Broker Brilliance Series

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Course curriculum

1. Course Terms & Conditions
2. Course Terms & Conditions Acceptance
3. How to navigate this course.
4. BBC Intro Video
5. Introduction
6. Module 1 - Vision & Strategy
7. Must Do Items
1. Mindset & Motivation
2. The Brain & Belief
3. Imagination & Fear
4. How to Build Resilience
5. Must Do Items
1. Remuneration Models
2. Must Do Items
1. Your Business Model
2. Must Do Items
1. Perfect Business Planning & Strategy
2. Business Plan Template
3. Quarterly Financial Forecast
4. Yearly Cashflow Forecast
5. Must Do Items
1. Goal Setting
2. How to think outside the box - Blue Sky Thinking
3. Must Do Items
1. Module 7 - Analysis- Financial/ Sales/ Marketing/Digital
2. Must Do Items
1. Risk Management
2. Must Do Items
1. Module 9 - Operation & management Reviews
2. Must Do Items
1. Business Technology
2. Technology Case Studies
3. Must Do Items
1. PESTEL Management
2. Must Do Items
1. PHASE 2 - Module 12 - Business Culture
2. Must Do Items
1. Module 13 - Growth,Education & Personal Development
2. Personal Values
3. Money Mindset
4. Must Do Items
1. Professional Growth & Performance
2. Emotions
3. Brain Training
4. Must Do Items
1. Module 15- Leadership and Accountability
2. Download: Case Studies - Best practices
3. Must Do Items
1. Module 16 - Recruiting for Success
2. Generic 30 Broker Onboarding Process Spreadsheet
3. Must Do Items
4. Download - Independent Contractors Vs Employee - Fact Sheet
1. Module 17 - Employee Training & Development
2. Must Do Items
1. Module 18 - Business Systems & Processes
2. Must Do Items
1. Module 19 - Cyber Security
2. Download- ACSC - Small Business Cyber Security Guide v6
3. Must Do Items
1. PHASE 3 - Module 20 - The Importance of Marketing & Orientation
2. Download: ASIC rules and Regulations of Finance broker Marketing.
3. Must Do Items
1. Module 21 - Client Attractiveness
2. Must Do Items
1. Module 22 - Client Offer
2. Download: Hardship & Customer Loyalty
3. Must Do Items
1. Module 23 - Content Marketing
2. Must Do Items
1. Module 24 - Social Media Marketing
2. Download: Social Media Marketing ROADMAP
3. Must Do Items
1. Module 25 - CRM's And Automation
2. Download: Examples of CRM software for Brokers
3. Must Do Items
1. Module 26 - Sales Process & Conversions
2. Must Do Items
1. Module 27 - Referral Partner Marketing
2. Must Do Items
1. Module 28 - Outreach Strategies
2. Must Do Items
1. Module 29 - Digital Assets & Performance
2. Must Do Items
1. Module 30 - Marketing & Communication Channels
2. Must Do Items
1. Module 31 - Tracking & Conversions
2. Must Do items
1. Module 32 - Influencing and Leveraging Opportunities
2. Must Do Items
1. Module 33 - Competitor Analysis
2. Download: Using AI for Competitor Analysis
3. Must Do Items
1. Module 34 - X-Facta Selling - Marketing for Results
2. Must Do Items
1. Module 35 - High Converting Lead Generation
2. Must Do Items
1. Module 36 - KPI's & Balanced Scorecards
2. Excel Spreadsheet - KPI Scorecard
3. Download - Balanced Scorecard
4. Must Do Items
1. Module 37 - Executive Business Plan
2. Download - Blue Sky Thinking
3. Download - Business Plan Template
4. Must Do Items
1. Module 38 - Business Milestones
2. Must Do Items
1. Module 39 - Time Management
2. Must Do Items
1. Module 40 - Artificial Intelligence (AI)
2. Must Do Items
1. Module 41 - Managing Systems and Processes
2. Must Do Items
1. New Lesson
2. Must Do Items
1. Module 43 - Business Development Plan
2. Must Do Items
1. Module 44 - Sales Plan
2. Must Do Items
1. Module 45 - Finance Plan
2. Must Do Items
1. Module 46 - Communication Plan
2. Must Do Items
1. Module 47 - Executive Marketing Plan
2. Module 47 - ASIC Marketing Legislation for the Finance Industry
3. Must Do Items
1. Module 48 - Exit & Scccession Plan
2. Download - Your Exit & Succession Plan
3. Must Do Items

About this course

128 lessons
0.5 hours of video content

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Introduction & PHASE 1 - VISION & Winner Mindset

Module 2 - Mindset & Motivation

Module 3 - Remuneration Models

Module 4 - Your Business Model

Module 5 - Perfect Business Planning & Strategy

Module 6 - Goal Setting

Module 7 - Analysis- Financial/ Sales/ Marketing/Digital

Module 8 - Risk Management

Module 9 - Operation & Management Reviews

Module 10 - Business Technology

Module 11 - PESTEL Management

PHASE 2 - Growth & Recruitment Systems-Module 12

Module 13 - Growth,Education & Personal Development

Module 14 - Personal Growth

Module 15 - Leadership & Accountability

Module 16 - Recruiting for Success

Module 17 - Employee Training & Development

Module 18 - Business Systems & Processes

Module 19 - Cyber Security

PHASE 3 - Market Analysis & Lead GEN

Module 21 - Client Attractiveness

Module 22 - Client Offer

Module 23 - Content Marketing

Module 24 - Social Media Marketing

Module 25 - CRM's & Automation

Module 26 - Sales Process & Conversions

Module 27 - Referral Partner Marketing

Module 28 - Outreach Strategies

Module 29 - Digital Assets & Performance

Module 30 - Marketing & Communication Channels

Module 31 - Tracking & Conversions

Module 32 - Influencing and Leveraging Opportunities

Module 33 - Competitor Analysis

Module 34 - X-Facta Selling - Marketing for Results

Module 35 - High Converting Lead Generation

PHASE 4 - Module 36 - Making it Happen!

Module 37 - Executive Business Plan

Module 38 - Business Milestones

Module 39 - Time Management

Module 40 - Artificial Intelligence

Module 41 - Managing Systems and Processes

Module 42 - Outsourcing

Module 43 - Business Development Plan

Module 44 - Sales Plan

Module 45 - Finance Plan

Module 46 - Communication Plan

Module 47 - Executive Marketing Plan

Module 48 - Exit & Succession Plan

About this course