Business Development Trifecta Masterclass Series – A 4-part highly interactive series on the 3 essential tools for business success (The Trifecta); the annual business plan, the annual forecast and ongoing reporting with accountability.

2-hour session duration | Wednesdays at 10 am, weekly from Wednesday 30 June

Our Masterclass series qualifies for verifiable CPD hours.

Session One - Mindset, Marketing and Sales (30 June 2021)

The required mindsets for you and your clients, your most effective marketing strategies, and how to sell value-added services without product pushing:

The roles you play as Advisor, Coach, Mentor and Consultant
Understanding the key advisory services your clients need
An intro to the three essential tools for business success (the ‘Trifecta’)
Your two most important marketing activities
How to sell without product pushing

Session Two - The Business Planning Session (7 July 2021)

How to deliver a 4-hour planning session and make planning an annual process:

Your role as facilitator
How to manage client pre-work and why it’s essential
Facilitating the 4-hour planning session with your client
Building the one-page plan
Turning planning into a recurring revenue stream

Session Three - Annual Forecasting (14 July 2021)

Positioning the forecast as an essential first step in better cashflow management:

Repositioning forecasting from an ‘on-demand, by the bank’ service
Teaching clients their cash conversion cycle
Linking forecasting to regular reporting with accountability
Coaching clients, with a particular emphasis on cashflow improvement

Session Four - Ongoing Reporting with Accountability (21 July 2021)

The role of the coach, essential coaching structures and resources, and building a recurring revenue stream from The Trifecta of Business Development services:

The role and dimensions of coaching
The structure behind coaching
Essential coaching resources to add to your skillsets
Managing client self-responsibility and implementation resistance
Your plan for building sustainable and recurring revenue from The Trifecta

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Contact the host of NZ/AU Business Development Trifecta Masterclasses