Course curriculum

  • 1
    Welcome to the course!
  • 2
    Building a Practice Strategy
  • 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
  • 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
  • 5
    Client Discovery Meeting - Assessment
    • Conduct Client Discovery Meeting
  • 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
  • 7
    Business Strategy- Assessment
    • Prepare a Business Plan for a client
  • 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
  • 9
    Next steps
    • Congrats, Here is what's next
    • More resources for you
    • Before you go...