For Firm Foundation Members Only
Congratulations! Your group has committed to elevating the skills of all the Firm Foundation member firms. Until now, you either had to be a firm large enough to host your own in-house program or attend a public program with firms you don't already know (including potential competitors). The benefit of being part of your association's program is that you get all the benefits of a large firm "private" program plus the peer support of your association members. It's the best of both worlds!
Are you ready to move your firm forward? Let us show you how to develop and deliver high value advisory services based on the Level 5 Service methodology as outlined in the book Firm Forward by Edi Osborne.
Level 5 Certified Advisor Program Details:
Session 1 - 3 days (July 25-26-27) San Francisco Bay Area location tbd
Monthly conference calls in the interim to reinforce concepts, support engagement design, provide motivation and accountability for participants, and coaching for specific clients and/or industries. Session 2 - 3 days (September 26-27-28) San Francisco Bay Area location tbd
Monthly conference calls in the interim to reinforce concepts, support engagement design, provide motivation and accountability for participants, and coaching for specific clients and/or industries. Session 3 - 2 days (December 1-2) San Francisco Bay Area location tbd
Quarterly group coaching calls for the next 12 months to support the expansion of Level 5 Service. The Level 5 Certification includes 8 days of training, monthly group coaching calls and 4 additional group accountability conference calls for one year following the completion of the certification process. The program also includes 1 annual license of $COPE IT! software per participant (value $995). Note: annual renewal on the software is $695/year. And finally, each participant will be given personalized feedback about their Emotional Intelligence score with a focus on how to improve areas of weakness and leverage their strengths (value $695). If, for any reason, a participant is not absolutely delighted with the value received at Session 1 we’ll refund the $3,500 investment. In our experience, the program quickly pays for itself making this investment a no brainer for firms that are motivated to transition from a compliance focus to advisory services. We will allow additional team members from the same firm a 10% discount if they commit to the entire Level 5 Certification program. |
Please call our office at
(831) 574-3016 to register today! Our no-risk value proposition: If, after the conclusion of the first session you don't agree that the Level 5 Service methodology is a good fit for your firm, we'll refund your investment, no questions asked. |