A detailed comparison that unveils where your practice stands in the broader CAS landscape.

Proven strategies to leverage cutting-edge technology, streamlining your operations to save time and boost productivity.

Crucial insights to fortify client relationships and significantly increase retention.

Don't wait! Claim your FREE copy of the Cherished Advisor Report® now and embark on a transformative journey.

Our meticulously designed program helps you align your practice with your unique passions and purpose. 

You'll learn strategies to ensure fair compensation for your services and establish a consistent income from clients you genuinely enjoy working with. You'll also gain the tools and techniques to reignite your professional pride, breathe new life into client relationships, and stimulate their business growth through collaborative dialogues.

Within this course, we provide comprehensive course materials, interactive sessions, and expert-led discussions to foster your practice's transformative growth.

Earn 9+ CPE Credits

This course equips you with guidance to grow and scale your business. Topics will address pricing, brand and marketing, sales, and the client onboarding experience. 

You will cultivate your entrepreneurial mindset, define your personal brand and improve your mindful communications using the B³ Method of Business + Balance = Bliss.

Earn 1 CPE for Each LIVE Monthly Session

In this comprehensive course, discover how to build an environment of purpose in your business that your team and clients can rally around and create the life you desire. 

By applying the B³ Method to your life, you will also improve your Work-Life Harmony® and be sure that your personal purpose is reflected in how you deliver the services in your practice and the clients you choose to work with. 

Earn 1 CPE Credit For Monhly Live Session

Our meticulously designed program helps you align your practice with your unique passions and purpose. 

You'll learn strategies to ensure fair compensation for your services and establish a consistent income from clients you genuinely enjoy working with. You'll also gain the tools and techniques to reignite your professional pride, breathe new life into client relationships, and stimulate their business growth through collaborative dialogues.

Within this course, we provide comprehensive course materials, interactive sessions, and expert-led discussions to foster your practice's transformative growth.

Earn CPE Credit for the Live Monthly Session

B³MI’s yoga school is approved and registered by Yoga Alliance and upon completion of the program you will be a RYT 200 (Registered Yoga Teacher). Our team of teachers include a broad range of experience in the teachings of yoga from the classroom and beyond including teaching methodology, techniques and training in yoga (pranayama/breath control, meditation, asanas/physical postures & sequencing), philosophy, subtle and physical anatomy. Our program is a comprehensive study of yoga beginning with the history of this ancient practice with a study of the 8 limbs, a deep look into the Yoga Sutras and how to incorporate and honor the original teachings of yoga in the classroom. Graduates of our program will leave confident in the presentation & sequencing of a class...ready to inspire and empower others with their own experiences and wisdom.

Does distraction hamper your day? Are you maximizing your leadership potential? We may feel we are technically up to speed in what we do, but we lack skills when interacting with one another.

Develop your interpersonal skills and regain your internal balance through this course. Rekindle your energy, sharpen your focus, and minimize technological distractions.

Earn 1 CPE For Live Monthy Sessions

Has work taken over your life? Do you feel stressed all the time? Achieve a new way of thinking about the relationship between your work, home life, and personal happiness. 

By applying the B³ Method® of Business + Balance = Bliss, you will improve your Work-Life Harmony® and ensure that you bring your best self to all that you do.

Earn 1 CPE Credit for Live Monthly Sessions

Dive into a world of wellness and tranquility with unlimited access to our diverse Yoga Library.

Featuring a range of meditation and yoga classes for all skill levels—including Vinyasa, Meditation and Pranayama, Restorative, Gentle Yoga, Slow Mo, Fundamentals, Beginner Yoga, and Yin Yoga—there’s something for everyone.

Technology is changing the way your clients expect to work and manage their financials. To stay relevant to clients, accounting professionals are retooling to launch into new services and will need to acquire new skill sets, one being that of a technologist.

