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A new training series for firms who want to successfully deploy advisory services

Transform In Action is a series of 12 x 1 hour online deep dive advisory modules hosted by our Customer Success Team. It’s delivered weekly and built around business coaching, industry best practice and Richard Francis’s Transform! Advisory playbook. 

Why should you and your team join?

  • We will walk you through the design of your advisory practice
  • Show you how to Identify your target market, and ideal clients
  • Define clear objectives, timeframes and responsibilities
  • Establish clear service offerings and target clients for these
  • Understand how the toolkit can be used to underpin your advisory services
  • Provide strategies for selling to existing, and targeting clients.

Who is it designed for?

It’s designed for firms who want more guidance, support and inspiration to successfully deploy advisory services.

Course Programme 

Week

Name/Topic

Objectives

1

Understanding your why & your target market

Understand why you do what you do - Who you do it for - Identify opportunities for change and growth

2

Framing your services

Build confidence in opening the discussions around advisory and educating clients on new service offering

3

Killer KPIs - Identify the Low Hanging fruit

3 Key KPIs can make all the difference Understand where to increase opportunities through Cross sell & upsell of services

4

Monetisation of Advisory

Confidence in your pricing model and positioning - Selling service & value

5

The Greatest Sales Secret

Time to take action - Understand the power of KPIs & OKRs - build relationships to build a business

6

Increase Business - The Onion layers of Advisory

Unleashing the Business Coach within - Why you need a strategy - The power of planning , mapping & measuring

7

Cash is King

Gain Trust - Scenario Planning - Understanding the Sales Funnel - What are your Critical Drivers?

8

The Circle of Influence

Collaborate for Growth - Get and stay connected with your clients - Build your circle of influence

9

Time Transformer

The Power of successful marketing -  Where is your time and energy going? How to put it to better use

10

Get Present!

The power of great CRM system  - Be a Financial Advisor and Business Coach - Why Feedback is vital for growth

11

Embrace risks

Understanding CSI - Fail Fast - Embracing Automation and AI for growth - Robots wont replace you, unless you let them

12

Bonus of Advisory Pathways or Transform video from Richard

Wrap up of the programme - Bringing learnings together - setting intentions  - Booking final review with course facilitator

 
Transform in Action! Qualifies for CPD hours 

Pricing

 

NZ/AU

US

UK

 

NZD/AUD $

USD $

£

Per firm

1,995

1,495

995

Register your interest today and we will be in touch to register the team.

Register your interest