Practice Builder Academy Overview

Strategies
to
Create
a
BVFLS
Prac2ce

You’ll
Love
Coming
to
and
Find
Success
In

www.Prac'ceBuilderAcademy.com

Copyright © 2014-2015 Thought Leaders IP, Inc. & Rod Burkert. All Rights Reserved.
Rod BurkertMel Abraham

The
#1
BVFLS
Prac2ce
Issue

“bringing
in
new
clients”

Ranked
as
THE
top
issue
facing
respondents
in
the

2013
FVS
Membership
Top
Issues
Survey

87%
of
survey
respondents
thought
bringing
in
new

clients
was
somewhat
or
extremely
important

PBA
is
designed
to
help!


12
Modules

09
10

05

11

06
07
08

04
03

12

02
01

Laying
the

Founda'on

Crea'ng
Your

Website

Wri'ng:

Polishing
Your

Style

Using

LinkedIn

Blogging
Your

Way
to
Fame

Working
Other

Social
Media

Speaking:

CraFing
Your

Voice

Mastering
Email

Marke'ng

Networking:

Clients
&

Colleagues

Campaigning

with
Direct
Mail

Developing
New

Products

&
Services

Sharing
Your

Knowledge
with

Webinars


01
–
Laying
the
Founda'on

If
you
don’t
know
where
you’re
going,

any
road
will
get
you
there.

So
what
are
your
goals
…
and
what
strategies

and
tac'cs
will
get
you
there?

What
is
YOUR
value
proposi'on
for
the
ideal

prospects
you
want
to
aWract?


Tes'monial

This
program
is
absolutely
brilliant.
It
logically
addresses
the

many
cri7cal
components
of
building
a
dynamic
career
and

thriving
prac7ce.
Had
this
program
been
around
when
I
was

building
my
professional
presence,
I
would
have
been
be=er

equipped
to
address
the
many
challenges
much
more
eﬀec7vely.

Kudos
to
Rod
and
Mel.

Michael
Kaplan,
CPA,
CVA,
MAFF

Founder
|
Kaplan
Forensics,
LLC

Calabasas,
California


02
–
Crea'ng
Your
Website

The
w
w
w
stands
for
who,
what,
and
why
…

Who
are
you?

What
do
you
stand
for?

Why
should
I
care?

We
show
you
the
elements
of
a
website
that

can
answer
these
ques'ons!


Tes'monial

Considering
how
to
redeﬁne
your
prac7ce
in
order
to
redeﬁne

your
life
is
not
a
topic
to
be
taken
lightly.
As
I've
men7oned

before,
I've
yet
to
even
consider
ques7oning
the
tui7on
for
the

program.

Edwin
Mysogland,
CVA,
CMEA,
SBA

Managing
Partner
|
Indiana
Business
Advisors

Indianapolis,
Indiana


03
–
Wri'ng:
Polishing
Your
Style

Compelling
content
is
1)
relevant
2)
solves

problems
and
3)
relates
to
what
you
want
to
sell.

Learn
how
to
create
a
Total
Content
System
that

will
exponen'ally
add
value
to
your
BVFLS

prac'ce
by
giving
value
to
your
community!


Tes'monial

Many
thanks
to
Rod
and
Mel
for
puHng
this
program
together.

It’s
helping
me
immensely.

Thomas
Stevenson,
CPA/CVA

Owner
|
Stevenson
Valua'on
Group

San
Luis
Obispo,
California


04
–
Using
LinkedIn

Probably
the
best
social
media
placorm
for

BVFLS
prac''oners.

We
show
you
how
to
craF
a
proﬁle
so

ideal
prospects
can
feel
the
mesh
between

what
you
oﬀer
and
what
they
need

to
solve
their
problems!


Tes'monial

I
have
done
BV/LS
work
since
the
late
90s
in
a
niche
firm
and
was

hired
here
to
develop
a
BV/LS
department.
They
had
made
the

tradi7onal
firm
effort,
and
of
course
it
didn't
work.
I
have
had

some
of
the
tradi7onal
firm
hurdles,
but
they
are
coming
around.

My
par7cipa7on
in
this
class
is
both
support
for
my
case
to
them

for
what
needs
to
be
done
and
a
big
push
for
me
out
of
my

comfort
zone.
Thanks
for
all
you
are
doing.

