Clients By Referral® – Virtual Edition: Four months of innovative, engaging and effective training

Clients By Referral® – Virtual Edition: Four months of innovative, engaging and effective training

$645 plus 10% GST

Out of stock

Vue Consulting’s Virtual Edition of CLIENTS BY REFERRAL® blends online and virtual learning technology to allows us effectively train participants located anywhere in Australia and incrementally delivery training over four months.

Virtual Edition’s of CLIENTS BY REFERRAL® are run privately for each organisation or team. Each booking can accommodate 10-20 participants from your organisation. Please contact us directly (info@vueconsulting.com.au) to make a booking and schedule your sessions. 

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Description

Vue Consulting’s Virtual Edition of CLIENTS BY REFERRAL® blends online and virtual learning technology to allows us effectively train participants located anywhere in Australia and incrementally delivery training over four months.

At Vue Consulting we are 100% focused on the transfer of learning and the on-the-job implementation of new skills by participants. You’ll see the difference in outcomes with the Virtual Edition of CLIENTS BY REFERRAL®.

The Virtual Edition isn’t your average, old-school workshop filled with Power Point slides. Instead, participants are taken on a four month journey built around FIVE x 90 MINUTE LIVE VIRTUAL training experiences held every 2-3 weeks. Participants join each live virtual session from their own computer with simultaneous toll-free phone audio, allowing two-way discussion between participants and their host.

Before, during and after these live virtual sessions, participants are provided with preparation and follow-up materials in our online learning portal hosted by Tribal Habits. This portal contains FIVE x 45 MINUTE INTERACTIVE ONLINE learning modules which prepare participants for each live virtual session and provide essential recordings, video demonstrations, downloads, theory, peer-to-peer tips and more.

This combination of interactive online learning (completed in your own time before each session) and live virtual experiences (held at scheduled times just for your group) creates an amazing learning environment. Ultimately, participants engage with…

  • 5 x 45 interactive online online modules with access to…
  • 6 x video role-play demonstrations
  • 5 x pre-recorded 15 minute replays of the live virtual sessions
  • Numerous examples, templates, downloads and handouts
  • A personal learning journal which updates with their key discoveries and can be emailed to them at any time as a ‘workbook’ of information and outcomes
  • 100s of insights, comments and tips from other participants through peer-to-peer learning technology
  • 8 x on-the-job activities completed between the live virtual sessions (with reporting back to your management) to drive actual implementation
  • PLUS the 5 x 90 minute live virtual sessions with toll-free phone audio for every participant
  • Professional Development
    • All Professionals: 225 minutes of online content, 450 minutes of live virtual training plus 60 minutes of on-the-job activities
    • Financial Planners: CDP Accredited by the Association of Financial Advisers (AFA) for 2.1 points of Practice Management and 8.7 points of Skills. CPD Accreditation number provided on the certificate upon full completion of the experience

In total, participants undertake about 60-90 minutes of work per week over a four month period. This consistent, focused approach results in dramatically higher retention and implementation. On-the-job activity is further improved by…

  • Pre-experience briefing sessions with managers to agree outcomes
  • Fortnightly reporting by participants as to their activities
  • 1:1 email coaching for participants to answer questions or scenarios
  • Continuous sharing of participant successes, goals and outcomes

Investment: $645 (per participant, plus 10% GST)

Minimum 10 participants, maximum 20 participants. Each experience is run uniquely for that organisation. Contact us to discuss your participants and a suitable schedule for the live virtual events.

Virtual Edition: Summary agenda

Week 1 | Preparation

  • Managers. Optional (but recommended) 60 minute live virtual session to review and agree outcomes

Week 3 | Ideal referrals

  • Preparation. 45 minute online learning module to map out a referral process
  • Session. 90 minute live virtual session focused on defining ‘ideal referrals’
  • Implementation. Prepare 2-4 ideal referral descriptions and submit for feedback

Week 5 | Discussion foundations

  • Preparation. 45 minute online learning module to develop initial discussion ‘roadmap’
  • Session. 90 minute live virtual session on practising initial referral discussions
  • Implementation. Prepare client collateral, 2 x practice and 2 x client discussions

Week 7 | Complete discussions

  • Preparation.45 minute online learning module to refine referral discussion ‘roadmap’
  • Session. 90 minute live virtual session on sharing best discussion practices
  • Implementation. 2 x client discussions and summarise discussion ‘roadmaps’

Week 8-9 | Referral process

  • Preparation. 45 minute online learning module to review referral marketing ideas
  • Session. 90 minute live virtual session on developing a client referral process
  • Implementation. 2-4 referral marketing ideas and finalise overall process

Week 10-12 | Overall success

  • Preparation. 45 minute online learning moduleto review five successful case studies
  • Session. 90 minute live virtual session focused on finalising client referral process
  • Implementation. Finalise client referral process and report on overall experience