Course curriculum

  1. 1
    • About The Course

    • Course Outcomes

    • Academic Panel - Phil Roberts: Benefits of the Institute

    • Steve Beatty-Differences Between a Good & Bad Advisor

    • Academic Panel - Joe Woodard: Tips for Advisors

    • Academic 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

    • How to Use this Learning Platform

    • Advice on Enrollment

    • Professional Standards for Business Advisors

    • Academic Panel - Dale Coutts: Confidence

    • Before we Begin...

  2. 2
    • 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

    • Academic Panel - Phil Roberts: Is Empathy Important?

    • What Makes a Good Advisor

    • Academic Panel - Joe Woodard: Good vs Bad Advisor

    • Role of an Advisor

    • Think of Yourself as a GP

    • How to be a Great Advisor

    • Questions a Sports Coach Asks

    • MAUS 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?

  3. 3
    • Developing A Business Model Workbook

    • Module Overview- Developing a Business Model

    • Academic Panel - Dale Coutts: What is Dale Charging?

    • Academic 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

    • Simple 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

    • Q&A Session - Practice Readiness

    • 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

  4. 4
    • 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

    • Building 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

  5. 5
    • 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

    • People Alignment & Culture

    • Goals with the Biggest Impact

    • Accountability is the Key to Success

    • Practical Tips

    • Sample Business Plan

    • 2 Page Business Plan Template

    • Assessment Task

    • Sample Strategic Plan Client Template

    • Prepare a Business Plan for a Client

    • Academic Panel - Joe Woodard: Planning is about Efficiency

  6. 6
    • 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

  7. 7
    • 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

    • High 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

  8. 8
    • 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

    • Contingency Planning Video

  9. 9
    • Business & Personal Resilience Overview

    • Sue Wilde - The Importance of Resilience

    • Sue 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

  10. 10
    • Additional Templates

  11. 11
    • Client Needs Analysis Assignment

    • Business Planning Assignment

  12. 12
    • Congrats, Here is What's Next

    • More Resources for You

    • Feedback Survey

    • Phil Roberts - Why Become a Chapter Leader?

    • Before You Go...

  13. 13
    • Monthly Webinars & Continuing Education

Social proof: testimonials

"They care so much about quality"

Kylie Ahmed

Having recently undertaking my Institute of Advisors accreditation, I am impressed at how professional and community minded the people involved are. They care so much about quality - from the material that is produced, the software tools they develop, to their people first approach. I have found the course content to be invaluable as I start my journey in my own Advisory, and so practical. The ongoing support and sense of community is refreshing. I am proud to be a partner and am so looking forward to working closely with the Institute in the future

"Considering business advisory or coaching, this is the course"

Karin Rook

When you arrive at a cross road and are considering if business coaching or business advisory might be the journey to take, go and do the course! Advisory is a growing industry and having a professional standardized business advisory approach and philosophy as the Institute of Advisors is offering, you keep going for Gold and will be able to really help many business owners in their journey.

"The Institute of Advisors is a crucial organisation that ensures the highest standards and credibility for Business Advisory firms"

Steve H

The Institute of Advisors is a crucial organisation that ensures the highest standards and credibility for Business Advisory firms. In this time of uncertainty, when businesses need to be sure of advice, IOA provides a level of confidence that has been so lacking in this space.

"great community of advisors that are multi-disciplined in its focus"

Linda Hamilton

I joined Institute of Advisors (IOA) because it's a great community of advisors that is multi-disciplined in its focus. It is really helpful to collaborate and network with peers who understand the challenges and the opportunities available to advisors. IoA meetings bring education, best practices, and innovative ideas to help us serve business owners better. How often does a question come up when working with a client that is outside your experience or skill set? Institute of Advisors is a community of advisors who are willing to share

"Instrumental in the success of my firm"

larry Weiss

I joined a year ago when I completed the Certified Professional Business Advisors. The program was instrumental in the success my firm Weiss Advisors has realized in the last year.

"Best thing was the simple steps"

James Anthony

Really impressed with the course…I thought the best thing was the simple steps I need to follow on how to resonate with business owners. It helped me to understand how I can commercialise business advisory

Bonus material

Include additional content to your course curriculum to provide further value to your students.

  • Bonus Monthly Live Workshops

    Each month we conduct live monthly workshops and cover areas that are important throughout the course. Each month we break up into smaller groups so advisors can network with each other.

  • Certified Credential

    When you complete the course you walk away with a credential and a Certified Logo. Advisors can use this logo on their website, on LinkedIn and as an email signature.

  • Resources to use in your practice

    During the course we demonstrate the correct processes and techniques to talk to clients. We then give you those forms and templates that you can use with your clients as long as you are an active member.