Training for Lenders & Accountants

In this exciting session, we will walk you through a Strategic Planning process, capturing all your goals and how to select and prioritize them into a final 1-year plan you and your team can execute. It can be easy to become overwhelmed and not know what to focus on first to support our growth. One of the first steps to successfully growing your business is to streamline objectives into manageable groups. Be that in a series of lists, or rather goals for the next 30, 90, and 365 days. Additionally, having the references as to what stage your business is in its development and your key areas of focus empowers us to prioritize our goals first. This session will cover the different stages a business goes through during its life and the most important areas to direct your focus.

• Understand the 10 Stages of being in business
• Identify what stage your business is in.
• Learn about what problems are normal and abnormal at each stage
• Learn about the opportunities to focus on at each stage for growth
• Learn about the power of vision and niche
• Learn the 10 areas of focus in any business and what to focus on within each stage.
• Create a road map to grow and build your business
• Design a 1-3 year strategic plan for your business

The hiring and interviewing process plays a critical role in making better hires. In this session, we will look at options you can put in place to streamline and make your hiring process more effective. We will then apply our communication model to help you master quality in-depth interviews with candidates to allow you both to truly connect and understand each other, the role, and the company. This will also allow us to introduce our culture, what’s essential in our relationship working together, give us a platform to define our culture out of the starting gate, and set the tone of the relationship with the new hire. You will also learn great questions you can incorporate and why each can be powerful.

Next, we will discuss turn-key tools and how to customize them to your business to design your hiring and interviewing process so you can start building your culture from the first conversation you have with candidates. By making better hiring decisions, we will set our team and new hire up for success.

In leadership conversations, we continue this conversation by talking about taking those you selected and developing and coaching them to success. Here you will also learn to implement your knowledge of DISC into your hiring and interviewing conversations. This will lead us to introducing job benchmarking and how to utilizing DISC into your hiring process.

• How to design a process that selects great people
• How to make your hiring and interviewing process more effective
• Powerful interview questions to deepen the quality of your conversation with candidates
• How to talk about your company culture
• Learn what’s most important to your candidate(s)
• How to make those you meet excited to work for you
• How to integrate DISC into your interview

Coaching, Feedback, and the Principles that guide you are essential qualities of high-quality leadership. In this Mastery class, you will learn the fundamentals of giving quality feedback to help people hear what they need to hear so that they can understand it. You will learn the steps to providing feedback and a framework to guide you in the different aspects of those crucial conversations with your team members. This session will give you the tools to facilitate conversations you need with your team to acknowledge them for what they did great and areas of improvement.

• Essential steps to high-quality feedback and coaching
• How to focus on what is great
• How to share areas of improvements