This session will discuss why it’s important to not just implement technology to do things the same way you have always done them but, instead, to rethink the business processes in your practice. By doing this, you can become more efficient, productive, collaborative, and can create an environment of purpose that your team and clients can rally around. Learn to define your “why” and select a vertical niche, assess the right technology to align to your mission as a practice, and explore other ways to re-engineer your business processes.

Attendees will come away with an understanding of how technology’s gift of more time gives you the opportunity to become “Cherished Advisors”—highly valued, strategic partners who are an integral part of their clients’ businesses and whom their clients can’t imagine living without.

Earn 1 CPE Credit

• List how to identify your purpose as a firm

• Recognize the “Cherished Advisor” journey and the different stages of innovation for your practice

• Describe the path to specializing in vertical industries

• Define a creative technology strategy and how to assess the right technology fit for your practice

• Identify your business processes to take full advantage of the technology implemented in your firm and create new ways of collaboration with your team and clients

As advisors, we strive to improve our company or clients’ businesses with the information we provide them. Yet many of us still spend the majority of our time keeping up with regulation and compliance as well as meeting tax deadlines. This doesn’t leave the necessary amount of time in our day to advise each client on how to improve their business results at a holistic level. With technology’s gift of more time, we can learn to create the value that business leaders request by clearly communicating and analyzing the meaning of data in a way that helps the company succeed and thrive. As a result, we can become a Cherished Advisor, meaning that we are considered a strategic, highly valued partner whom our clients can’t imagine living without.

Earn 1 CPE Credit

• Determine how to re-tool to create a differentiated client experience, and develop the soft skills needed to build collaborative advisory relationships you desire

• Create value by going beyond the numbers by telling the story behind them to help your clients make informed decisions

• Identify an integral part of the business's decision-making processes, in a proactive, rather than reactive way

• Practice shifting your mindset and cultivating the skills needed to become better connected to your internal team, and be considered a “Cherished Advisor” by the people you work with

Are you unable to keep up with your client advisory leads, or where you are in the sales process with potential or current clients? Many of us begin selling to prospective clients organically without a foundation to create a long-term advisory relationship and ensure we bring the right clients to our practice. The success of a new advisory client relationship starts from the discovery phase through onboarding.

In reality, the sales process never ends -- it is an ongoing relationship that you grow over time to create a long-lasting, prosperous client relationship. Breaking down your sales process and setting up the proper foundation can not only help you work with the clients you want, but it can also help you avoid taking on clients that are not a good fit. In addition, by setting up the right level of automation and back-end processes, you can generate more revenue with the clients you already know and love before bringing on new clients.

Earn 1 CPE Credit

• Evaluate and understand the collaborative selling model to create value for your potential clients and set yourself up for a successful long-term business relationship

• List and apply the five-step Simple Sales Process so that you have a framework to create a sales strategy of your own from the Discovery to the Deepening Existing Client Relationships phase

• Identify and develop a discovery process to truly get to know a potential prospect not only to allow them to learn more about you but also to equally assess whether they are a good fit for your practice

You’re passionate about what you do, and that’s why you started or lead a client advisory practice. Combining your passion and business can be both exhilarating and a struggle.

Many professionals stumble into starting an advisory practice because of what they love to do. But without the experience or a roadmap of how to build a new service line or practice that your clients can’t imagine living without for efficiency and scalability, it’s easy to hit pitfalls along the way. To become a “Cherished Advisor®”—a highly valued strategic partner whom your business clients rely on to grow and thrive—you need to have a solid business foundation yourself. It’s therefore essential to put into practice the same kind of advice you give your clients.

