Course curriculum
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1
Welcome to the course!
- About the Course FREE PREVIEW
- Course Introduction FREE PREVIEW
- Overview - Business Advisory Model & Professional Standards FREE PREVIEW
- Join a local Chapter FREE PREVIEW
- A message from the instructor FREE PREVIEW
- How to use this learning platform
- Advice on Enrollment
- Before we begin...
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2
Building a Practice Strategy
- Your Strategy FREE PREVIEW
- Your Positioning
- Return on investment
- Your Business Model
- Assessment Task
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3
Developing a Business Model
- What makes a good advisor?
- Questions a sports coach asks
- Asking Personal Questions - Peter Christman Interview FREE PREVIEW
- What do business owners need?
- Simple model example
- Business lifecycle
- Developing strategic metrics
- Client Accountability
- How to improve your advisory effectiveness?
- Client monthly business review meeting
- The 4 step strategy execution model
- Collaboration based advisory
- Sample marketing strategies
- Sample Marketing & Building Blocks - Peter Christman
- Sample billing strategies
- Q&A Session - Practice readiness
- Making the leap
- Entire Lesson Plan
- Peter Christman Tips
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4
Conducting Client Discovery Meetings
- Tip 1 - Selling Yourself, Not a Product
- Tip 2 - Asking Open Questions
- Tip 3 - Establishing Hot Buttons
- Tip 4 - Focusing on Value Proposition
- Tip 5 - Key Phrases
- How to use the Client Discovery Software
- Discussions and Advice - Conducting the Assessment
- Entire Lesson Plan
- Assessment Task
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5
Client Discovery Meeting - Assessment
- Conduct Client Discovery Meeting
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6
Strategic Direction & Business Planning
- Business Plans are like Rocket Ships FREE PREVIEW
- Quick & Nasty Business Plan
- Business Planning Process
- One Page Strategy
- Competitor Analysis
- Customer Needs
- Analysing Sales Performance and Segments
- SWOT Analysis
- Strategic Direction
- People Alignment and Culture
- Biggest Impact Goals
- Accountability is the Key to Success
- Sample Business Plan
- Assessment Task
- Sample Strategic Plan Client Template
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7
Business Strategy- Assessment
- Prepare a Business Plan for a client
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8
Monthly Client Review Meeting & Scorecards
- Introduction
- Case Study - John Smith
- What did you learn from the case study
- Understanding KPI and Strategy Map
- Turning the Scorecard into a Monthly Review Meeting
- Entire Lesson Plan
- Assessment Task
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9
Next steps
- Congrats, Here is what's next
- More resources for you
- Before you go...