Course curriculum
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1
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Message From Your Instructor
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What Will The Course Cover
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Marketing Course Workbook
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How To Use This Course
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Academic Panel - Phil Roberts: Building a Business for an Advisor
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Update: Building a Business for an Advisor - Phil Roberts
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Dale Coutts - Role Of An Advisor
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Update: Role Of an Advisor - Dale Coutts
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Understand A Business Owners' Journey
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Some Benefits Of Advisory
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How It Feels Helping To Succeed
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Advisors Wear Many Hats
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2
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How To Be A Successful Advisor
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Steve Beatty - How Steve Built Confidence
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Success Is a Journey
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Matt Jones - Being a Rookie Advisor
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7 Keys To Winning New Clients
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Being A Good Advisor Takes Time
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Transition From First Starting To Now
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Characteristics Of A Good Advisor
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Having Empathy For Your Clients
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Why Is Trust Credibility Important
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Benefiting from a Business Advisor
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Mastery of Skills
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Need To Deliver Quick Wins
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Comfort Zone
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What's In Your Comfort Zone
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The Imposter Syndrome
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Simon Prowse - Why Get Into Advisory
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Don't Look Scared
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What Are The Basic First Steps
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Become A Certified Advisor
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3
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Focus On Your Personal Skills
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Cameron Fancourt - Tips For Advisors
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Characteristics of a Successful Advisor
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Cameron Fancourt - Have a Positive Mindset
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Sue Wilde - Empathy & Listening
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Sue Wilde - Coping With Stress
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Joe Woodard - How To Build Rapport
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4
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Sales Skills
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Tip-Sales Is a Process
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Active Listening Skills
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How to Overcome Objections
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Elevator Pitch
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Why Referrals Are Important
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Sample Referral Sales Script
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Get Testimonials For Your Practice
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Clever Questions And Phrases
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5
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Create A Good First Impression
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Sue Wilde - Understanding Your Clients Before Asking Questions
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Simon Prowse Client Discovery Confidence
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Linda Hamilton - Feeling Like You Have To Have The Answer
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Dale Coutts: Discussion with Clients
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Phil Roberts: Phrases
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Darrell Weekes - Why is a Client Discovery Important
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More Than Just Financials
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Darrell Weekes--How Do Clients Make Their Decisions
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Linda Hamilton - What Do You Chat About With Your Clients
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Debbi Alison - Experience Helping With Questions
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Being A Good Advisor - Look At The Big Picture
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Academic Panel - Joe Woodard - Why Accountability Meetings
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Academic Panel - Fred Fardeau- Business Plans
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Academic Panel - Joe Woodard- Strategic Plan
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6
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Marketing Case Study
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What Advisory Services To Offer
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Fred Adds Videos To The Website
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Fred Reviews His Video Options
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Fred Reviews The Business Owner Heroes Video
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Fred Reviews The Exit Planning Video
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Fred Reviews The Profit Growth Methodology Video
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Fred Reviews The Advisory Board Video
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Fred Emails The Video To His Clients
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Fred develops Website Call To Action
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Fred Develops a Proposal
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Fred Develops an Impressive Company Background Presentation
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Fred Reviews the Client Methodology
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Fred Thinks About Developing More Powerful Copy
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Fred Creates Brochures and Seminar Invites
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Fred Increases His Credibility and Markets The Certified Logo
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7
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Linda Hamilton - Marketing Strategy
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Academic Panel -Fred Fardeau- Marketing
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Marketing Basics
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Marketing Needs To Be Connected
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Structured Marketing Plan
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Competitive Intelligence
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Find Your Target Market
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8
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Matt Jones - How to Generate Leads
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Matt Jones - The Importance of Having a Speciality
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Specialise Vs Not Specialise
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Being The Best and a Thought Leader
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Jason O-Mahony Thought Leaders
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Academic Panel - Phil Roberts: Ideal Target
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Whats a Facebook Group - How To Use It
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Matt Jones -Type of Events To Run
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What Area Do You Specialise In
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Example of Greg Boyer Specialisation
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9
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Trust Pyramid
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Linda Hamilton - Public Speaking Generates Response
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The Sales Funnel
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Peter Christman-Close Rate Of Good Advisors
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Matt Jones - Lead Conversion Process
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10
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Academic Panel - Dale Coutts: How Do You Win New Clients?
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Developing Marketing Copy
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Education Based Marketing
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Implementing Education Based Marketing
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Sample Educational Based Marketing Content
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Matt Jones - Talking About Benefit vs Product
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11
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Where Should We Start (Audience)
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Jade - Digital Strategy
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What is SEO
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How Can You Optimise SEO
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What Do We Mean By Optimising
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What is PPC
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Example of Credibility - Use The Institute Logo
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What Do All Good Websites Have (CTA)
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Why Is a CTA Important
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Sample Call to Action
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Jade - Facebook Groups
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What Can I Use in the Resource Folder
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How Can I Use the Institute Videos
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Example of Institute Video - Business Owner Heroes
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Jade - Example Appeal to The Target Emotionally
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Jade - Example Website Clear and Simple
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12
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Business Plan & Development Workbook
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Before You Go...
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Congrats, Consider These Reasons To Now Get Certified!
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