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June 16, 2010 |
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200 First
Ave W, Ste 301
Seattle, WA
98119 |
Dear Center Director,
I'm writing to invite you
to make our Profit Mastery training available to your
counselors at the upcoming
30th Annual ASBDC C
onference in San Antonio. I will be teaching the complete
Profit Mastery program two days prior to the conference, on Monday and
Tuesday, September 20th & 21st. This is an
excellent chance for counselors already coming
to the conference to participate in this training at a
modest additional expense.
Program costs, multiple
counselor pricing, and
other information helpful to your
decision-making process can be found below. We are limiting the class to only 64 counselors
(and already have over 20 attendees
signed-up!)
so early registration is recommended. If your state or region plans
to send more than five counselors, please
contact me
for a discount on your total registration.
Registration is
through the
ASBDC Conference website; once we receive your
registration, I will contact you to confirm
the specifics and to send an invoice for payment, based on
your selection of either training as a
Certified Facilitator or Consultant (details below).
I’m also writing to provide you
with a link to a document that highlights our Profit
Mastery training and how it provides
an opportunity for counselors to meet the new financial
core competencies that will be expected of them in the
future. This document lays out each of the specific
areas of financial capability and provides a
detailed overview of how each of the Profit Mastery
teaching components addresses that specific financial
area. Here is the link to the document:
http://brs seattle.com/ASBDC_Core_Competencies_2sided.pdf
I am also providing letters of
reference from SBDC personnel who have personally
experienced the Profit Mastery program within their
state's network:
http://brs-seattle.com/reference_letters.pdf
I would be honored to serve you and
your counselors this fall in San Antonio and can assure
you that the money you invest in Profit Mastery training
will
be wisely spent!
P.S. Don't forget to visit
the SBDC page on our website at
http://brs-seattle.com/SBDC. There you can
order
Participant's or
Facilitator's Guides, find a Profit Mastery PowerPoint
presentation, brochures, and other important
information!
Sincerely,
Rod Bristol
Vice President
Business Resource Services
Program Details:
Steve LeFever, Chairman of Business Resource Services, has been
presenting BRS’s Profit Mastery programs to top reviews
at the ASBDC national conferences over the last 10
years. He is well known within the SBDC network as
an excellent presenter of complex, yet extremely vital
financial information for small business owners and
their advisors. He has
over 25 years of experience teaching finance around the
world to entrepreneurs, CPAs, bankers, networks of
business owners, and SBDC Counselors at regional and
national conferences ―
and is always a top-rated speaker
at each event.
We are also now offering
the complete Profit Mastery program through our new
Profit M
astery University
high-definition online streaming video, which captures
the effectiveness of this engaging and informative presentation. The SBDC
counselors who use Profit Mastery University for financial
training are very pleased with the results. We and many SBDC counselors believe that
the
Profit Mastery curriculum is the absolute best financial
training program available today for their own
professional development, as well as increasing the
financial acumen of their clients.
We have carefully
researched the needs of the SBDC networks’ deliverables
and obligations. We believe that Profit Mastery aligns
directly with your needs in the following ways:
- Entrepreneurial
Finance is one of the core competencies
of all SBDC centers and Profit Mastery
enables any Counselor to provide high level,
in-depth instruction to their clients,
on-demand, when they are ready to improve
their own financial acumen and the
management of their businesses.
- Provides Cash
Flow to the Center in two ways. First,
through the sale of the Profit Mastery
workbook to clients who participate in
Facilitator led programs. The cost to the
Center of the workbook is $195, and Centers
are pricing it at between $295 and $395,
depending on the vitality of their economic
area. Second, by receiving a $60 referral
fee for every client that registers for the
Profit Mastery University program (please
see the information below).
- Qualifies
prospective clients by having them
commit to invest in their own training.
This helps raise the quality of clients that
SBDC counselors advise and weeds out those
that waste counselor time.
- Builds in-depth
Client Direct Contact hours, as all
one-on-one time spent with a client using
the Profit Mastery curriculum to improve the
financial performance of the company can be
counted as Direct Contact hours. In
addition, the Action Steps that are
identified as part of the coursework become
the framework for extended, in-depth
consulting which makes the business owner
accountable.
- Builds Client
Preparation Time, as all work that a
Counselor does in preparing follow-up
financial analysis with the clients’ own
numbers qualifies as Client Preparation
time. This activity is particularly
beneficial to the client and drives the
‘measurement’ process taught in the program
directly into the management of the company.
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There are now two levels of training and utilization for
SBDC counselors to access the Profit Mastery Curriculum.
1: The Certified Facilitator program: The Center will buy a License agreement
for $595. Certified Facilitators use the Profit Mastery
University online video to present the program in a
classroom setting and receive their own username and
password at the conclusion of training.
A
Center can train as many Certified Facilitators from that
Center who wish to present the program. Each Certified
Facilitator will purchase a Facilitator’s Guide for $395
that contains instructions, facilitator tips, introductory
scripts for each video chapter, and wrap-up scripts for each
module. They must also complete training at a cost of $350
per person, for a cost of $745 per Facilitator (plus the
$595 Center licensing fee).
