BAC Foundations

Module 03: Empowering Clients to Take Ownership and Action - Making Advice Work (BACP3)


Description
What this workshop is about

As small business advisors we all want to see our work create results by clients taking action to grow their companies.
One challenge is, that even if we give excellent advice, the client may not go forward with it.
However the real problem is that we see our role as telling the client the best way forward instead of letting the client find the path themselves.
The truth is that clients are much more likely to change if they have ownership of the decisions.
That’s why the best way to empower a client to take action is to shift from offering specific recommendations to exploring alternative options.


What you will learn

In this workshop you will discuss with other advisors how to start advising clients without giving directive advice.

The take-away from this workshop is:
- How to be a facilitator of your client’s decision-making process
- How to ask questions which empower the clients
- How to present clients with alternative options with infographics
- How to give clients the final ownership of the decisions
- How to make a bridge from decisions to actions
Content
  • Introduction
  • Introduction to The Business Advisor Certificate (08:15)
  • Personal Confidence Scorecard Making Advice Work
  • Introduction to Client Empowerment (03:00)
  • ALTERNATIVE ADVisory styles
  • Advisor Insights: How do you empower clients (03:10)
  • Alternative Advisory Styles (02:00)
  • Framework: Alternative Advisory Styles
  • The Consultant (01:54)
  • The Coach (02:10)
  • The Facilitator (03:47)
  • Decision Sheet: Your Personal Business Advisor Style
  • Decision Time: Finding Your Advisory Style (06:11)
  • 4 step process to engage the client
  • Advisor Insights: Empowering Client Decision Making (02:35)
  • Framework: Empower Client Decision Making
  • Problem (07:27)
  • Advisor Insights: Alternative Options (03:34)
  • Alternative Options (04:25)
  • Choice (03:23)
  • Advisor Insights: Transformation (05:06)
  • Transformation (04:46)
  • Decision Sheet: Empowering Client Decision Making
  • Decision Time: How do you Empower Decision Making? (11:50)
  • wrap up
  • Wrap Up: Client Empowerment (10:27)
Completion rules
  • All units must be completed