CREATING PURPOSE STATEMENTS –VIRTUAL COACHING SESSION (2 DAYS)
MAY 15 - 16, 2024
TIME: 9:30AM - 4:30PM CT (BOTH DAYS)
During this 2-DAY VIRTUAL training, you will learn and practice tools, skills and activities to facilitate groups to identify and articulate their unique purpose through a series of activities and experiences.
Although this training will use working with families for its context, these skills, tools and activities are equally effective to help any group to identify and articulate its purpose (aka mission/vision). These groups may include business boards, departments or teams, non-profit board of directors or teams, family foundations, and client couples to help them get on the same page and stay focused for their future planning and execution.
This training session is part of the Heritage Design Professional Coaching Program and Heritage Specialist Certificate Program – it cannot be taken ala carte.
Heritage Design Coaching Program - APPLY HERE
This coaching program is for successful professionals who desire to take their practice and their donor/client relationships to the next level. For many professionals, the “next level” means increasing their profits or philanthropic gifts, increasing their retention, and/or working with higher net worth families.
Transformation does not come from doing things bigger, better, faster, or doing more of it. Transformation comes from starting from a different place.[1]
Heritage Design and the Heritage Design Professional™ Coaching Program start from a different place. It will give you the tools, skills, competencies, and practice that leads to the confidence necessary to achieve your desired outcomes and the outcomes of your clients and their families.
When you ask donors/clients what they want for themselves and their families, many describe their desire for confidence in their own lives, that their family thrives together for multiple generations, and that each successive generation to be prepared for the inheritances they will receive. Unfortunately, research shows (and our experience confirms) that only a small percentage of families attain those desired outcomes, despite quality financial and estate planning.
Helping your donors and clients (and their families) attain their desired outcomes builds a unique bond between you and your donors and clients because it gives them what they are looking for/demanding. It also increases your profits or philanthropic gifts, your retention, and the number of quality introductions you receive from your current relationships.
Our most active Members say the training they received through this Coaching Program has:
§ Distinguished them from their competition,
§ Increased their profits, retention, and engagements of new “A” donors/clients,
§ Equipped them to build deeper relationships,
§ Created multi-generational engagements, and
§ Increased philanthropic gifts or the value of their practice.
[1] Carter, Doug. Clients Forever. McGraw-Hill. 2003
Heritage Specialist Program – APPLY TODAY
This Certificate Program is designed for successful professionals who desire to take their relationships to the next level and understand collaboration is the secret to success.
The program is delivered through video recorded segments, virtual training sessions, and an in-person coaching session. Also included are copies of the books Beating the Midas Curse and What Matters, certification in the Stratton ILS, Expectations Conversation, Quantification Activity, and other assessments to understand your leadership and communication styles, plus you will experience and practice what you are being trained to do.