At B2P Mentoring, we follow a proven and formulated process for each of our mentoring programs, whether for new advisers commencing a new business, or senior planners desiring to grow a successful current business.
While the individual elements of each program differ and are tailored to the best outcome for that program, the general process behind each is summarised below.
Understand who you are
Understand your business
Understand your goals
Measure and develop your understand of Financial Planning
Assist in furthering your product education
Integrate new workflows into your existing processes
Support your development and delivery of Statements of Advice
Develop your sales and marketing skills
More product and strategy education
Improve your insight into cross selling opportunities
Tracking and follow up to keep you organised
Targeted training to develop your unique business
Motivation to reach your goals
Program review
Determine Next Step