UK Business Development Trifecta Masterclasses
Event description
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 8 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
Get your tickets now!