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Progress Foundations
Step 1: Mindset
1 Introduction (3:51)
1.1 Your true vision (3:27)
1.2 Your ethos and goals (2:51)
1.3 Why you do what you do (6:43)
1.4 The 5 rules of success (7:03)
1.5 The Journey: reactive production to proactive advisory (5:21)
Step 2: Influence
2 Introduction (2:32)
2.1 Your 3 word guide (1:43)
2.2 Understanding your style (2:31)
2.3 Decision making process (4:29)
2.4 Top performance tips (7:47)
2.5 The core principle equation (1:57)
2.6 Empowered leadership (4:41)
Step 3: Plan
3 Introduction (2:24)
3.1 Your new business model (3:19)
3.2 Your new action plan (3:30)
Step 4: People
4 Introduction (2:37)
4.1 The management model (4:05)
4.2 The core business skills (5:39)
4.3 Defining roles (4:40)
4.4 Development and review system (7:19)
4.5 Retention and recruitment (11:25)
4.6 The mood blockers (3:51)
4.7 The free and easy performance fixers (2:50)
4.8 Team empowerment (4:06)
Step 5: Control
5 Introduction (2:03)
5.1 The 9 ingredients for a hands free firm (3:03)
5.2 The 8 factors influencing performance (5:31)
5.3 The systems of production control (20:12)
Step 6: Communication
6 Introduction (2:05)
6.1 The systems of internal communication control (5:36)
6.2 The systems of external communication control (4:42)
Step 7: Brand
7 Introduction (4:19)
7.1 Brand reflections (4:49)
7.2 Personality, culture and ethos (7:03)
7.3 Seeing your firm in a new light (3:45)
7.4 What does great look like? (4:14)
7.5 The advisory environment (8:19)
Step 8: Client Experience
8 Introduction (2:34)
8.1 Client segmentation (11:33)
8.2 The Lifetime approach (11:16)
8.3 Annual service plans (13:11)
8.4 Client management plans (8:04)
8.5 Changing client behaviour (6:58)
8.6 Managing client meetings (5:47)
8.7 The elements of a great client relationship (5:28)
8.8 The relationship between compliance & advisory (3:47)
8.9 The steps to creating your client experience (5:47)
Step 9: Growth
9 Introduction (1:28)
9.1 The growth cycle (3:54)
9.2 Your marketing strategy (15:37)
9.3 Pricing (13:28)
9.4 The growth generators (7:09)
9.5 6 basic steps of growth (3:25)
9.6 The 5 growth strategies (5:20)
9.7 The growth plan (2:36)
9.8 The barriers to making more money (3:33)
9.9 Segmentation and maximising profits (7:30)
9.10 13 steps to increase your profits (4:42)
8.9 The steps to creating your client experience
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