$COPE Advisor Program
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Program Details
Although many firms talk about the importance of being their clients most trusted advisor, they have no formal training or tools to teach their staff how to become one. There is an expectation that time and experience will “mold” their team into one.
You could wait a long time getting “molded” or you can expedite the process by becoming a $COPE Advisor. Will you be an overnight success? Maybe, maybe not that depends on you. What we can promise is that you will never look at your client’s or (or any business) the same again. You will see opportunities to help your clients get the most out of their business. You will learn to listen for the important client cues that open the door for you (or someone in your firm) to provide high value advisory services.
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.
- 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.
The $COPE Tool Set includes:
- Marketing Materials
- Diagnostic and Analysis tools
- Menu of $COPE Advisory Services and suggested value pricing
- Sample Engagement Letter
- Planning Tools based on the $COPE Model
- The $COPE Business Dashboard
All the $COPE tools* are included at no extra cost. Contact Mentor Plus for a more detailed description of the individual tools included in the Tool Set.
Some additional benefits to becoming a $COPE Advisor:
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 Center (an online library of best practices) where ongoing updates to tools and additional resources are made available to $COPE Advisors.
You will be listed on the Mentor Plus website as a $COPE Advisor. This helps position your expertise to your clients as well as business owners looking for assistance in their geographic area.
* Please note: the $COPE Business Dashboard tool was developed in Xcelsius. You will need a copy of the software to optimize your use of the tool.
Some additional thoughts on the Program . . .
Most companies are data rich and information poor. In many cases, they are measuring just for measurement's sake based on the misconception if a few measures are good, more must be better. Not all measures are created equal. The challenge facing today's business leaders is to identify the activities that have the greatest impact on strategic outcomes and utilizing those measures to stimulate a culture of continuous improvement. This can only be accomplished when the measure development process, as well as the measures themselves, provide line of sight ownership for all levels of employees and ultimately improve the Strategic IQ of everyone in the company.
Although measuring activities in business is not new, technology has leveled the playing field so even the smallest companies can build a meaningful, strategically focused business dashboard. Owners and Managers are looking for ways to streamline their operation, motivate their team, and wow their customers. A business dashboard provides real-time feedback so managers can address problems before they become critical issues.
The Mentor Plus approach to business performance management provides practitioners with the skills and tools required to help clients maximize their business potential. The workshop looks at Performance Measurement from two important perspectives:
Concepts: You'll learn how to avoid the common pitfalls associated with "random acts of measurement" by following a scientific approach to measure development.
Process: You'll learn a step-by-step protocol for developing measures from an operational, customer, financial, people, and strategic focus. You learn how to transform raw data into a meaningful business dashboard and how to educate the team about the link between their activities and company outcomes.
We recognize that our program is not for everyone, but for those that it is right for, they enjoy:
Higher realization rates
Year round revenue streams
Increased client retention
Excited and motivated staff resulting in greater retention
Plus much more.
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