At Woodard Institute, we empower you to transform small businesses – meaning we show you how to develop more effective client relationships. As part of this process, we expect both you and your clients to receive a significant financial return from your investment in Woodard Institute. At Woodard Institute, we join you in your journey to the next version of your practice providing:
Woodard Institute is much more than an educational or coaching program. It is a journey for your practice that includes:
• Setting the destination and milestones along your unique path (i.e. setting vision and mission and writing a practice plan)
• Intentional forward movement (i.e. setting and reaching incremental goals)
• Achieving a “next version” of your practice that is more scalable, efficient, profitable, and effective.
With the goal of growing yourself and your practice, leverage on-demand video courses and tests. You set a pace that is convenient for you, retake courses as time permits, repeat courses to reinforce learnings, and make practical applications to your practice.
Experience the benefits of Trek but with a deeply-focused community of your peers and a group coach. Combine the on-demand video coaching benefits from Trek with:
Engage in personalized coaching from your own dedicated mentor who will guide you through the on-demand content of Trek, and will lead an elite cohort comprised of highly motivated and aggressively-paced program members. This path will be steeper and the goals more ambitious, but the outcome will be game-changing and deeply rewarding.
Woodard Institute is an intensive, highly practical coaching program through which members increase profits, grow their practices, and enhance the value they bring their clients. Our vision is to “transform small business through small business advisors.” Woodard Institute engineers agents of small business transformation.
Woodard Institute is a multi-year, high impact program that includes professional development, practice development and advanced practice programs. The Institute is far more than just education. It is a journey from where you are to the next “version” of yourself and your practice. You achieve this through a combination of on-demand learning (and testing), coaching, and peer interaction.
The Professional Development (PD) course is the first phase of your journey to the next version of yourself and the next version of your practice. Though the time to deploy the principles of our Professional Development course vary, many of our members can deploy the principles in as little as one year.
Regardless of the pace you set for your practice, each step of professional development brings a significant return on investment and prepares members for future courses like: Client Advisory Services, Niche Services, Business Coaching and/or Operational Consulting. We will begin offering additional courses Fall 2018.
All programs of Woodard Institute include on-demand learning and peer interaction. Depending on your membership level (Trek, Climb or Ascend) the program may also include deeper peer interaction (through groups no larger than 40 professionals), group coaching sessions and/or personalized coaching.
Though some advisors work on their own to develop themselves and their practices, there are several reasons advisors benefit from involvement in Woodard Institute:
The typical monthly schedule varies depending on which engagement level you select. For example,
Woodard Institute is not just a coaching program, it is also a coaching community. Peer collaboration, peer encouragement and peer accountability are key components to advancing yourself and your practice.
Depending on which program level you select, you will have the following peer collaboration benefits:
The three program levels are all paths to the new version of yourself and your practice. As such, all levels equip advisors to make significant advancements in their practices.
All three membership levels include:
The Professional Development course is the first course all members take as part of their journey toward the next version of themselves and their practices. Members complete this core course (and apply the principles to their practices) over a period of no less than one year.
After you complete the Professional Development course you have the following options:
Future courses we will offer through the Institute include:
The price varies based on your membership level: Trek, Climb or Ascend. Members pay monthly with a one year commitment. We require a one year commitment because each course of the Institute (e.g. Professional Development, Client Advisory Services, Business Coaching, etc.) requires at least one year to complete. Members renew their annual commitment each year they remain in the program, though not all members pace themselves to complete one course in a single year.
Pricing at each membership level is:
We designed each level of the Institute to generate a return on your investment of at least 200%. Assuming each member works hard at both learning and practice application, Trek members will receive a return of at least $2,400, Climb members will receive a return of at least $7,200, and Ascend members will receive a return of at least $19,200.
Since Trek is self-directed, Trek members can enroll at any time. (Note: On-demand courses are available starting September 1, 2017.)
We will launch Cohorts for Climb and Ascend members quarterly on:
This program is designed for practices ranging in size from sole practitioner to 40 professionals.
If your firm has more than 40 professionals, Woodard Institute offers private deployments of Institute Cohorts and teams for use within your firm. Contact Jeff Edmonds for more information at 404-857-0700 or by email to firstname.lastname@example.org.
Enter your name and email address if you have any questions about the Woodard Institute or would like to speak to someone about the benefits of the Institute for your practice. Someone from our team will follow up with you.