Course curriculum

  1. 1
    • About The Course

    • Course Outcomes

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    • 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

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    • 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

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    • 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?

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    • 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

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    • 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 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

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    • 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

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    • 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

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    • 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

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    • Contingency Planning Video

  9. 9
    • Business & Personal Resilience Overview

    • Sue Wilde - The Importance of Resilience

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    • 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

    • Feedback Survey

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

    • More Resources for You

    • Before You Go...

    • Phil Roberts - Why Become a Chapter Leader?

  13. 13
    • Monthly Webinars & Continuing Education