Our coaching program – Woodard Institute – provides education, systems and tools to equip small business advisors to better manage their practices, extend value to their clients, develop specializations, grow their practices, and increase profitability. Woodard Institute also offers one-on-one mentorship and accountability programs, which include an interactive peer-to-peer coaching community and weekly accountability meet-ups, to guide you throughout your journey to the next “version” of your practice and the next version of yourself as a professional.
Woodard Certified Transformative Advisors lead their clients to success by advising them in enhanced leadership skills, modernized technology, optimized operations, increased financial visibility and much more. Learn what it takes to become a Certified Transformative Advisor (CTA):
Financial Advisory leverages analytical tools to provide a holistic view of financial data, to inform forward-looking strategic planning, and, ultimately, to generate client transformation.
Technology Advisory monitors security issues and technology innovations to ensure clients remain current, secure, and operating at peak performance.
Operational Advisory sets the stage for the advisory engagement by assessing needs, tracking business health and strategic direction and laying the groundwork for long term coaching.
Knowledge Advisory positions the company to scale by liberating infomartion about systems, processes, clients, and strategies from their natural silos.
Management Advisory empowers businesses to form effective teams, enhance employee performance, foster accountability, and build distinctive company culture.
uccession Advisory creates a dynamic succession strategy that serves not only as the company's exit plan but also as a roadmap for continued business development.
During your 12-month subscription, you may enroll in courses offered through both our Certified Transformative Adivsory Program
and our Practice Transformation Program.
Your 12-month subscription includes access to:
2 ten-week course credits per subscription year
1 credit that can be applied to a four-week Workshop or a Powerday
Weekly ACT (Accountability, Collaboration, and Traction) cohort meetings
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