Course curriculum

  • 1

    Strategy

    • Strategy # 26 - Productization of Services

    • Strategy # 30 - Number of Products per Client per Year

  • 2

    What products can be created?

    • What Products can be created

    • Sell what you know

  • 3

    Creating Products

    • Getting Started

    • Creating Products

    • Profit First

    • The ELF Filter

    • Getting close to Clients

    • Growing the Value

  • 4

    Examples

    • Example Management Report, generated from www.myadvisor.ai

    • Example Benchmark Report

    • Example Benchmark Report

    • Example Coaching Club member results

    • Sample Net Worth Report

  • 5

    Leveraging IP & creating Products

    • PPT - Leveraging IP & creating Products

  • 6

    Relevant articles

    • The 4 most important questions

    • The IP Purveying Business

    • It's all about the clients

    • Build the plane as you fly it

    • Projects per year

    • You - the trusted advisor

    • The last Trusted Advisor

  • 7

    Related Resources

    • Menu of Services

    • Slack

    • Related Courses in The PTI Vault

    • Remember this:

    • Technology makes it too easy

    • Setting the price

    • Value based fees Implementation Plan example

    • Implementation Plan template

    • Old Pricing models are unethical