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Head of the Table

A Five Week Course

About

Five sessions to master client control and engagement, opening up the lucrative revenue stream many advisors and consultants enjoy when they “sit at the head of the table”. This concept is key to longer term engagements and locking out the competition, while making your life easier and your business more lucrative.

Syllabus


Session 1: Taking Your Place at the Head of the Table

Objective: To understand the nuances of positioning, authority and role.
              ● The Why
              ● Understanding the Role
              ● Closing and Adding Value Clients Appreciate

 

Session 2: Your First Lucrative Act - How to Conduct an Executive Align Report

Objective: Use Discover with multiple owners or the executive suite to engage and impress new clients.
               ● Why You Should & How to Do It
               ● Having the Alignment Talk
               ● Pass GO >> Make $$$$

 

Session 3: Taking the Lead is Easier Than You Think

Objective: Understand the 1% Budget and be the guide to greatness; Identifying the two paths for business owners.
               ● Strategic Planning: Outlining the process of setting objectives and key results using Drivers.
               ● Problem Solving Process
                             ○ Hypothesis-Driven
                             ○ Logic Chain
               ● Setting Client Priorities - Prioritization and Delegation: Identifying what to tackle first and
how to delegate effectively. (Urgency Matrix)

 

Session 4: Advancing Your Cause

Objective: Adding technology and the role of others in client engagements
               ● Grow Assessment
               ● Your Expert Network
               ● Managing the Process and Timelines: How to hold players accountable.

 

Session 5: When You Have A Business Owner on the Way Out - Guest Speaker
               ● Exit Planning
               ● Case Studies and FAQs

MULTIPLE BONUS ANNOUNCEMENTS at the end of Session 5!

Speaker panel

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Carl O.

Carl Olson

Business Owner & Content Expert
Carl has worked as a Financial Advisor and Business Consultant. Recently he has been helping advisors work for effectively within the business markets.
2023-12-25

Dave Szelowski

Accounting and Financial Expert
After retiring from the Marines Col. Dave has been helping advisors improve their efficiency with data driven results. He'll keep us on track and focused towards your goals.
Bond R.

Bond Richards

Marketing & Digital Outreach Expert
Bond runs numerous websites and creates high value content ranging from quality videos to marketing materials. He'll share his knowledge of our Precision Marketing program.

Testimonials

Some professionals that really enjoyed the course!

"ValuCompass has revolutionized the way I approach my work as a Wealth Advisor. The depth and accuracy of the valuation data have given me unparalleled insights into my clients' businesses, enabling me to tailor strategies that align perfectly with their financial goals. The user-friendly interface and quick assessments make it an indispensable tool in my daily practice."
Ervin Howell, VP Product, Deckow-Crist
"As an Exit Planner, ValuCompass has been a game-changer for my consultancy. The comprehensive analytics suite and actionable reports have empowered me to guide business owners through strategic decisions with confidence. The efficiency of the Discover Assessment, coupled with the vibrant, easy-to-understand reports, has truly elevated the value I bring to my clients."
Clementina DuBuque, SVP Sales, Hoeger LLC.
"ValuCompass has transformed the way I collaborate with business owners. The software's ability to quantify business needs and tie them to personal financial goals has streamlined my consultancy process. The result? Tangible, data-driven action plans that resonate with clients and lead to measurable success. It's a powerful tool that has become indispensable in my role as a Financial Advisor."
Kurtis Weissnat, CMO, Brunlow Inc.