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Unleash the Heroes Within
Important Pre-work for Your Workshop
Start Here (to make sure you get the most of this workshop) (5:11)
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Course Workbook
Course Slides
Introduction (60 minutes)
Welcome (24:04)
Icebreaker/Breakout
Solving for Potential (1:12)
How Wolves Change Rivers (4:33)
The Six Pillars of Success (16:07)
Understanding Why? (30 minutes)
Why are we doing this? (1:15)
The 3 WHYs (2:35)
Examples of WHY?
Coffee/Tea Break (15 minutes)
Take a 15 minute break
The Potential for Your Firm (30 minutes)
What's the potential for your firm? (22:20)
What is 'Repeatable' Business Advisory (15 minutes)
Why traditional advisory has been difficult to implement and what is a Repeatable Business Advisory (15:13)
The Clarity Business Advisory Framework
The 5 Levels of Business Advisory
The Potential for Your Clients (30 minutes)
Unleashing your SuperPower with numbers (1:46)
Getting technology to do a little of the heavy lifting for you (12:21)
Lunch (45 minutes)
Take a 45 minute break!
How to Have Meetings that Inspire Clients (40 minutes)
What your clients are really looking for (2:06)
The structure of a great meeting (37:12)
The Art of Delegation (20 minutes)
Frameworks to help ensure the right team is doing the right work (20:23)
"I Never Have Enough Time" (30 minutes)
A powerful system to improve productivity (4:27)
The 5 Second Rule (5:02)
Why we never have enough time in accounting firms (10:53)
Tea/Coffee Break (15 minutes)
Take a break!
Having the Right Clients (15 minutes)
The 20:225 Rule, adaptive capacity, client grading and the right client mix (12:31)
Managing the Process (10 minutes)
How Service Maps and DealFlow manage the repeatable business advisory process (11:04)
How to Contact Clients (40 minutes)
Speaking the clients language and understanding what clients are looking for (34:49)
How to use Clarity to contact clients (7:57)
A Flywheel Built for You (10 minutes)
Find out how you can easily deliver repeatable business advisory services in your firm (11:53)
Prioritization (10 minutes)
Priortitze your action plan (1:23)
How Clarity can help with task management (5:09)
Close (5 minutes)
Final thoughts (2:25)
About Clarity
Certification
Multi choice quiz
The 20:225 Rule, adaptive capacity, client grading and the right client mix
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