Practice Builder Academy Overview
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Transcript of Practice Builder Academy Overview
Strategies to Create a BVFLS Prac2ce You’ll Love Coming to and Find Success In
www.Prac'ceBuilderAcademy.com Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
Rod Burkert Mel Abraham
The #1 BVFLS Prac2ce Issue
“bringing in new clients”
Ranked as THE top issue facing respondents in the 2013 FVS Membership Top Issues Survey
87% of survey respondents thought bringing in new clients was somewhat or extremely important
PBA is designed to help!
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
12 Modules
09 10
05
11
06 07 08
04 03
12
02 01
Laying the Founda'on
Crea'ng Your Website
Wri'ng: Polishing Your
Style
Using LinkedIn
Blogging Your Way to Fame
Working Other Social Media
Speaking: CraFing Your
Voice
Mastering Email Marke'ng
Networking: Clients & Colleagues
Campaigning with Direct Mail
Developing New Products & Services
Sharing Your Knowledge with
Webinars
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
01 – Laying the Founda'on
If you don’t know where you’re going, any road will get you there.
So what are your goals … and what strategies and tac'cs will get you there?
What is YOUR value proposi'on for the ideal prospects you want to aWract?
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
Tes'monial This program is absolutely brilliant. It logically addresses the many cri7cal components of building a dynamic career and thriving prac7ce. Had this program been around when I was building my professional presence, I would have been be=er equipped to address the many challenges much more effec7vely. Kudos to Rod and Mel.
Michael Kaplan, CPA, CVA, MAFF Founder | Kaplan Forensics, LLC Calabasas, California
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
12 Modules
09 10
05
11
06 07 08
04 03
12
02 01
Laying the Founda'on
Crea'ng Your Website
Wri'ng: Polishing Your
Style
Using LinkedIn
Blogging Your Way to Fame
Working Other Social Media
Speaking: CraFing Your
Voice
Mastering Email Marke'ng
Networking: Clients & Colleagues
Campaigning with Direct Mail
Developing New Products & Services
Sharing Your Knowledge with
Webinars
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
02 – Crea'ng Your Website
The w w w stands for who, what, and why …
Who are you? What do you stand for? Why should I care?
We show you the elements of a website that can answer these ques'ons!
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
Tes'monial Considering how to redefine your prac7ce in order to redefine your life is not a topic to be taken lightly. As I've men7oned before, I've yet to even consider ques7oning the tui7on for the program.
Edwin Mysogland, CVA, CMEA, SBA Managing Partner | Indiana Business Advisors Indianapolis, Indiana
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
12 Modules
09 10
05
11
06 07 08
04 03
12
02 01
Laying the Founda'on
Crea'ng Your Website
Wri'ng: Polishing Your
Style
Using LinkedIn
Blogging Your Way to Fame
Working Other Social Media
Speaking: CraFing Your
Voice
Mastering Email Marke'ng
Networking: Clients & Colleagues
Campaigning with Direct Mail
Developing New Products & Services
Sharing Your Knowledge with
Webinars
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
03 – Wri'ng: Polishing Your Style
Compelling content is 1) relevant 2) solves problems and 3) relates to what you want to sell.
Learn how to create a Total Content System that will exponen'ally add value to your BVFLS prac'ce by giving value to your community!
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
Tes'monial Many thanks to Rod and Mel for puHng this program together. It’s helping me immensely.
Thomas Stevenson, CPA/CVA Owner | Stevenson Valua'on Group San Luis Obispo, California
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
12 Modules
09 10
05
11
06 07 08
04 03
12
02 01
Laying the Founda'on
Crea'ng Your Website
Wri'ng: Polishing Your
Style
Using LinkedIn
Blogging Your Way to Fame
Working Other Social Media
Speaking: CraFing Your
Voice
Mastering Email Marke'ng
Networking: Clients & Colleagues
Campaigning with Direct Mail
Developing New Products & Services
Sharing Your Knowledge with
Webinars
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
04 – Using LinkedIn
Probably the best social media placorm for BVFLS prac''oners.
We show you how to craF a profile so ideal prospects can feel the mesh between
what you offer and what they need to solve their problems!
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
Tes'monial I have done BV/LS work since the late 90s in a niche firm and was hired here to develop a BV/LS department. They had made the tradi7onal firm effort, and of course it didn't work. I have had some of the tradi7onal firm hurdles, but they are coming around. My par7cipa7on in this class is both support for my case to them for what needs to be done and a big push for me out of my comfort zone. Thanks for all you are doing.
