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Business Model Design

How to Sell and Deliver Single Strategy Calls

1.25 hours

A breakdown of how to package, sell, and deliver single strategy calls — the smallest unit of advisory work, and often the easiest way for a new client to start with you.

What this session covers

  • Persona — who is this typically sold to?
  • Pricing — how much should you charge?
  • Promotion — how do you promote your offering?
  • Preparation — how do you prepare for the calls?
  • Process — how do you deliver it effectively?
  • Provisions — what else do you provide?
  • Platforms — what tools do you use?
  • Proof — what are some real-world examples?

Included with the Library

This session is one of 37 workshops in the Indie Strategist Library, along with the Advisor Operating System templates and the private community. One payment, yours for good.

Get Lifetime Access — US$499 One-time payment · 30-day guarantee

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