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
Monthly Conference Calls - Our monthly conference calls help to reinforce concepts, support engagement design, and provide motivation and accountability in between sessions. These calls will also include coaching for specific clients and/or industries. Session 2
Monthly Conference Calls - Our monthly conference calls help to reinforce concepts, support engagement design, and provide motivation and accountability in between sessions. These calls will also include coaching for specific clients and/or industries. Session 3
Quarterly Group Coaching Calls - Over the next 12 months, we will provide you the support you need to help expand your understanding and application of Level 5 Service with your clients as well as help you troubleshoot specifics that come up along the way. The Level 5 Certified Advisor program includes 8 days of training, monthly group coaching calls, and 4 additional group conference calls for one year following the completion of the certification process. The program includes personalized feedback for each participant about his/her Emotional Intelligence score and how to improve areas of weakness and leverage strengths (value of $695). If, for any reason, a participant is not absolutely delighted with the value received at Session 1, Mentor Plus® will administer a refund. 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. If we have multiple members attending from the same firm, we will administer a 10% discount to any additional team members beyond the first registration. |
Our No-Risk Value Proposition: If, after the conclusion of the first session, you don't think that the Level 5 Service methodology is a good fit for your firm, we'll refund your investment, no questions asked. |