get there. So, yeah, I can vouch for your ability to do that, for sure. So

six month program. And can you tell me a little bit more about how that looks

like? What's that look like for somebody who says, yeah, that sounds like

something I need to do?

Allison: Well, let me actually share a story about one of my clients because he really

walked through all four of them. So his name was Matt, and Matt came in to my

office one day, and he's always, like, the upbeat guy that everyone wants to

hang out with. He's like, super cool. He wears, like, $400 jeans, right? And

he's just always the nice guy you want to hang out with at parties.

Patrick: It sounds like me. Patrick's his name, but I don’t wear $400 Levi's so never mind.

Allison: So Matt comes in one day, and he looked miserable, and

this was not his normal energy, right? And so I just said, Matt, what's going

on? He goes, Allison, I have to talk to you right now. I have the worst news. I

thought for sure, someone had died or something terrible happened. He sits down

and he says, my wife is pregnant. And I'm like, oh, my God, it's so amazing for

you. This is great. He goes, no, you don't understand. She has a really great

cushy job where she makes like, $200,000 a year, and I don't actually have to

work. I do this for fun, to be social. So, like, now she's going to quit. I

have to actually work, and I don't know how I do this? You teach people all the

time. I've never done it because I didn't have to. We sat down and got really

clear. Now, clearly he had a why, right? He knew why he had to get this done,

so that was definitely motivating for him. He had no idea what his big goal

was, but we knew the income he needed to create in order to replace what his

wife had done. And then we got really clear on, like, so who do you need around

you and what talents and skills do you have such that we can create a plan for

you? And we took all of the items. I had to make a list of all of his

strengths. What is he really, really good at? And he said, I'm good at having

parties. I said, okay, that's an interesting strength, and let's build a plan

around that. So we literally built a business plan 100% around him having

parties. Every week, his only job was to have a party on Friday or Saturday

night. All week long, he had to build the list of people who were going to show

up to his house. So he was going to get it catered, do his whole thing. And so

what I told him was, when you invite a couple, tell them that their ticket to

get into the party is to bring another couple with them that you don't know

yet. So he did. And over the course of the next 90 days, he tripled his income

from the entire previous year. He tripled it in 90 days. He made so many sales

in real estate that he was like, oh, my God, I just replaced her income. Like,

for a six month income, I've replaced it. I'm totally on track to crush it. And

so I find oftentimes with entrepreneurs, we try to do too much, right? Because

it's like, oh, Bob over there is doing that, I should do that, and Sue's doing

that, and it's working for her, I should do that. And so we have a bazillion

things on our plate of all the things we should be doing, instead of narrowing

that window to, what are the few things that only I can do that are going to

bring the most amount of results? How do we keep it simple? Right? So I took

them through the process of creating a very simplified, very strategic action

plan. So I didn't even call it a business plan because business plans can be

daunting. It's just a plan of action. And from there, he's just blossomed. Now

he owns a brokerage and he's doing all kinds of awesome stuff with his life. But

it started with him making a decision and getting clear on this is exactly what

I'm going to do.

Patrick: Wow, that's a really cool success story. And he probably had a lot of fun doing it.


Allison: Oh, my gosh. Totally. I mean, seven parties every week. Who wouldn't love to do that?

Patrick: Yeah, that's great. So tell me more. You kind of hit it in the beginning. I'm

just curious what drives you? You talked about having this compelling vision

and a why, right . So if you don't mind sharing, I don't mean to put you on a

spot, but what's your why what's your compelling vision for doing what you're

doing?

Allison: You know what? I love working with people to be able to see what result I can

create through other people. Does that make sense? I look at my kids, for

instance, and I think about how I show up for my children, and the model that I

get to portray for them is really important for me. And the same thing with all

the clients that I get to work with. It's like I get to be 100% into creating

something awesome with someone else. It's like the partnership of I'm going to give

to you to create a result. And then that energy also comes back to me, and I

want to be able to create a life for my kids, that they have investment

properties that they get to have bequeathed to them when I pass away, that we

get to go on trips and vacations together. And so what I want for me, I want

the best for my clients as well. It lights me up. I love seeing other people

win because I know that I'm winning at the same time.

