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Continued Education Workshops (OnDemand)

Impact: How to make GrowthPlans that makes a difference (CE OnDemand)


Description
In this Certification Workshop advisors will work with best practices and different ways to make GrowthPlans that can lead to real economic impact and stronger companies.

Advisors will learn:

How to help clients define their true ambitions and describe them

How to make GrowthPlans as a better alternative to traditional business plans.

How to track progress in ways that create value for both client and advisor
Content
  • Introduction
  • Pro-Tool for Professional Workshop #3: Personal Confidence Scorecard
  • Introduction to Workshop: GrowthPlans with Impact
  • GrowthWheel for Employees
  • How do you help clients grow by hiring more employees
  • Favorite Tools: GrowthWheel for Employees
  • GrowthWheel for Loan Applications
  • How to help clients grow by getting loans or capital
  • Favorite Tools: GrowthWheel for Loan Applications
  • GrowthWheel for Investors and Early Start Ups
  • How to you help clients starting a business from scratch
  • Favorite Tools: GrowthWheel for Inventors and Early Start Ups
  • Closing
  • Workshop Closure
  • Pro-Tool for Professional Workshop #3: Personal Confidence Scorecard (After)
Completion rules
  • All units must be completed
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