The NAV Curriculum Series

This series is designed to take an organization through the twelve core elements of business development, or to detour directly to any element of interest to the firm. Each self-contained unit provides an audio file, visual presentation, workbook for participants, worksheets for group feedback tabulation and a game plan related to that specific element. The twelve core elements are outlined in The Road to AUM and provided below.

 

For teams that have the capacity to facilitate sessions internally, the curriculum series is an efficient, highly structured, blueprint for growth.

ACCESS EACH OF THE TWELVE CORE UNITS BELOW

01.

ESTABLISHING THE FIRM'S FRAMEWORK

An Analytical Review of Team, Offering, Brand & Capital Commitment

02.

DEFINING THE COMPETITION

A Structured Review of the Competitive Landscape

03.

DEFINING TARGET MARKETS

Prioritizing Channels & Prospects

04.

CREATING THE FIRMS OEUVRE

A Content Library

05.

CORE COLLATERAL SYSTEMS

Components, Development & Maintenance

06.

DATABASES & DUE DILIGENCE QUESTIONNAIRES

Content, Protocol & Implementation

07.

ONLINE MARKETING
 

Websites, Social Media & Social Networking

08.

FIRM PRESENTATION
 

Making Introductions & Delivering In Live Meetings

09.

ONGOING COMMUNICATIONS

Commentary, Proactive & Reactive Content Development

10.

RESOURCE MANAGEMENT
 

The Who, What, When, Where & How of Staffing Up

11.

GETTING CONNECTED
 

A Game Plan for Building Presence

12.

TEAM TRAINING
 

Building & Sustaining Momentum