Patrick: Yeah, that's perfect. I can get totally behind that. I feel the same way about

what I do with people I serve, and that's fantastic. Thanks for sharing that on

the spot. The question I have for you too, is we're at this halfway point

through the year. I think it can be a place to start measuring our results. And

the people I serve most, or I like to work with most, are probably similar to

the ones that you serve as well. These are people who are entrepreneurial

minded. They are building a business or they provide a service. They're self-employed,

and a lot of the results they create is due directly to their effort. They need

to be very clear about what it is they want to create in their lives and in

their business. And so, we're six months in. What's things or what questions or

what recommendations do you have for these folks when we're looking at the

halfway point of the year?

Allison: That's a great question, actually. With my real estate company, I would do this

every year in June, too. It's a midyear check in to see where are we at. So our

point A was here in January, and now we're halfway through. Are we anywhere

near the goals that we set? Or if we didn't set any goals, are we on track to

do what we would like to do for the rest of the year? Part of the challenge and

thing to think about, too, is that in most businesses, I'll say you actually

have a 90-day window of like, a ramp up period. So what you decide today, the

results don't usually show up until 90 days later. So there's always that

window of time where when we start planning for next year, for 2024, we actually

got to start that in, like, October, September. You should be looking at what

your business plan looks like because you're going to actually be able to

implement and start in October, which is the ramp up time to see the results in

January. I would say take a real accounting of where are you at on the scale of

one to ten of here's our big goal, and we're super short or we are way over our

goal, which means we set our goal too low. So are you giving yourself too much

credit or not enough credit? And from there go, okay, now how do we reset and

get clear on this is what we're going to do moving forward and to take a look

at strategies. Strategies are incredibly important to really analyze and look

at what are the things you're doing that are not working. Because oftentimes

when I look at some of my clients calendars, they have all kinds of crap on there

that really they don't need to ever touch, that could be literally a virtual

assistant for $5 an hour, but they're wasting their time doing those little

things that are not their things. And so if there's things you're wasting your

time on, you got to look at, how do you get rid of those and then what are the

things that are really working? So if you look at your calendar and have

something in green, I always do a color coded system. Green means dollar

productive time. And if there's not enough dollar productive time, what are the

things that only you can do that do produce a result like that's where the time

needs to be spent. So really taking a look at your strategies and your time

allocation are the two things I'd recommend for the midyear checkup to be able

to adjust for the end of the year.  

Patrick: Got it. That's great. Thank you for that. And I'm supposing this is all stuff that's

incorporated into your coaching program, right? How to really delve deep into these

things and create results.

Allison: Absolutely, yeah. And the whole first month is 100% about vision and clarity

and where you're going and why...

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About the Podcast

American Wealth Project
Your wealth & Your Community: Financial education and community resources
Welcome to the American Wealth Project where we provide timely and relevant financial education that matters to our community. A place where we will also highlight community members who are experts in their field and provide incredible service to others. These are community members who are accessible, provide outstanding value, and have results. The project is growing our wealth and growing ourselves; the project never ends. Chick back in as we update and improve the project.

About your host

Profile picture for PATRICK MCANDREW

PATRICK MCANDREW

With over 20 years of experience in the financial services industry, Patrick has extensive experience servicing the American entrepreneur and their families. This includes building out quality financial education and support programs to employees who are part of an owner’s team.

Although working with self-employed and small business owners is his expertise, Patrick makes sure to leave room to serve veterans and first responders who are referred to him.

Ultimately, Patrick seeks to build long-term relationships with the families he serves and gains tremendous satisfaction being a guide on their journey to financial liberty.

Patrick also is a member of the Army Reserve where he has served for over 20 years and includes multiple deployments overseas. Serving his country and leading Soldiers is a great passion in his life and is a continuation of a long family tradition of service.

Patrick also greatly enjoys delving into personal and leadership development content. Lifelong learning and increasing the impact he makes on the life of others is another passion in his life.

More recently though, Patrick has been blessed with starting a family with the love of his life Diana. Becoming a better husband and learning to be a dad takes up all the extra time when not serving clients these days. Of all the great accomplishments, experiences, and passions he has, being a husband and father has shot to the top of the list.

Patrick, Diana, and son Nathaniel (don’t forget the family dog Wedge!) reside in southern California. Diana is a huge outdoor enthusiast and likes to get the family outside and, on the road, whenever she can. Of course, she makes sure of dog friendly trips so that Wedge doesn’t miss out on any fun.

Contact
patrickmcandrew@yourcoreplan.com