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360 Practices is designed to help advisors reorient themselves, refine old skills and acquire new ones.
One Day Workshop - $499
Two-and-a-half-day Workshop - $1500
- Systems Thinking – its application for advisors
- The 360° Practices Model – the opportunity, the need, the practice and the results
- Entry and Engagement – the basis for establishing the scope and fees of the engagement
- Understanding the Business Owner – needs that go beyond traditional planning and advising
- Moving from Expert Model to Consultant Model – changes the way an engagement is facilitated
- Systemic Planning Processes – getting the work done and delivering exceptional results
- Alignment of Fee to Value Delivered – a way of looking at how to capture revenue to value delivered
- Toolbox – tools to aid in delivering the 360° Practice
- Case Studies – moving from knowledge to implementation of what has been learned
Click here to view our pre-workshop assessment tools