180 day programs across 6 phases of growth
What you work on at each stage of that journey matters, and this is one key insight that every advice business owners needs to know that could save you years of focusing on the wrong thing and struggling to make it work.
We've aligned our program with helping you understand where you're at in your growth story, then giving you the specific training and tools to accelerate your journey, to help you get ahead faster, sooner and with less stress.
Get yourself to revenue stability faster.
Value proposition. Offer. How to market advice. The best source of your first clients. Sales funnel. Personal and professional networking.
New client process. First contact to initial appointment. Master your close. Positioning ongoing service. Diagnose issues stopping clients saying yes sooner.
Generate the profits needed to invest in future growth
Your first referral system. Find your angle to stand out from other firms. Design your first automated lead capture.
Make service not equal "you". Build offerings based on client engagement needs. Renovate your Review. Package your expertise.
Create your practice's fee model in 90 mins. Build up your fee confident. Launch it to start the path to profit-by-design.
Ready the ship and create efficiency for who is to come
Create an integrated marketing plan.. Kickstart cold partnerships and new ones. Master video. Nail client comms.
Nail the first 90 days from the yes to the plan. Involve, inform and delight. Signature welcome kit. 12-Step onboarding sequence.
Retain, engages and own the future. Master financial coaching. User-Pays Reviews. Transition legacy clients. Master visual tools.
Add in your A-team to drive the business forward.
Build your Advice Manual that will define the way your business is designed to work with clients. Build your meeting pitstop system to spend more time frontstage, less time backstage. Learn how to delegate with greater efficiency and regularity
Tweak your engagement to start adding in some real sparkle and leverage your IP. Put your model game to work to create templates that improve communication and team-wide consistency. Utilise your video skills to deliver review value outside of physical meetings.
Prepare to bring in the people who will eventually manage your people
Stage 3 sets up the bigger game. Take an authority position for market leadership. Master live events and become a dominating speaker. Make content marketing work for you. Create a consistent brand template that defines what and who your business is.
Implement a gatekeeper strategy to keep you away from what doesn't matter. Plan out the team you need around you. Build an internal culture that matches your values. Get clear on KPIs and who does what. Jettison the last of your former role and step into the future.
With your model is proven, replace manual with automation
Put the finishing touches to your automate funnel. Master the "dark arts" of capturing web traffic. Maximise the new lead conversion opportunity with automated welcome sequences. Create your online courses to draw prospects into your proposition.