$COPE Advisor Program

Tuesday, March 09, 2010

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You are here: Programs » At a Glance Summary of Programs » $COPE Advisor Program

About The $COPE Advisor Program

Program Overview:

The Mentor Plus^® $COPE Advisor Program provides firms and individual practitioners with the Mind Set, Skill Set, and Tool Set to take their practice to a whole new level.

The Mind Set opens your eyes and ears to opportunities to really add value to your client relationships. You’ll understand the People X Process behind the Revenue and Expenses. You’ll be able to help your clients plan for their future and develop key performance indicators to monitor their progress along the way.

The Skill Set helps you learn to ask the right questions to uncover your client’s hidden potential and roadblocks. Your $COPE Skills will also help you communicate and educate your clients on important business performance fundamentals. Additionally, you will gain valuable facilitation skills that will help you manage even the most challenging of client meetings, retreats, and internal conflict.

The Tool Set serves as a platform for leveraging your skills since you won’t have to reinvent the wheel. It takes the concept of “trusted advisor” and transforms it into a tangible, repeatable, high value service delivery protocol.

What should you expect?

It's simple, upon becoming a $COPE Advisor, you will be able to walk in to any business, any industry, and facilitate the development of a strategically based business dashboard. You'll have the skills to be able to help your clients reach their full business potential. You'll short-cut your advisory skill development curve by as much as 10 years (according to many of our program graduates). You'll learn the best practices of hundreds of practitioners who have gone before you down the path of becoming a truly trusted advisor.

Who should attend?

Professional staff who have have significant client relationship management responsibilities, are slated for partnership, or who have already advanced to partner level.

Delivery Method: In person live and on-line educational modules with both live and follow-up discussion

Pre-requisite: None

Some additional benefits to becoming a $COPE:

Upon completion of the $COPE Advisor Program you will receive a Certificate of Achievement that immediately sets you apart from your peers and a sample press release to announce your newly developed abilities.

You will also have access to the $COPE Library where ongoing updates to tools and additional resources are made available to $COPE Advisors exclusively.

Don't take our word for it . . .We are happy to supply you several references so you can ask your questions directly to a practitioner facing the same challenges as you.

Our promise: If, after completing the entire $COPE Advisor Program, you are not absolutely convinced of the value we will gladly refund your tuition.

Certification Requirements:

$COPE Advisors who wish to persue their Certification in Strategic Performance Management must

Complete all of the $COPE Curriculum Modules (missed sessions can be made-up)
Pass the CSPM exam with 80% and submit 3 case studies from their own client experiences.

Program Investment and Benefits

Investment: $10,000 ($3,000 up front, balance of payments payments may be spread out over 18 mos.)

Registration Form

Information Package

Investment Includes:

4 (2-day) sessions scheduled over 18 mos.
Participation in monthly web training and conference calls
Personal coaching calls on a quarterly basis
Consultative Facilitation Skills Training
All $COPE Advisor Tools and Resources at no additional cost . . .

The $COPE Advisor System includes tools for marketing, selling, analysis and planning, measure development, financial fluency, dashboard development, and ongoing monitoring. If you were starting from scratch to develop your own consulting processes and procedures it would cost you years of trial and error, hundreds of thousands of dollars of time, money, and lost opportunity cost.

The $COPE Certified Advisor Tool Set includes:

$COPE IT!^tm software you received as part of the $COPE Mentor program
Marketing Materials; brochures, logo, artwork, webpage, press release, etc.
Diagnostic and Analysis tools including “what-if” tools that create a direct link between employee behaviors and company outcomes.
Menu of $COPE Advisory Services and suggested value pricing
Sample Engagement Letter
Planning Tools based on the $COPE Model
The $COPE Business Dashboard with sample kpi templates for typical retail, service, and manufacturing entities.
and much more!

In addition to the curriculum and exposure to successful practitioners you'll gain from your participation in the Consulting Accountants' RoundTable program you'll participate in these advanced level training programs.

Advanced Educational (On-line) training modules with facilitated discussion:

Behavioral Assessments – Leveraging the Talents of Your Team
How to be a Kaizen Event Leader
Making the most of a Multi-Generational Workplace
Resolving conflict in, and building stronger, Family Owned Businesses
Performance Based Compensation - the most common mistakes people make and how to avoid them.
Consultative Selling Skills, questioning your way to YES! Letting the client close the sale.
Building a Hierarchy of Measures; establishing a formal performance measurement hierarchy
Cycle of Customer Interaction; Measuring what is important from the customer's perspective
Process Mapping; More often than not, it's the process, not the people that are underperforming.
Presentation Skills; 90% of your success as an advisor depends on your ability to communicate and facilitate outcomes with your clients - learn the best practices before you embarrass yourself! Learn how to make the intangible, tangible and the unsaid, self evident.