How is the curriculum organised?
The core curriculium is organised under 3 "pillars" of a Leveraged Advice Model.
Under each of those are 3 strategic focuses, giving 9 strategic focus areas in total.
The full breakdown is as follows.
Attract covers all elements related to bringing prospects in your business, converting prospects to clients and managing the first 90 days of their journey with you.
- Leads digital marketing, referrals, centres of influence, strategic partnerships, content marketing, value proposition, target market, webinars, seminars, positioning your proposition, marketing automation, paid online marketing, SEO and more.
- New clients covers the whole new client engagement process from first contact to the point the client confirms that they're ready to take your advice.
- Onboarding covers every key touchpoint from that moment forward, including Strategy Blueprint session, Plan Presentation and client engagement and communications during the first 90 days.
Service is all about the way that you deliver your ongoing advisory services to clients, including:
- Offer, which covers what's in your service proposition, how to position it, client retention, scoping service and working with clients who may fall outside "standard" service methodology.
- Pricing, which includes designing a pricing model, analysing your current revenue base, pricing transition, profitability and pricing psychology,
- Experience which covers journey mapping, financial coaching, the Review process, client communications and a lot more related to keeping clients engage, motivated and on the path.
Resource is about how the "machine" in behind makes it all happen.
- Team covers hiring, performance management, team communication, outsourcing, delegation and a host of other elements related to working together.
- Systems covers processes, tech, operations manuals, templating, training systems and how to make systemisation easier.
- Productivity covers a wide scope of things with two central themes; adopting habits that make it easier for you to get better work done in less time and working with your team to support it.
You can check out the full curriculum for yourself here