AnneWe Herrin, CPA, ABV, CVA, CFE, CFF Nicholson & Company, PLLC Hagesburg, Mississippi
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
12 Modules
09 10
05
11
06 07 08
04 03
12
02 01
Laying the Founda'on
Crea'ng Your Website
Wri'ng: Polishing Your
Style
Using LinkedIn
Blogging Your Way to Fame
Working Other Social Media
Speaking: CraFing Your
Voice
Mastering Email Marke'ng
Networking: Clients & Colleagues
Campaigning with Direct Mail
Developing New Products & Services
Sharing Knowledge with
Webinars
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
05 – Working Other Social Media
The key to working other social media networks is finding out which one
your clients and ideal prospects use.
Thus, never fall in love with a network.
Instead, fall in love with the people and work the network that let’s you reach them!
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
Tes'monial Thank you so very much for your help! The PBA has been very helpful and I look forward to u7lizing it all year! … I was just asked this [morning] to write a column for an online business resource with about 84,000 contacts throughout the Southeast! I will need help in providing content for this online resource. I will go back and listen to the [PBA] webinar on this.
Gary Aldridge, CPA, CVA, CFE Managing Partner | Aldridge Firm, LLC Jackson, Mississippi
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
12 Modules
09 10
05
11
06 07 08
04 03
12
02 01
Laying the Founda'on
Crea'ng Your Website
Wri'ng: Polishing Your
Style
Using LinkedIn
Blogging Your Way to Fame
Working Other Social Media
Speaking: CraFing Your
Voice
Mastering Email Marke'ng
Networking: Clients & Colleagues
Campaigning with Direct Mail
Developing New Products & Services
Sharing Your Knowledge with
Webinars
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
06 – Blogging Your Way to Fame
Blogging, v-‐blogging, and podcasts offer efficient ways of construc'vely sharing your
exper'se with your ideal prospects.
Lots of them.
From evalua'ng different user placorms to developing content to broadcast,
we got you covered!
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
Tes'monial So much informa7on that I never realized or understood. It was a great webinar for me because it clarified several areas that I was confused about. I would say that I wish I had this class 4 years ago. The classes themselves are what I have hoped for in regards of providing me with the informa7on in geHng the prac7ce started. I have been asking Brien at NACVA for this type of instruc7on for four years. I am glad someone finally saw the need.
Michael Pelkey, CPA, CGMA, CVA, MAFF, CEPA, CFE Stonehenge Consul'ng, PLC Byron Center, Michigan
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
12 Modules
09 10
05
11
06 07 08
04 03
12
02 01
Laying the Founda'on
Crea'ng Your Website
Wri'ng: Polishing Your
Style
Using LinkedIn
Blogging Your Way to Fame
Working Other Social Media
Speaking: CraFing Your
Voice
Mastering Email Marke'ng
Networking: Clients & Colleagues
Campaigning with Direct Mail
Developing New Products & Services
Sharing Your Knowledge with
Webinars
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
07 – Speaking: CraFing Your Voice
You don’t need to write AND speak, but you do need to pick one to excel at.
We teach you how to find presenta'on opportuni'es for the audience you want to reach and give you a Seminar-‐In-‐A-‐Box to get
you started with the speaking part!
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
Tes'monial I wanted to send you my thanks, yet again, for an outstanding idea of [a] report wri7ng bonus and the collabora7on for the class to prepare a report framework. This is a huge value for me. Just want to let you know how much I appreciate what you are doing.
Paul Hajek, MBA, CVA, CEPA, CFBA, LPBC Head Business Coach | Pro/Vision Coaching, Inc. Bellevue, WA
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
12 Modules
09 10
05
11
06 07 08
04 03
12
02 01
Laying the Founda'on
Crea'ng Your Website
Wri'ng: Polishing Your
Style
Using LinkedIn
Blogging Your Way to Fame
Working Other Social Media
Speaking: CraFing Your
Voice
Mastering Email Marke'ng
Networking: Clients & Colleagues
Campaigning with Direct Mail
Developing New Products & Services
Sharing Your Knowledge with
Webinars
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
08 – Mastering Email Marke'ng
The headline Email Marke7ng Is Dead ranks up there with Dewey Defeats Truman.
We show you how to use permission marke'ng and autoresponders to build lists of people who want to read what you have to say …
and buy from you.
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
Tes'monial Mel and Rod are two of the most knowledgeable, well-‐respected prac77oners in the BVFLS community. They have the unique ability to communicate their perspec7ves and have built enviable prac7ces and lives in doing so. I am posi7ve that Prac7ce Builder Academy will assist you in many ways that you would not have imagined for many years into the future.
