Course curriculum

  • 1

    Welcome to The Resource Library

    • Introduction: How the Resource Library works
  • 2

    Year in Review & Annual Planning Guides

    • [PDF] Year in Review 2024 Workbook

    • [PDF] Annual Planning Workbook 2025
  • 3

    Mindset, Confidence & Self-Belief

    • Mindset & Daily Practice Resources

    • Future Visioning + Why It Matters

    • [PDF] Future Visioning Exercise

    • Limiting Beliefs: Our Relationship with Money

    • [VIDEO] Live Session Recording: Re-writing Your Money Stories

    • [PDF] Re-Write Your Money Story
  • 4

    Branding & Identity

    • An Introduction to Branding
  • 5

    Your Website

    • Your Website: Getting Started

    • Your Website: How to Choose the Right Images

    • Your Website: Asking for Testimonials

    • Start an Email List / Newsletter

    • Graphic Design
  • 6

    Your Processes

    • Pre-Appointment: Confirmation Email + Reminder Message

    • The Initial Consultation - Intake Form

    • [PDF] Template: Intake Form

    • Post-Appointment: Rebooking + Follow-up

    • Business Cards to Build a Bridge
  • 7

    Recommendations + Referrals

    • Recommendations: Your Clients

    • Referrals: Other Practitioners
  • 8

    Social Media

    • [PDF] 10 Content Categories for Social Media
  • 9

    Creating a 'Signature Programme'

    • [PDF] 'Creating Your Signature Programme'
  • 10

    Other Resources

    • Online Tools, Apps + Technology

    • Diaries + Calendars

    • 11 Essential Keys to Building a Compassionate & Thriving Practice
  • 11

    Further Reading: Books, Articles, Videos + more

    • Mindset, Balance + Self-care

    • Perspectives on Health + Healing

    • Business, Entrepreneurship + Money

    • Confidence, Leadership + Boundaries