Become a Certified Professional Business Advisor & Consultant
Learn the secrets to building a successful practice and walk away with the practical tools to start tomorrow
About The Course
Course Outcomes
FREE PREVIEWAcademic Panel - Phil Roberts: Benefits of the Institute
FREE PREVIEWSteve Beatty-Differences Between a Good & Bad Advisor
FREE PREVIEWAcademic Panel - Joe Woodard: Tips for Advisors
FREE PREVIEWAcademic Panel - Fred Fardeau: Why Advisory is Great
Peter Christman-Close Rate Of Good Advisors
Academic Panel - David Blair: How to be a Good Advisor
Academic Panel - Dale Coutts: Institute of Advisors
A Message from the Instructor
Join a Local Chapter
FREE PREVIEWHow to Use this Learning Platform
Advice on Enrollment
Professional Standards for Business Advisors
FREE PREVIEWAcademic Panel - Dale Coutts: Confidence
The Role of An Advisor Workbook
Module Overview- Role of a Business Advisor
Academic Panel - Peter Christman-Good Advisor vs Poor Advisor
Academic Panel - Joe Woodard: Business Advisors Focus
Academic Panel - Dale Coutts: The Role of an Advisor
FREE PREVIEWAcademic Panel - Phil Roberts: Is Empathy Important?
What Makes a Good Advisor
Academic Panel - Joe Woodard: Good vs Bad Advisor
Role of an Advisor
FREE PREVIEWThink of Yourself as a GP
How to be a Great Advisor
Questions a Sports Coach Asks
Iceberg Business Goals
Strategy, Execution and Accountability
Asking Personal Questions - Peter Christman Interview
Academic Panel - Joe Woodard: Tips for Advisors
Academic Panel - Phil Roberts: Is it Just about Problem Solving?
Developing A Business Model Workbook
Module Overview- Developing a Business Model
Academic Panel - Dale Coutts: What is Dale Charging?
FREE PREVIEWAcademic Panel -Fred Fardeau-Example of business models
Academic Panel - David Blair - Building a Good Business Model
Academic Panel - Joe Woodard: How To Build a Successful Practice
Entire Lesson Plan
Business Model Basics
FREE PREVIEWSimple Business Models
Sample Charge Rates
Advisory Business Models
Start Developing a Model
Face to Face or Online Coaching
Why Would a Client Buy Your Services?
Build Resources Around Your Programs
Getting Ready
Determine the Why of Your Practice
It's Not Always about the Money
Business Broker Sample Models
Examine the Readiness Constraints
Sample Roadmaps
Business Model Evolution
Sample Business Model Objectives
Leveraging Your Practice
How to Improve Practice Profitability
Barriers To Success
Sample Charge Rates and Modelling
Technology and What Will Hold You Back
Sample Business Advisor Tech Stack
Sample Marketing & Building Blocks - Peter Christman
Making The Leap
Developing a Business Model - Assessment Task
Peter Christman Tips
Academic Panel - Joe Woodard: Specialisation is the 1st Key Building Block
Academic Panel - Joe Woodard: Standardisation is the 2nd Key Building Block
Academic Panel - Joe Woodard: Automation is the 3rd Key Building Block
Academic Panel - Dale Coutts: Sample Client Success Stories
Client Discovery Workbook
Module Overview-Client Discovery
Academic Panel - Dale Coutts: Discussion with Clients
Academic Panel - Phil Roberts: Phrases
Academic Panel - Joe Woodard: How to Build Rapport
Academic Panel - Joe Woodard: Be Genuine and Passionate
Sell Yourself, Not a Product
FREE PREVIEWBuilding Trust
Look for Hot Buttons
Great Client Phrases
Confidence and Experience
Mapping Out the Client Discovery
Sample Client Discovery Template
Discussion and Advice Conducting
What's Holding the Business Back?
