New Vision Business Advisors

Lesson 1: What Business Owners Want

Lesson 2: What a CFO Does

Lesson 3: Why Business Owners Hire CFOs

Lesson 4: How to Get a Business Owner to Hire You

Lesson 5: How to Provide a CFO Service That Gets Results

Lesson 6: How to Have a Successful CFO Practice

Lesson 7: Takeaways

Lesson 1: Two Approaches to Providing a CFO Service

Lesson 2: The One Clear Path

Lesson 3: Step 1 of the One Clear Path

Lesson 4: Steps 2, 3 & 4 of the One Clear Path

Lesson 5: Steps 5 & 6 of the One Clear Path

Lesson 6: The Cash Flow Drivers

Lesson 7: The First Six Drivers of Cash Flow

Lesson 8: The Final Six Drivers of Cash Flow

Lesson 9: The Cash Flow Formula

Lesson 10: Driving the Drivers

Lesson 11: Takeaways

Lesson 1: The Client Workbook Overview

Lesson 2: The Client Info & Notes Tabs

Lesson 3: The Targets Tab

Lesson 4: The Actuals Tab

Lesson 5: The Forecast Tab

Lesson 6: The Scoreboard Tab

Lesson 7: The Action Plan Tab

Lesson 8: The Optional Tabs

Lesson 9: Takeaways

Lesson 1 Exceptional Client Experiences

Lesson 2 The Five Rules for Exceptional Client Experiences

Lesson 3 The Kickoff Meeting – Part 1

Lesson 4: The Kickoff Meeting – Part 2

Lesson 5: The Monthly Meeting – Part 1

Lesson 6: The Monthly Meeting – Part 2

Lesson 7 - The Monthly Meeting – Part 3

Lesson 8: The Annual Meeting

Lesson 9: Takeaways

Lesson 1 The Four Step Sales System

Lesson 2 Offer a Right Fit Meeting

Lesson 3: Conducting a Right Fit Meeting

Lesson 4: The Financial Assessment and Proposal Presentation – Part 1

Lesson 5 The Financial Assessment and Proposal Presentation – Part 2

Lesson 6: The Financial Assessment and Proposal Presentation – Part 3

Lesson 7 Offering Your CFO Service

Lesson 8: Onboarding Your New Client

Lesson 9: Takeaways

Lesson 1: Our Target Client & What They Want

Lesson 2 Three Lead Generation Strategies

Lesson 3 The Existing Client Strategy

Lesson 4 The Association Strategy

Lesson 5 The Strategic Partner Strategy

Lesson 6: Takeaways