AnneWe
Herrin,
CPA,
ABV,
CVA,
CFE,
CFF

Nicholson
&
Company,
PLLC

Hagesburg,
Mississippi


12
Modules

09
10

05

11

06
07
08

04
03

12

02
01

Laying
the

Founda'on

Crea'ng
Your

Website

Wri'ng:

Polishing
Your

Style

Using

LinkedIn

Blogging
Your

Way
to
Fame

Working
Other

Social
Media

Speaking:

CraFing
Your

Voice

Mastering
Email

Marke'ng

Networking:

Clients
&

Colleagues

Campaigning

with
Direct
Mail

Developing
New

Products

&
Services

Sharing

Knowledge
with

Webinars


05
–
Working
Other
Social
Media

The
key
to
working
other
social
media

networks
is
ﬁnding
out
which
one

your
clients
and
ideal
prospects
use.

Thus,
never
fall
in
love
with
a
network.

Instead,
fall
in
love
with
the
people
and
work

the
network
that
let’s
you
reach
them!


Tes'monial

Thank
you
so
very
much
for
your
help!
The
PBA
has
been
very

helpful
and
I
look
forward
to
u7lizing
it
all
year!
…
I
was
just

asked
this
[morning]
to
write
a
column
for
an
online
business

resource
with
about
84,000
contacts
throughout
the
Southeast!
I

will
need
help
in
providing
content
for
this
online
resource.
I
will

go
back
and
listen
to
the
[PBA]
webinar
on
this.

Gary
Aldridge,
CPA,
CVA,
CFE

Managing
Partner
|
Aldridge
Firm,
LLC

Jackson,
Mississippi


06
–
Blogging
Your
Way
to
Fame

Blogging,
v-‐blogging,
and
podcasts
offer

efficient
ways
of
construc'vely
sharing
your

exper'se
with
your
ideal
prospects.

Lots
of
them.

From
evalua'ng
different
user
placorms
to

developing
content
to
broadcast,

we
got
you
covered!


Tes'monial

So
much
informa7on
that
I
never
realized
or
understood.
It
was
a

great
webinar
for
me
because
it
clariﬁed
several
areas
that
I
was

confused
about.
I
would
say
that
I
wish
I
had
this
class
4
years
ago.

The
classes
themselves
are
what
I
have
hoped
for
in
regards
of

providing
me
with
the
informa7on
in
geHng
the
prac7ce
started.
I

have
been
asking
Brien
at
NACVA
for
this
type
of
instruc7on
for

four
years.
I
am
glad
someone
ﬁnally
saw
the
need.

Michael
Pelkey,
CPA,
CGMA,
CVA,
MAFF,
CEPA,
CFE

Stonehenge
Consul'ng,
PLC

Byron
Center,
Michigan


07
–
Speaking:
CraFing
Your
Voice

You
don’t
need
to
write
AND
speak,

but
you
do
need
to
pick
one
to
excel
at.

We
teach
you
how
to
ﬁnd
presenta'on

opportuni'es
for
the
audience
you
want
to

reach
and
give
you
a
Seminar-‐In-‐A-‐Box
to
get

you
started
with
the
speaking
part!


Tes'monial

I
wanted
to
send
you
my
thanks,
yet
again,
for
an
outstanding

idea
of
[a]
report
wri7ng
bonus
and
the
collabora7on
for
the
class

to
prepare
a
report
framework.
This
is
a
huge
value
for
me.
Just

want
to
let
you
know
how
much
I
appreciate
what
you
are
doing.

Paul
Hajek,
MBA,
CVA,
CEPA,
CFBA,
LPBC

Head
Business
Coach
|
Pro/Vision
Coaching,
Inc.

Bellevue,
WA


08
–
Mastering
Email
Marke'ng

The
headline
Email
Marke7ng
Is
Dead
ranks
up

there
with
Dewey
Defeats
Truman.

We
show
you
how
to
use
permission
marke'ng

and
autoresponders
to
build
lists
of
people

who
want
to
read
what
you
have
to
say
…

and
buy
from
you.


Tes'monial

Mel
and
Rod
are
two
of
the
most
knowledgeable,
well-‐respected

prac77oners
in
the
BVFLS
community.
They
have
the
unique

ability
to
communicate
their
perspec7ves
and
have
built
enviable

prac7ces
and
lives
in
doing
so.

I
am
posi7ve
that
Prac7ce
Builder

Academy
will
assist
you
in
many
ways
that
you
would
not
have

imagined
for
many
years
into
the
future.

