CAS - B³ Deep Dive Courses

Become: Designing Your Practice

Course Description:

In this four-week long course, you will learn how to build an environment of purpose in your business that your team and clients can rally around and can 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. 

Build: Create Your Business Processes & Automation 

Course Description:

This four-week course focuses on helping your business become more efficient, productive, and collaborative. You will learn how to integrate technology, automate processes, and empower your employees so that you can provide the best client experience possible. Become a thoughtful and effective leader by incorporating mindfulness practices and learning how to bring your authentic self to your work.

Blossom: Grow and Scale Your Practice

Course Description:

In this four-week course, you will receive guidance to grow and scale your business. Topics covered 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.

CAS Deep Dive - #1 Become
April 27 - May 25, 2023

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CAS Deep Dive - #2 Build
June 1 - June 29, 2023

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CAS Deep Dive - #3 Blossom
July 6 - August 3, 2023

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CAS Deep Dive - #1 Become
August 3 - August 31,  2023

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CAS Deep Dive - #2 Build
November 1 - November 29, 2023

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CAS Deep Dive - #3 Blossom
December 6 - January 3, 2024

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CAS - The Client Advisory Services Practice Roadmap: The Cherished Advisor
Step-by-Step Program with Amy Vetter

  • Amy’s 6-week course offers a proven roadmap jam-packed with killer practices to launch or grow your client advisory services practice from a rock-solid foundation.
  • The B³ Method Institute Online Personal Development Learning: B³ Lessons, virtual yoga and access to Yoga library.

The 6-week online course includes:
  • Weekly live group discussion and virtual coaching sessions with Amy.
  • 30 videos on the topics assigned each week to watch when it’s most convenient for you.
  • Up to 15 hours of CPE available.
  • Downloadable pdf worksheets for each module to complete on your own, submit in advance, and discuss during weekly calls.
  • Exclusive membership to a private Facebook group to ask questions and share insights with each other.

CAS Winter 2023
January 5 - February 16, 2023
Sold Out

Private CAS Summer 2023
June 1, - July 13, 2023
Sold out

CAS Summer 2023
July 20 - August 31, 2023

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CAS Fall 2023
October 26 - December 13, 2023

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Private CAS Fall Event
October 26 - December 14, 2023
Sold out