Business Priorities
High Performance Business Quiz
Client Needs Analysis Software
Assessment Quiz
Academic Panel - Phil Roberts: How to Appropriately Give Feedback
Strategic Direction & Business Planning Workbook
Module Overview- Strategic Planning
Academic Panel - Joe Woodard: Strategic Plan Benefit
Well Thought Through Business Plan
Academic Panel - Phil Roberts: Strategic Metrics
Introduction of the Business Plan
Academic Panel - Joe Woodard: You Must Invest in a Plan
Business Planning Process
One Page Strategy
The Analysis - Customer Analysis
The Analysis - Competitor
Customer Needs
Sales Performance
SWOT Analysis
Strategic Direction
FREE PREVIEWPeople Alignment & Culture
Goals with the Biggest Impact
Accountability is the Key to Success
Practical Tips
Sample Business Plan
2 Page Business Plan Template
Assessment Quiz
Sample Strategic Plan Client Template
Prepare a Business Plan for a Client
Academic Panel - Joe Woodard: Planning is about Efficiency
Client Review & Advisory Board Workbook
Module Overview- Client Review Meetings
Academic Panel - Phil Roberts: Monthly Review Meeting
Academic Panel - Dale Coutts: Establishing Key Performance Indicators
Academic Panel - Joe Woodard: Why Have Accountability Meetings?
Introduction
Case Study on KPI's
Lessons from the Case Study
Strategies Linked to KPI's
Developing a Business Scorecard
Reviewing Strategies and Actions in the Scorecard
Monthly or Quarterly Review Meeting
Advisory Board
Assessment Quiz
Academic Panel - Phil Roberts: Sport and Delegation Story
Academic Panel - Dale Coutts: What Does Dale Do?
Case Study Details
Marketing My Practice Workbook
Module Overview- Marketing Your Practice
Academic Panel - Dale Coutts: How do you Win New Clients?
Academic Panel - Phil Roberts: Ideal Target
Academic Panel - Dale Coutts: What Works?
Developing Marketing Advisory Material
External & Internal Analysis
7 Keys To Winning New Clients
Roadmaps
Business Model - The How
Tips For First Starting
Academic Panel -Fred Fardeau-Marketing
Prospect Engagement - Client Discovery
Methodologies & Programs Add Credibility
Networking & Positioning
Pete's Example - Case Study
Partner with Other Advisors
Spicing up the Marketing
Selling Yourself Tips
FREE PREVIEWHigh Performance Business Score - Quiz
Web Banners
7 Step - Business Success Program
How Do We Get Leads To Come To You
Position Your Practice
The Marketing System - Build Relationship
Elevator Pitch
How Do People Choose Business Advisors
What Must You Have
What Unsuccessful Advisors Do
What Successful Advisors Do
Performance Expectations
What Will Hold You Back
Academic Panel - Phil Roberts: Building a Business for an Advisor
Academic Panel - Phil Roberts: Transition from First Starting to Now
Academic Panel - Dale Coutts: Referrals
7 Day Marketing Make-over - Get started with instant resources
Introduction to the sample marketing case study
FREE PREVIEW1. Case Study Resources
FREE PREVIEW2. The Practice Development Plan
FREE PREVIEW3. The Advisory consulting Business Model
FREE PREVIEW4. Develop the marketing framework
FREE PREVIEW5. Impressive videos add credibility
FREE PREVIEW6. Exit & Succession video
FREE PREVIEW7. Advisory Board Video
8. Show you are passionate
FREE PREVIEW9. Call to action free offer
FREE PREVIEW10. Proposal and client presentation
11. How to implement a program
12. The 12 month coaching program
13. Develop a detailed marketing process
14. Instant credibility brochures and logos
FREE PREVIEW15. Exit Planning Workbook
Workbook Crisis Management
Business Resilience Overview
Business Resilience Step 1
Business Resilience Step 2
Business Resilience Step 3
Business Resilience Step 4
Business Resilience Step 5
Business Resilience Step 6
Business Resilience Step 7
Business Resilience Step 8
Business Resilience Step 9
Business Resilience Step 10
Business Resilience Step 11
Business Resilience Step 12
Business Resilience Step 13
Business Resilience Step 14
Business Resilience Step 15
Business Resilience Step 16
Step 17: Contingency Planning Workbook
FREE PREVIEWContingency Planning Video
Business & Personal Resilience Overview
Sue Wilde - The Importance of Resilience
FREE PREVIEWSue Wilde - Leadership and Resilience
Business Owners & Their Employees
7 Step Plan
Step 1 - Coping With Stress
Step 2 - Embracing Change
Step 3 - Taking Charge
Step 4 - Positive Thinking
Step 5 - Creating Balance
Step 6 - Personal Plan
Step 7 - Support
Additional Templates
Editable Brochure - Why Hire a Certified Advisor
Editable Brochure - Business Growth Program
Client Needs Analysis Assignment
Business Planning Assignment
Feedback Survey
Congrats, Here is What's Next
More Resources for You
Phil Roberts - Why Become a Chapter Leader?
Before You Go...
Monthly Webinars & Continuing Education