The technology is delivered by our state-of-the-art Learning Management System (powered by our technology vendor, Coach Accountable).
We call our LMS the Digital Coaching Platform (DCP).
The DCP functions much like an online workstation. It hosts 50+ videos (over 9 hours), guided worksheets & assignments, coaching call scheduler, session notes, actions, metrics, templates, and sends reminders.
It is the home for all seven Critical Business Elements with their component sub-topics: - 46 courses in total. See below:
1. Branding (4 courses)
2. Marketing (7 courses)
3. Business Development (6 courses)
4. Sales Process (11 courses)
5. Practice Management (6 courses)
6. Client Relationship Management (5 courses)
7. Business Optimization (7 courses)
The collaborative coaching calls are fully personalized, so they vary based on the needs of the client. Since each advisor has their own business challenges and opportunities, we highly recommend you go through our IDEAL Plan Process to get clarity and inspiration to make improvements before you begin working with us.
The right solution for you will depend on how you make important changes. So rather than pushing yourself into a one-size-fits-all program, pick the one that suits you best:
See the next page called Details & Enrollment to get started.