ScoW Saltzman, CPA, CVA, ASA, MAFF Founder | Saltzman LLC Denver, Colorado
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
12 Modules
09 10
05
11
06 07 08
04 03
12
02 01
Laying the Founda'on
Crea'ng Your Website
Wri'ng: Polishing Your
Style
Using LinkedIn
Blogging Your Way to Fame
Working Other Social Media
Speaking: CraFing Your
Voice
Mastering Email Marke'ng
Networking: Clients & Colleagues
Campaigning with Direct Mail
Developing New Products & Services
Sharing Your Knowledge with
Webinars
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
09 – Networking: Clients & Colleagues
Zig Ziglar said it best: You will get all you want in life if you help
enough people get what they want.
We tell you why you should stop trying to generate leads and show you how to start
genuinely helping people!
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
Tes'monial Due to conflicts, I got behind aber the first webinar – but have since gone through the addi7onal two recorded sessions. So, I’m caught up – and have been working on a detailed plan using many of the sugges7ons to date. This is a very worthwhile process for me to go through. You’re both doing an excellent job!
Bill Howell, MBA, ASA, CPA/ABV/CFF Founder | William E. Howell, LLC Stratham, New Hampshire
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
12 Modules
09 10
05
11
06 07 08
04 03
12
02 01
Laying the Founda'on
Crea'ng Your Website
Wri'ng: Polishing Your
Style
Using LinkedIn
Blogging Your Way to Fame
Working Other Social Media
Speaking: CraFing Your
Voice
Mastering Email Marke'ng
Networking: Clients & Colleagues
Campaigning with Direct Mail
Developing New Products & Services
Sharing Your Knowledge with
Webinars
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
10 – Campaigning With Direct Mail
It takes many “touches” to close a sale (get an engagement).
Direct mail can be an efficient and effec've way to make one of those touches.
We discuss how post cards, newsleWers, and press releases can be used to unobtrusively garner the aWen'on of your ideal prospects!
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
Tes'monial It is really an excellent opportunity for all of us to build a solid prac7ce that we are proud to call our own. I know the difficulty for [me] is to spend the 7me working "on" the business when the days are so full working "for" the business. A sincere thank you again to both you for the next 140 hours that you will put into this program in just "on the air" 7me. My goal is to work at least as hard as you do!
MaWhew Cassedy, MBA, CBA, CVA, CMEA Owner | Analy'c Business Appraisers, LLC Phoenix, Arizona
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
12 Modules
09 10
05
11
06 07 08
04 03
12
02 01
Laying the Founda'on
Crea'ng Your Website
Wri'ng: Polishing Your
Style
Using LinkedIn
Blogging Your Way to Fame
Working Other Social Media
Speaking: CraFing Your
Voice
Mastering Email Marke'ng
Networking: Clients & Colleagues
Campaigning with Direct Mail
Developing New Products & Services
Sharing Your Knowledge with
Webinars
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
11 – Developing Products & Services
The old model is doing 3-‐4 things to get paid one 'me.
Today’s model is do something once and get paid 3-‐4 'mes!
We show you how to leverage and mone'ze your IP just like the industry giants.
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
Tes'monial Thank you for the fire in my belly. I am deeply humbled by your work and enthusiasm.
Johan de Mey-‐Alexandre Owner and Managing Director | Valueplan.me Antwerp, Belgium
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
12 Modules
09 10
05
11
06 07 08
04 03
12
02 01
Laying the Founda'on
Crea'ng Your Website
Wri'ng: Polishing Your
Style
Using LinkedIn
Blogging Your Way to Fame
Working Other Social Media
Speaking: CraFing Your
Voice
Mastering Email Marke'ng
Networking: Clients & Colleagues
Campaigning with Direct Mail
Developing New Products & Services
Sharing Your Knowledge with
Webinars
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
12 – Sharing Your Knowledge With Webinars
Do you have an area of exper'se “worth” sharing?
Not necessarily to other BVFLS prac''oners, but to an industry, trade group, or
prac'ce area that you serve?
We help you with the technical stuff and offer 'ps for avoiding death by PowerPoint!
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
Tes'monial The training is FABULOUS and I am so thankful to be a part of this inaugural class! The content is just so great and it all fits together and makes so much sense. I can see now the progression of why the modules are laid out the way they are and how you really have to get each piece in place before moving on. [Rod] and Mel have done a great job! The [guest] speakers have been great too!
Carli Lehr, CPA, CVA, CSEP Rager, Lehman & Houck, P.C. Hanover, Pennsylvania
Copyright © 2014-2105 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
Missed Opportuni2es v. Poor Execu2on
Think back on the last X years of your career …
How much of what you haven't achieved is due to missed opportuni2es or poorly execu2ng tasks?
Compare your answers to where you spend your 2me.
You got it … we’re all about minimizing poor execu2on. While we let opportuni2es pass us by.
PBA is an opportunity you don’t want to miss!
Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
