Working With Professionals | Seasons of Advice ConsultingSeasons of Advice Consulting

Our Seasons of Advice® Process Includes:

Dedicated coach to ensure practices stay on track.
Customized online training portal including a series of cloud-based, comprehensive training modules. Accessible by all mobile devices.
Season specific “e-Labs” aligned with the training modules.
All practice management and client marketing tools and content required to implement the program.
Unlimited access to answer any questions/emails on demand.

IMPLEMENTATION YEAR:

The Seasons of Advice® team works one on one with practices to customize and implement the program.
Monthly group e-Labs on pre-season planning and skill building.

CUSTOMIZABLE PACKAGE OPTIONS FOR FIRMS WITH THEIR OWN TRAINING TEAMS:

Customizable task specific deep dive e-Labs aligned with the training modules.
Licensing for training and materials for firm training teams to deliver to your team to train trainer.

PREMIUM CLIENT EXPERIENCE
A neuroeconomics based service model designed to help clients make the right decisions at the right time.

PROVEN PRACTICE MANAGEMENT
Effective and efficient processes to streamline your practice.

BUILT-IN MARKETING
An established value proposition along with marketing materials.

PERSONAL COACH
Industry leading experts provide step-by-step guidance.

TRAINING AND RESOURCES PORTAL
Step-by-step training modules, practice management tools, and proven marketing materials.