Products

INCLUDES ALL VIDEOS:
When you buy all 11 bundles you get access to all the videos and downloadable documents from every single stand-alone product.

£5939 £4,800

INCLUDES 7 VIDEOS:

• It All Starts With Clarity
• The Power Of A Plan
• Creating Your Business Plan
• The Weekly Meeting
• A Step By Step Guide To Your Weekly Meeting
• How To Conduct A Quarterly Business Review
• How To Conduct A State Of The Nation Update

£499

INCLUDES 7 VIDEOS:

• Who Do You Work Best With?
• What Is Your Client Data Telling You
• Understanding Your Client Base (Part 1)
• Understanding Your Client Base (Part 2)
• Your Business Is Like A Car Park
• 7 Reasons You Can’t Let Your Clients Go
• How To Elegantly Disengage From Existing Clients Who No Longer Fit

£399

INCLUDES 3 VIDEOS:

• What Do Your Clients Really Want From You?
• Creating Your Service Packages
• How To use Your Service Packages

£399

INCLUDES 5 VIDEOS:

• Pricing Your Service Perfectly
• Pricing In Context
• More Context For Your Pricing Decisions
• Matching Price To Value
• Creating Your Own Pricing Approach

£499

INCLUDES 5 VIDEOS:

• The Profitability Ratios
• The Productivity Ratios
• The Client Selection Ratios
• How To Analyse Your Own Business
• Two Real Life Case Studies

£499

INCLUDES 3 VIDEOS:

• The Four To Do Lists
• Planning Your Week Like A Pro
• Prioritising Your Day

£149

INCLUDES 5 VIDEOS:

• Creating A Killer Ongoing Review Service
• The Value Added Checklist
• The 12 Point Health Check
• The One Page Scorecard
• The Adviser Toolkit

£699

INCLUDES 10 VIDEOS:

• The New Client Engagement Process
• Initial Contact With A New Client
• Getting Clients Into Your Office (and seeing couples together)
• Getting Started
• The First Meeting Storyboard
• The Power Questions
• The Close
• The Discovery Meeting
• The Strategy Presentation Meeting
• Onboarding And Implementation

£999

INCLUDES 8 VIDEOS:

• Creating Differentiation To Create Lead Flow
• Finding Your Niche
• Knowing What You Stand For (and how it wins clients)
• Planning Ahead – The Editorial Calendar
• Where You Can Use One Piece Of Great Content
• Running A Client Event (virtually or in-person)
• Other Marketing Ideas (and how they fit together)
• 10 Simple Ideas That Will Transform Your Lead Flow

£799

INCLUDES 5 VIDEOS:

• Key Concepts
• Sorting And Classifying Professional Firms
• The B2B Sales Process
• The Capital Value Model
• More B2B Sales Process

£599

INCLUDES 8 VIDEOS:

• The Shadow Adviser
• Creating Capacity
• Assembling Your Team
• Don’t Hire Staff That Need To Be Trained
• The Role Of The Practice Manager
• The First Four Hires
• In-House vs Outsourced Staff
• Are You Pushing Your Team Too Hard?

£399