ScoW
Saltzman,
CPA,
CVA,
ASA,
MAFF

Founder
|
Saltzman
LLC

Denver,
Colorado


09
–
Networking:
Clients
&
Colleagues

Zig
Ziglar
said
it
best:

You
will
get
all
you
want
in
life
if
you
help

enough
people
get
what
they
want.

We
tell
you
why
you
should
stop
trying
to

generate
leads
and
show
you
how
to
start

genuinely
helping
people!


Tes'monial

Due
to
conﬂicts,
I
got
behind
aber
the
ﬁrst
webinar
–
but
have

since
gone
through
the
addi7onal
two
recorded
sessions.
So,
I’m

caught
up
–
and
have
been
working
on
a
detailed
plan
using

many
of
the
sugges7ons
to
date.
This
is
a
very
worthwhile

process
for
me
to
go
through.
You’re
both
doing
an
excellent
job!

Bill
Howell,
MBA,
ASA,
CPA/ABV/CFF

Founder
|
William
E.
Howell,
LLC

Stratham,
New
Hampshire


10
–
Campaigning
With
Direct
Mail

It
takes
many
“touches”
to
close
a
sale

(get
an
engagement).

Direct
mail
can
be
an
eﬃcient
and
eﬀec've

way
to
make
one
of
those
touches.

We
discuss
how
post
cards,
newsleWers,
and

press
releases
can
be
used
to
unobtrusively

garner
the
aWen'on
of
your
ideal
prospects!


Tes'monial

It
is
really
an
excellent
opportunity
for
all
of
us
to
build
a
solid

prac7ce
that
we
are
proud
to
call
our
own.
I
know
the
diﬃculty

for
[me]
is
to
spend
the
7me
working
"on"
the
business
when
the

days
are
so
full
working
"for"
the
business.

A
sincere
thank
you
again
to
both
you
for
the
next
140
hours
that

you
will
put
into
this
program
in
just
"on
the
air"
7me.
My
goal
is

to
work
at
least
as
hard
as
you
do!

MaWhew
Cassedy,
MBA,
CBA,
CVA,
CMEA

Owner
|
Analy'c
Business
Appraisers,
LLC

Phoenix,
Arizona


11
–
Developing
Products
&
Services

The
old
model
is
doing
3-‐4
things

to
get
paid
one
'me.

Today’s
model
is
do
something
once

and
get
paid
3-‐4
'mes!

We
show
you
how
to
leverage
and
mone'ze

your
IP
just
like
the
industry
giants.


Tes'monial

Thank
you
for
the
ﬁre
in
my
belly.
I
am
deeply
humbled
by
your

work
and
enthusiasm.

Johan
de
Mey-‐Alexandre

Owner
and
Managing
Director
|
Valueplan.me

Antwerp,
Belgium


12
–
Sharing
Your
Knowledge
With
Webinars

Do
you
have
an
area
of
exper'se

“worth”
sharing?

Not
necessarily
to
other
BVFLS
prac''oners,

but
to
an
industry,
trade
group,
or

prac'ce
area
that
you
serve?

We
help
you
with
the
technical
stuﬀ
and
oﬀer

'ps
for
avoiding
death
by
PowerPoint!


Tes'monial

The
training
is
FABULOUS
and
I
am
so
thankful
to
be
a
part
of
this

inaugural
class!
The
content
is
just
so
great
and
it
all
ﬁts
together

and
makes
so
much
sense.
I
can
see
now
the
progression
of
why

the
modules
are
laid
out
the
way
they
are
and
how
you
really

have
to
get
each
piece
in
place
before
moving
on.
[Rod]
and
Mel

have
done
a
great
job!
The
[guest]
speakers
have
been
great
too!

Carli
Lehr,
CPA,
CVA,
CSEP

Rager,
Lehman
&
Houck,
P.C.

Hanover,
Pennsylvania


Missed
Opportuni2es

v.
Poor
Execu2on

Think
back
on
the
last
X
years
of
your
career
…

How
much
of
what
you
haven't
achieved
is
due
to

missed
opportuni2es
or
poorly
execu2ng
tasks?

Compare
your
answers
to
where
you
spend
your
2me.

You
got
it
…
we’re
all
about
minimizing
poor
execu2on.

While
we
let
opportuni2es
pass
us
by.

PBA
is
an
opportunity
you
don’t
want
to
miss!


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