ProAdvisor Group Advising, Consulting& Coaching Services
Group advising, consulting & coaching takes a unique approach to enhancing
business intelligence by assembling a group of individuals with the same or varied
backgrounds to bring unique and different perspectives. Together, they
communicate best practices and share real-world advice with each other, resulting
in fresh and actionable strategies for operating, improving and growing their
businesses.
The group may consist of people from different operating units of the same
company, from multiple companies in similar industries, or from a wide range of
organizations with comparable roles. The participants may be selected by
ProAdvisorCoach or by the attendees themselves to ensure elements of shared
experience. The goal is to provide enough diversity among the members to offer a
fresh outlook and innovative strategies to be applied immediately.
Group advising, consulting & coaching is offered through several different approaches, depending on participants’ needs, goals and roles. The sessions can be kicked off by ProAdvisorCoach leaders and then shaped by participants; or ProAdvisorCoach may provide an end-to-end “turnkey” guided discovery process to include essential elements such as location, key topics, format, agendas and curriculum. This latter method ensures optimal results with minimal preparation and effort required by attendees.
Group advising, consulting & coaching is offered through several different approaches, depending on participants’ needs, goals and roles. The sessions can be kicked off by ProAdvisorCoach leaders and then shaped by participants; or ProAdvisorCoach may provide an end-to-end “turnkey” guided discovery process to include essential elements such as location, key topics, format, agendas and curriculum. This latter method ensures optimal results with minimal preparation and effort required by attendees.
Masterminds
- An executive, leadership, or owner study group with a shared theme and/or best practices
- May involve business development, leadership skills, change management, growth, sales, lead generation, marketing, product development, retention, talent sourcing, mergers and acquisitions, goal setting, brainstorming, or developing a vision statement, to name a few
- Kickoff meetings are held either in person or online to forge a community
- Subsequent sessions are periodic; can then become self-directed or maintained with PAC-guided facilitation
- Time frame: Typically three months to a year or longer, depending on wants and needs
Peer Groups
- More immediately actionable, topic-focused groups than Masterminds
- Ideal for individuals with similar roles within an industry or the same organization
Examples
- Financial advisors
- CPAs
- Attorneys
- HR professionals
- CEOs
- Greater emphasis on best practices for running or growing a business
- Recommend for entrepreneurs, business owners, executives and leaders looking for enhanced perspective and insight
On-Site Immersion Experience
- In-person event based on a single topic of shared interest
Examples
- Psychology of success
- Leveraging strengths, managing potential weaknesses
- Financial health
- Growing the organization
- Lead generation and sales
- Typically held in a country club, retreat center or resort
- Sessions usually last half a day on up to three days
- Offers intentional time to get out of being “IN” life and business to focusing “ON” life and business
Retreat Immersion Experience
- Similar to on-site immersion, but with a longer session for a deeper dive execution
- Ideal locations are a retreat center, resort or lodge with areas to connect as a group and conduct breakout sessions
- Sessions can last for several days on up to two weeks, depending on the participants’ wants and needs
- Topics may be very focused on specific issues and strategies, or broader in scope