Some of the outcomes and things you’ll learn during this two day module...
Identify and address the weak points in your service and fee models
Create and execute change management plans for your existing client base
Understand the psychology of change management through contextual communication
Create staged communication plans that are efficient and leveraged
Systematically correct undercharging
Methodology to create new revenue streams and to integrate purchased client lists
If you have been operating an Advice or Services business that has an ongoing service model for more than a year, then you invariably have a legacy issue. A legacy that means that your value articulation is out of date, the way you deliver your value is no longer optimal, and your fee model is falling behind. This workshop and the project you undertake will empower you to revisit what you do, how you express your value and how you charge for it. We will take you through the step by step process of building a contextual communication plan driven by digital communication and sequenced process to realign your business, launch new services, integrate acquired client books and to always be ahead of change with your clients.
As an Advice firm owner your fears about your client’s perceptions and what they will and won’t pay for begin to take on a solidity of belief over time that restricts your business and its ability to adapt and to deliver more value in more profitable ways for both you and your clients. Let us change your perception of what is possible by taking you through a project to objectively assess your service, value offering, and fees and then to build a plan to realign your business through planned, staged and proven contextual communication.
Almost every Advice and Service business we have ever looked at has a legacy issue that is severely limiting the performance of the business. Often it is over-delivering things that do not actually create perceived value for their clients. Almost always there is an imbalance of fees with systemic undercharging of certain parts of the business, and consistently we find that clients expectations around what value they receive and by who has not been consistently managed. Lastly, the firms that have mastered all of these previous elements have failed to understand how to effectively launch new services and value streams to their existing clients.
During this two day workshop and through the resources and process you will follow, we will empower you with the tools to rationally review your business, to set aside your fears and misconceptions so that you can identify how you can best realign your Advice firm.
We will then take you through a process that will allow you to easily formulate a context-based communication plan to roll out any change to your clients effectively, systematically and in a way that will create significant goodwill within your client base. We will cover the use of video, email, communication timing and process for making change fast and dramatically impactful.
This two day program is also designed to crystalise and quantify your fear as business professionals and to help you understand how you can create a systematised and streamlined plan to solve your greatest business challenges.
This same process also works perfectly to integrate purchased client books, to hand over the key relationships of clients to a different Adviser and to remove the principal dependence that many Advice firm owners experience.
THE BUSINESS ROI
When you are considering making an investment, it’s normal to want to know the return on investment (ROI). So let’s get the uninteresting question out of the way…
“Will these two days be a good financial investment?” Really the question should be, can you afford not to!
The simple answer is this – as long as you put in the effort and follow the steps, your newfound knowledge and skills will more than pay for itself financially within the first year, many times over. But like anything we do, we offer a simple guarantee, we know what we do is of extreme value and if you attend the workshop days and disagree, just tell us and we will we will solve it or give you your money back.
Your happiness and your results are our business plan.
WHO SHOULD COME?
We consider this event essential for anyone who leads an Advice or Service Firm or who wishes to. You cannot make business decisions in a digital and connected world without the right perspective and understanding to do so.
This module is also highly recommended as training and support material for operations, marketing or support team members within Advice firms who are tasked with the responsibility of integrating social media into a business. (Note that it is our strong opinion that this would have a significantly smaller effect without having the leader of the business also attend.)
HOW DO I ACCESS MORE?
We have programs that cover almost every aspect of creating profound leverage within an Advice or Services Firm. The material, process, content, tools, and resources are not borrowed from any external sources and can not be found anywhere else in the world.
Much of our material and services are reserved for our Resonance Community Members. Should you wish to have access to all of our modules, resources, masterminds, coaching programs and to become a member of our community of Advice firm owners, contact us to find out more.
Members gain access to our full suite of resources for a very nominal membership fee, however, membership is by application as we consider interpersonal fit to be the powerful driving factor of our very real accelerator programs.
WHAT IS OUR OBJECTIVE?
Our objective is to empower the Advice and Services Firm Leaders of the future. Our goal is not to give you cookie-cutter solutions but rather to enable you to reinvent better business your way.
We seek to create change through leadership by example. By empowering you, we empower your clients, and through your radical success, we help to reshape the future of Advice and Service in a new connected age.
We simply ask that you do not measure us by what you may have in the past experienced in this space. We dream bigger, push harder, make more mistakes and learn lessons others would be too scared to consider.
Already a Resonance member? Would you like to bring someone else with you? Get in touch and we'll send you the details on how you can bring a guest for FREE.
Want ongoing access to all of our workshops, strategy days and masterclasses? Want to accelerate every aspect of your business? Apply to join our Resonance Community.