Course curriculum

  • 1
    WELCOME TO THE COURSE!
    • About The Course
    • Course Outcomes FREE PREVIEW
    • 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 FREE PREVIEW
    • How to Use this Learning Platform
    • Advice on Enrollment
    • Professional Standards for Business Advisors
    • Academic Panel - Dale Coutts: Confidence
    • Before we Begin...
  • 2
    THE ROLE OF AN ADVISOR
    • 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 FREE PREVIEW
    • 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?
    • The Role of An Advisor Workbook
  • 3
    DEVELOPING A BUSINESS MODEL
    • Module Overview- Developing a Business Model
    • Academic Panel -Fred Fardeau-Example of business models
    • Academic Panel - Dale Coutts: What is Dale Charging? FREE PREVIEW
    • Academic Panel - David Blair - Building a Good Business Model
    • Academic Panel - Joe Woodard: How To Build a Successful Practice
    • Business Model Basics FREE PREVIEW
    • 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
    • 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
    • Developing A Business Model Workbook
  • 4
    CLIENT DISCOVERY MEETINGS & WINNING CLIENTS
    • 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 PREVIEW
    • 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
    • Client Discovery Workbook
  • 5
    STRATEGIC DIRECTION & BUSINESS PLANNING
    • 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 PREVIEW
    • 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
    • Strategic Direction & Business Planning Workbook
  • 6
    MONTHLY CLIENT REVIEW MEETINGS & ADVISORY BOARDS
    • 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
    • Client Review & Advisory Board Workbook
  • 7
    MARKETING MY PRACTICE
    • 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 PREVIEW
    • 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
    • Marketing My Practice Workbook
  • 8
    CRISIS MANAGEMENT - BUSINESS RESILIENCE
    • 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 PREVIEW
    • Contingency Planning Video
  • 9
    CRISIS MANAGEMENT - PERSONAL RESILIENCE
    • Business & Personal Resilience Overview
    • Sue Wilde - The Importance of Resilience FREE PREVIEW
    • 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
    CERTIFICATION ASSIGNMENTS
    • Client Needs Analysis Assignment
    • Business Planning Assignment
  • 11
    NEXT STEPS
    • Congrats, Here is What's Next
    • More Resources for You
    • Before You Go...
    • Phil Roberts - Why Become a Chapter Leader?