The Affordable Advisor (TAA) Program


TAA Program Is A Three Step Process:

  1. The Enterprise Examination
  2. A Presentation and Discussion with the CEO and their team
  3. An Implementation Plan and Periodic Consultation

1. The Enterprise Examination

Our consultation will begin with The Enterprise Examination—a comprehensive look at or a “deep dive” into all aspects of your company’s operation. The time required for the Enterprise Examination will, of course, vary, but we are usually able to complete it in a month or two, depending on the complexity of the company and the quality of information available. Once that research and analysis is completed, we’re ready to take the next step with you:

2. A Presentation and Discussion with the CEO and Others.

Here we will explain our findings and recommendations: the short and long-term opportunities for improvement and the next steps we think will make sense for your company. Our goal will be to help you set and measure progress toward realistic, achievable objectives, with several critical questions in mind, for example:

  • Do we thoroughly or sufficiently understand our customers and their needs?
  • Are we providing a value-added service, product, or process that differentiates us from our competition, and are we making that difference clear to our customers?
  • Have we identified any unprofitable customers and/or activities with an eye toward eliminating those to improve our profits and cash flow?

At the CEO’s discretion, this discussion may, of course, include other team members, stakeholders, and/or influencers.

3. An Implementation Plan and Periodic Consultation

Whatever strategies and objectives are agreed, the key to successful implementation is excellent communication– among the Advisor, the CEO, and the Team. To ensure successful implementation, will necessitate the sharing of information and insights as we:

  • Review the relevant data and conditions
  • Obtain consensus in identifying and defining a problem
  • Collaborate on possible solutions to our problems
  • Reach agreement on the best way to tackle the issues identified.
  • Agree on timely sound, practical methods for tracking our progress and reporting.

A. Periodic Consultations.

To control costs, build reliable schedules, and keep all team members informed, we schedule remote conferences weekly and one on-site meeting per month:

B. Remote conferences

For example; We might reserve one hour per week each Monday at 10 AM to:

  • Review and analyze relevant reports and data
  • Identify, discuss and reach consensus on resolving any new or continuing issue
  • Connect with the CEO on any confidential matters he or she may want to discuss
  • Agree on next steps for implementation, making clear the assignment of individual responsibility for carrying out these steps
  • Set an agenda for the following week’s conference call.

C. Monthly on-site meetings:

For example; We might reserve four hours per month on the first Monday at 10 AM to:

  • Review the company’s monthly trended performance.
  • Measure progress towards the engagement objectives.
  • Provide coaching to teams and team members.
  • Troubleshoot any obstacle to achieving the engagement objectives.
  • Debrief with the CEO and other team members on any other concerns.

Let’s talk about how The Affordable Advisor Program can help your company achieve your goals.