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BAC Foundations

Making Advice Work (BAC Workshop 03)


Description

Course OverviewClient_Empowerment_Workbook_with_user_rights+%281%29.jpg?format=2500w

Course contents (download files here)

Content
  • Introduction
  • Introduction to The Business Advisor Certificate (08:15)
  • Personal Confidence Scorecard Making Advice Work
  • Introduction to Client Empowerment (03:00)
  • ALTERNATIVE ADVisory styles
  • Advisor Insights: How do you empower clients (03:10)
  • Alternative Advisory Styles (02:00)
  • Framework: Alternative Advisory Styles
  • The Consultant (01:54)
  • The Coach (02:10)
  • The Facilitator (03:47)
  • Decision Sheet: Your Personal Business Advisor Style
  • Decision Time: Finding Your Advisory Style (06:11)
  • 4 step process to engage the client
  • Advisor Insights: Empowering Client Decision Making (02:35)
  • Framework: Empower Client Decision Making
  • Problem (07:27)
  • Advisor Insights: Alternative Options (03:34)
  • Alternative Options (04:25)
  • Choice (03:23)
  • Advisor Insights: Transformation (05:06)
  • Transformation (04:46)
  • Decision Sheet: Empowering Client Decision Making
  • Decision Time: How do you Empower Decision Making? (11:50)
  • Wrap up
  • Wrap Up: Client Empowerment (10:27)
Completion rules
  • All units must be completed
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