FAQs about Clients By Referral®

FAQs about Clients By Referral® 2017-02-16T18:43:22+00:00

Both Editions

Not really. This is a dedicated client referral training experience. There are some substantial differences between client and professional referrals. We actually have a dedicated ‘Centre of Influence’ training experience called Build Referral Alliances® for that very reason (available to previous and existing clients of Vue Consulting – contact us for more information). That being said, there are also some overlaps and there are some techniques from this training experience which you can modify to use with Centres of Influence. However, it is not the focus of this experience.
Yes. We can provide you with a PD certificate upon completion of the entire experience.

  • If you self-assess your PD based on time…
    • Virtual Edition: 225 minutes of online content, 450 minutes of live virtual training plus 60 minutes of on-the-job activities
    • Online Edition: 250 minutes of online content plus 60 minutes of on-the-job activities
  • If you are a Financial Advisers, both editions are accredited by the Association of Financial Advisers (AFA).
    • Virtual Edition: 2.1 points of Practice Management and 8.7 points of Skills
    • Online Edition: 8.25 points of Practice Management

Virtual Edition

Above all, live virtual training generates a better transfer of knowledge and on-the-job implementation. This is because the training is spaced out over a longer period, rather than overloading a participant in a single day. This on-going process also boosts accountability with participants are they are required to implement ideas on-the-job in between sessions.

Live virtual training also allows you to train more people, in more places, at a lower cost than traditional training and enables you to reach remote workers or bring together people from a number of locations. Participants can also review offline versions of the sessions so they can revisit the training whenever they like, which can significantly improve learning retention and maximise the return on your investment. Not to mention the savings you make on travel, accommodation and employee time away from the office.

At the specified times of your sessions, participants log on to our Virtual Classroom from their own computer. The software opens on their computer and they can see the names of the facilitator and other participants. They can also interact with a variety of shared portals – chat boxes, surveys/quizzes/polls, voting, scenario assessments, downloads, videos, webcams, emoticons, handouts, screen shares and more.

Participants can also hear the facilitator talking via an integrated phone conference call and will be able to talk live with the facilitator and other participants – ask questions, complete role-plays, join a panel, provide solutions, make a comment. The facilitator guides participants through the training process, just like in an onsite workshop. Working together, participants interact with each other, their facilitator and training activities to engage with the learning content. It’s just like a traditional training workshop; instead we are sharing a Virtual Classroom rather than a physical classroom.

For our training experiences where we have streams of 10-20 participants, we utilise an integrated phone conference facility. Participants can join via a toll-free number throughout Australia or any other country (we have local toll-free numbers for all countries). This allows high quality two-way audio. As the phone is integrated into the virtual classroom, our facilitators have control of the audio. This means we can mute/unmute individual participants at any time and create panel discussions or even break-out conference calls for small group work.
In all training, regardless of whether it is held in a workshop or virtual environment, a participant’s mind will wander if they are not engaged with the training. It’s not the delivery method that is the problem; it’s the design of the training! This is why, in our training, we utilise a wide variety of techniques and activities to keep participants constantly stimulated and involved. Participants in our training experiences are constantly contributing and participating. There is simply limited opportunity to get distracted by other matters. Our primary focus is stimulating a participant’s mind to examine, consider, adapt and accept new ideas.
Our training experiences are designed to allow participants a very high level of interaction. As a result, our training experiences require a minimum of 10 participants and a maximum of 20 participants. If you have a large number of employees to train we can run several concurrent learning streams to accommodate everyone in multiple sessions.
This is a really good question. Our peak times are between February and May and August and November. For bookings during these months, we typically book two months in advance, but up to three months in advance towards the end of these periods. It’s not just a matter of our booking schedule, but we need time for everyone, including management and participants, to prepare for the training. It is very rare we take on an assignment for a new client whose brand and processes we are unfamiliar with without at least four weeks of preparation time. Bookings during January, July, August and December are less hectic, but we need to work around holidays carefully.
Virtual Sessions run for 90 minutes. Participants log on 5-10 minutes before the start time to get settled in.
To access the online modules, participants only need a modern web browser. They receive a username and password, so they can login from work or home (NB: mobile devices are not supported for online learning). There are many videos in the online modules so a sound card/speakers/headphones are required to hear them. To join a live virtual session, participants once again need a modern web browser. They also require Adobe Flash® 13.0 or higher installed on their computer. There are not other downloads, so our live virtual sessions will work on virtual desktops as well. Participants do require a stable internet connection, but as audio is handled via the phones, the bandwidth does not need to be particularly high. We can run tests of your IT before proceeding with any training.

Online Edition

Both editions cover the exact same content, objectives and outcomes. The only difference is in the way they present that content to participants. The Virtual Edition utilises 5 x 45 minute online learning modules AND 5 x 90 minute live virtual sessions. This allows some content to be delivered in live virtual sessions plus involves live discussions and analysis on the content within the virtual session. The Online Edition takes those 5 online learning modules, removes time spent on replays/recordings of the virtual sessions and adds in all the content which would have been covered in the virtual session. This results in 6 x 45 minute online learning modules. There’s more to it than that though. We have also recreated some of the content to ensure clarity when there is no live virtual session to supplement it and we have created all new content to ensure that every aspect of the Virtual Edition is covered in the Online Edition. The biggest difference is that the Online Edition does not involve any interaction with Vue Consulting facilitators – you can’t email them questions or engage in a live discussion with them.
To access the online modules, participants only need a modern web browser. They receive a username and password, so they can login from work or home (NB: mobile devices are not supported for online learning). There are many videos in the online modules so a sound card/speakers/headphones are required to hear them.
There is over 4 hours of content in the Online Edition measured by video length, reading time and activities to complete. We estimate there is another 60 minutes of offline activity required to implement ideas. The experience is divided among 6 different modules to encourage a measured approach to learning.
No. First, our terms restrict each login to a single participant. Second, as the experience is explored by a participant, they complete various activities, comments and feedback which are permanent. As a result, the experience cannot be ‘reset’ or ‘repeated’ by another participant.