Identify your passion and purpose and determine how to align it with the focus of your client advisory services practice

List the five stages of the Cherished Advisor® journey to building a solid foundation that enables your practice to grow and thrive well into the future

Recognize how to select technology that will meet the needs of your practice and that of the clients/vertical industries you choose to serve

Design an end-to-end customer experience that consistently provides the high-quality level of service and engagement your clients rely on throughout the entirety of your business relationship

Outline a B3 Innovation Plan with measurable goals to achieve your business objectives while staying true to your purpose

In this session, we will take a deep dive to understand where we are off balance in our lives between work and home that affects the experience we create with others. Many of us can feel that we are technically up to speed in what we do; however, we are not living our full potential as a leader or a co-worker because we may not be aligned with our values and what we want to create in the world around us.

By putting in place a review process for yourself, you can help create the energy internally that you desire so that you show up better for those around us and create more success as a leader.

Earn 1 CPE Credit

• Determine your personal purpose

• Determine how to keep your personal purpose aligned with who you are

• Design a 30-day personal purpose plan

We all grow up with certain beliefs—assumptions and convictions that we hold to be true regarding concepts, events, people, and things.

Sometimes these beliefs are so deeply ingrained in who we are that we never even consider questioning them. But what if these beliefs don't actually align with who we are?

Sometimes we have to break free of the messages in our heads so we can then start the journey to Business, Balance & Bliss.

Join Amy Vetter, from The B³ Method Institute, as she shares insights to help you uncover ingrained messages from others versus what you truly believe or how you want to show up in the world. Get ready to be courageous, aware, and inquisitive to get to your inner truth.

Earn 1 CPE Credit

• Recognize that people often retain beliefs, assumptions, and convictions that don’t actually align with who they are

• Recall insights that will help you uncover what you truly believe

• Determine how to break free from ingrained messages to start the journey to Business, Balance & Bliss

Too much to do at work and at home? Learn how to take a quick break and refuel yourself throughout the day to be better for yourself and the people around you.

In this webinar session, Amy will dispel the myths around meditation, teach you how to begin and how to incorporate meditation into your day, as well as lead a brief virtual meditation. You will find that once you make this small change in your life, it will help you reset and be more present for the people you work with and those you care about.

Earn 1 CPE Credit

• Recognize the importance of taking breaks and refueling throughout the day to improve overall well-being and productivity

• Identify common myths and misconceptions about meditation and recognize its benefits for stress reduction and mental clarity

• List practical techniques and strategies to incorporate meditation into daily routines, even with a busy scheduleDescription text goes here

Many of us lack focus on taking care of our well-being and overwork ourselves each day, which often causes us to feel depleted. When all of our energy is directed outward to work and family, we can create a drastic imbalance in our lives.

Over time, Amy came to her realization that without balance in her life and finding time for herself to re-energize and focus, she couldn’t reach her potential in her career or what she desired in her personal life. That meant taking an honest look at all aspects of her life, the good and the bad, and intentionally making time to do the self-exploration she needed so she could be better for those around her.

Earn 1 CPE Credit

• Determine how to Mono-task vs. Multi-task

• Identify how to regain your energy and improve your focus during the day

• Determine how to eliminate distractions caused by technology

• Identify how to stop over-working and instead learn to work smart instead

Maybe you've discovered that you haven't been your most authentic self lately. Perhaps things feel a bit misaligned, and you feel there is a need to make a change. Or maybe you’re just ready for something new or want a new challenge. So, what now?

When we go through these times when we are uncomfortable, we may be tempted to quit everything. It can be overwhelming to start on the journey of self-discovery - it can be a lot of hard work. Sometimes it’s tempting to blame the outside world for the way we feel, rather than do the work personally and look internally for what we need to do to change. But it’s important to do the hard work to align our authentic selves with our purpose and careers. It’s the true path to finding Bliss. Amy Vetter, from The B³ Method Institute, will share insights to help with Pivoting on Your Path.

Earn 1 CPE Credit

• Recognize that rather than quitting, discover ways to pause to think things over.

• Identify dramatic changes may not be necessary, instead unlock small ways to pivot.

• Tap into your own self-awareness to keep you on the path to Bliss and not focusing on outside circumstances you can’t control.