2: The Profit Mastery Consultant (PMC) designation:
This option is for the SBDC counselors who are interested in
the Profit Mastery curriculum as a tool for one-on-one
counseling activities with their clients, but who do not
wish to teach Profit Mastery using the video program in a
classroom setting. Centers purchase a license agreement for
$595. PMCs must then attend live training at a cost of
$350. These counselors purchase a Participant’s Guide at a
cost of $195, for a total cost of $545. At the end of the
training they are given a username and password for the
video curriculum for use as a review of the materials
studied in class.
PMCs can do one-on-one advising with their clients but will
not be authorized to teach the curriculum in a classroom
setting. Instead, they can refer their
clients who are interested in additional financial education
to the Profit Mastery University (PMU) website. After the
client has gone through the course, both the SBDC counselor
and client will be able to work together to implement the
Profit Mastery financial performance tools in their
business.
The
cost for the SBDC client to enroll in Profit Mastery
University (via a referral from an SBDC counselor) is $395. With every referral, a Center will receive a $60
rebate per registrant. Each registrant will receive a
complete Participant’s Guide shipped directly from BRS, to
use with the online curriculum and with their ongoing
counseling activities with their SBDC advisor.
Profit Mastery Consultants can become Certified
Facilitators: The PMC
would be required to purchase a Facilitators Guide for $395
and schedule a two hour conference call with me to review
the facilitator scripts and review materials prior to
teaching their first class. There is no charge for the
conference call training.
I
believe these changes will enable more Centers to
take advantage of the Profit Mastery education and produce
revenue for Centers both through offering classes by
Certified Facilitators, and by receiving rebates for clients
who attend Profit Mastery University.
Pricing examples:
A Center that has one
counselor who wants to be a PMC.
| 1 License
agreement |
$ 595 |
| 1 Participant’s
Guide |
$ 195 |
| 2-day training
for one person |
$ 350 |
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|
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Total investment |
$1,140 |
A Center that has two
counselors who want to be PMCs, and one that wants to be a
Certified Facilitator:
| 1 License
agreement |
$ 595 |
| 2 Participant’s
Guide ($195/ea.) |
$ 390 |
|
One Facilitator’s Guide |
$ 395 |
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Two day training for three
Counselors ($350/ea.) |
$1,050 |
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|
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Total investment |
$2,430 |
A Counselor enrolls in PMU and
takes the course as a self-study:
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PMU registration fee |
$ 395 |
|
Rebate back to the Center |
$ 60 |
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Total investment |
$ 335 |
If your state or region plans
to send more than five counselors, please
contact me
for a discount on your total registration.
We are confident that the
Profit Mastery curriculum offers an unparalleled opportunity
for both the SBDC and your clients to bring an
internationally acclaimed, unique, effective and flexible
program to your Center educational resources. We appreciate
your consideration and look forward to serving you with this
critically important financial education program.
Sincerely,
Rod Bristol
Vice President
Business Resource Services
The Similarities/Differences Between
a Certified Facilitator and a
Profit Mastery Consultant
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Certified
Facilitator |
Profit
Mastery Consultant (PMC) |
|
Center must purchase
licensing agreement ($595). |
Center must purchase
licensing agreement ($595). |
| A
center can train as many of their Counselors as
Facilitators or PMC’s after purchasing the licensing
agreement. |
A
center can train as many of their Counselors as
PMC’s or Facilitators after purchasing the licensing
agreement. |
|
Will purchase a Facilitator’s Guide for $395 for use
during live training: Includes all Participant's
Guide material, along with
supplemental material intended to assist in teaching
the curriculum accurately and efficiently. |
Will purchase a Participant Guide for $195 for use
during live training (a manual that follows
the course as an attendee). |
|
Must attend live
2-day training for $350. |
Must attend live
2-day training for $350. |
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Authorized to
present the full program in a classroom setting. |
Not
authorized to present the program in a classroom
setting. |
|
Each client attendee is expected to purchase a
Participant's Guide for classes taught by a Certified
Facilitator. CFs can present one complete Section to
a client using the online video program without charge. |
Can
use tools and ideas from the Profit Mastery
curriculum for one-on-one counseling and advising
and can present one complete Section to a Client
using the online video program without charge. |
|
Will receive a
username and password to access the online video
24/7/365. |
Will receive a
username and password to access the online video
24/7/365. |
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Can also work
with client(s) side-by-side working through certain
modules and/or the whole Profit Mastery online
curriculum: recommended that your client purchases a
Participant's Guide during this process so
they will have their own book to work through
the curriculum. |
Must refer client to purchase the Profit Mastery
University program if the client would like to take
the program.
Can work with a client in a one-on-one setting to
help them better understand their Profit Mastery
University online training once they have purchased
PMU themselves. |
|
Will have access to full administrative support for
marketing their training sessions, putting together
training timelines, and any other support needed for
a successful training session. |
Will have access to full administrative support to
market Profit Mastery University to their clients.
Each center will receive a $60 rebate for every SBDC
client that signs up for PMU. |
Profit Mastery Consultants Can Become Certified
Facilitators: The PMC
would be required to purchase a Facilitators Guide for $395
and schedule a two-hour conference call with Rod Bristol to
review facilitator scripts and materials prior to
teaching their first class. There is no charge for the
conference call training.
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