Building Trust and Expertise
Specialized Professional Development for Small Business Advisors
We've created a comprehensive and specialized professional development program specifically for small business advisors.
The program focuses strongly on enhancing and refining your interpersonal skills, helping you evolve into trusted advisors.
Through a series of carefully designed modules, we dive deep into the art of building effective relationships, fostering trust, and nurturing meaningful connections with clients.
By providing small business advisors with essential tools, techniques, and strategies, we empower them to offer exceptional guidance and support, positioning themselves as invaluable resources for their clients' success.
12+ Hour Video Lecture Series
The professional development program can contain up to 6 modules with each module being 2 hours.
In person training can contain up to 3 modules per day and Live Online is offered once per month.
Each workshop is divided in to 8 segments which includes self-assessments, introduction and test of practical tools and well as dialogue between advisors based on their personal experience.
Key Benefits of Getting Certified
Self-Assessment
Video Lecture Series
Business Tools
Become a Trusted Advisor
Framework Methodology
Hear from other Trusted Advisors
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“It all begins with an idea. Maybe you want to launch a business.”
Laurie Payton
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“It all begins with an idea. Maybe you want to launch a business.”
Jamie Kokot
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“It all begins with an idea. Maybe you want to launch a business.”
Lindsey Beumer
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“It all begins with an idea. Maybe you want to launch a business.”
Keith Finley
