Workshop Structure

Here's What's Included and What You Will Learn

  • Enhanced Assessment

    This guided self-assessment will identify your current skills, interests,, goals and potential advisory areas.

  • Advisory Role Overview

    Discussion on the various levels of services, and insight into the benefits and opportunities offered by these levels.

  • Group Discussions

    Interactive, synergistic sessions in which participants share experiences, interests, challenges and goals as a group.

  • Vision Story

    Hands-on working sessions to guide you in crafting a roadmap for your advisory role—this is where you’ll take your vision and transform it into actionable, strategic goals that drive impact.

How This Will Benefit
You and Your Business

  • Collaborative Learning: Benefit from the shared experiences and insights of peers in similar roles.

  • Cost-Effective: Access valuable insights at a lower price point than one-on-one sessions.

  • Networking Opportunities: Build connections with like-minded professionals who are on a similar journey.

Workshop Details

Session Dates and Times:

  • Day 1: Advisory Exploration -
    Finding Your Path - 90 Minutes
    Our next Workshop Starts Soon!

  • Homework: 1 to 2 Hours

    Day 2:     Creating Your Advisory Role Roadmap - 90 Minutes
    Our Next Workshop Starts Soon!

    • RSVP 1-Hour Support Call
       Our Next Workshop Starts Soon!

Get Notified When Our Next
Workshop Opens For Registration

Get to Know Your Coach

Adv. Business Strategist Christeen Era

Christeen Era, CEO of Core Growth Strategies, is an accounting and consulting professional who has helped hundreds of small and mid-sized businesses improve their cash flow, post higher profits, and achieve stronger growth. She is also the author of Profit First for Lawn Care and Landscape Companies, designed to help the owners of these businesses manage their expenses and increase their gross profit margins to as high as 65%. Passionate about helping her clients flourish and grow, she is a certified Profit First Professional, Pumpkin Plan Strategist, Fix This Next Advisor, and QuickBooks Pro Advisor.