Institute of Advisors

How To Be A Successful Advisor

Steve Beatty - How Steve Built Confidence

Success Is a Journey

Matt Jones - Being a Rookie Advisor

7 Keys To Winning New Clients

Being A Good Advisor Takes Time

Transition From First Starting To Now

Characteristics Of A Good Advisor

Having Empathy For Your Clients

Why Is Trust Credibility Important

Benefiting from a Business Advisor

Mastery of Skills

Need To Deliver Quick Wins

Comfort Zone

What's In Your Comfort Zone

The Imposter Syndrome

Simon Prowse - Why Get Into Advisory

Don't Look Scared

What Are The Basic First Steps

Become A Certified Advisor

Focus On Your Personal Skills

Cameron Fancourt - Tips For Advisors

Characteristics of a Successful Advisor

Cameron Fancourt - Have a Positive Mindset

Sue Wilde - Empathy & Listening

Sue Wilde - Coping With Stress

Joe Woodard - How To Build Rapport

Sales Skills

Tip-Sales Is a Process

Active Listening Skills

How to Overcome Objections

Elevator Pitch

Why Referrals Are Important

Sample Referral Sales Script

Get Testimonials For Your Practice

Clever Questions And Phrases

Create A Good First Impression

Sue Wilde - Understanding Your Clients Before Asking Questions

Simon Prowse Client Discovery Confidence

Linda Hamilton - Feeling Like You Have To Have The Answer

Dale Coutts: Discussion with Clients

Phil Roberts: Phrases

Darrell Weekes - Why is a Client Discovery Important

More Than Just Financials

Darrell Weekes--How Do Clients Make Their Decisions

Linda Hamilton - What Do You Chat About With Your Clients

Debbi Alison - Experience Helping With Questions

Being A Good Advisor - Look At The Big Picture

Academic Panel - Joe Woodard - Why Accountability Meetings

Academic Panel - Fred Fardeau- Business Plans

Academic Panel - Joe Woodard- Strategic Plan

Marketing Case Study

What Advisory Services To Offer

Fred Adds Videos To The Website

Fred Reviews His Video Options

Fred Reviews The Business Owner Heroes Video

Fred Reviews The Exit Planning Video

Fred Reviews The Profit Growth Methodology Video

Fred Reviews The Advisory Board Video

Fred Emails The Video To His Clients

Fred develops Website Call To Action

Fred Develops a Proposal

Fred Develops an Impressive Company Background Presentation

Fred Reviews the Client Methodology

Fred Thinks About Developing More Powerful Copy

Fred Creates Brochures and Seminar Invites

Fred Increases His Credibility and Markets The Certified Logo

Linda Hamilton - Marketing Strategy

Academic Panel -Fred Fardeau- Marketing

Marketing Basics

Marketing Needs To Be Connected

Structured Marketing Plan

Competitive Intelligence

Find Your Target Market

Matt Jones - How to Generate Leads

Matt Jones - The Importance of Having a Speciality

Specialise Vs Not Specialise

Being The Best and a Thought Leader

Jason O-Mahony Thought Leaders

Academic Panel - Phil Roberts: Ideal Target

Whats a Facebook Group - How To Use It

Matt Jones -Type of Events To Run

What Area Do You Specialise In

Example of Greg Boyer Specialisation

Trust Pyramid

Linda Hamilton - Public Speaking Generates Response

The Sales Funnel

Peter Christman-Close Rate Of Good Advisors

Matt Jones - Lead Conversion Process

Academic Panel - Dale Coutts: How Do You Win New Clients?

Developing Marketing Copy

Education Based Marketing

Implementing Education Based Marketing

Sample Educational Based Marketing Content

Matt Jones - Talking About Benefit vs Product

Where Should We Start (Audience)

Jade - Digital Strategy

What is SEO

How Can You Optimise SEO

What Do We Mean By Optimising

What is PPC

Example of Credibility - Use The Institute Logo

What Do All Good Websites Have (CTA)

Why Is a CTA Important

Sample Call to Action

Jade - Facebook Groups

What Can I Use in the Resource Folder

How Can I Use the Institute Videos

Example of Institute Video - Business Owner Heroes

Jade - Example Appeal to The Target Emotionally

Jade - Example Website Clear and Simple

Business Plan & Development Workbook

Before You Go...

Congrats, Consider These Reasons To Now Get Certified!