Support and Resources
Professional Support
Most families need both wisdom and professional services to address their human and commercial issues. Appropriate knowledge, attitude and networks are as important as technical skills. As most engagements are collaborative efforts between complementary professionals, advisers are trained to be good collaborators.
We optimise the practical aspects of service delivery – both strategic and tactical.
Coaching and Mentoring
Individualised coaching and mentoring support ensures advisers can apply the knowledge and skills they learn – practically and effectively.
We also encourage and facilitate informal mentoring and collaboration through the adviser network (ie: buddy system).
Knowledge and Skills Development
Adviser knowledge and skills are enhanced through CPD training days and regular network events (in person and online). As a collaborative community all advisers have a vested interest in learning about and from each other.
Adviser skills are best developed and refined through actual practice, followed by informed reflection, analysis, feedback, and “locking in the learnings”.
We’re big fans of action learning, using case studies based on real life. We observe the multiplier effect good collaborative practice has on learning and skills development through the robust sharing of experiences and challenges with respected and respectful colleagues.
Adviser Community
The FBIA / IQ Academy adviser communities are becoming one of the closest and most supportive groups of family business advisers in Australia and New Zealand.
We provide remote access for members who can’t easily attend meetings in person although we encourage members to get to know each other well, both professionally and socially. Call us old school for hosting regular get togethers, based on the concept of “humans get humans”- it really works for our people. Now there’s an idea!
Our adviser community also connects via online applications including LinkedIn – using chatrooms for general and professional communication, referrals and problem sharing.
We help less IT-savvy members make the best use of digital communications and online marketing through approved service providers who are also members of FBIA or IQC.
Engagement Support
From time to time most of us get stuck, or seriously challenged, by clients facing major issues, or crises. We have options: (a) try to work through it ourselves; (b) consult with colleagues; (c) bring in other collaborative advisers; (d) wait out the situation to see if it resolves itself; (e) let the client implode, or (f) sack, be sacked, or otherwise lose the client.
Our networks and “subject matter gurus” provide additional engagement support for advisers through access to expert coaches and a highly skilled network of trustworthy advisers with a broad range of complementary knowledge and skills.
We can usually organise remote coaching support, or co-facilitate client-facing processes in person – whatever it takes to look after the client.
Apart from our rigorous membership standards, all FBIA and IQC members are bound by a strictly enforced Adviser Code of Ethics and Professional Practice.
Resources
Members have access to FBIA’s extensive collection of templates, sample documents, checklists, questionnaires, engagement materials, and surveys.
Marketing Support
FBIA attracts potential family business clients to its website to access advisers through a Skills Matrix search, and through access to expert consultants who can competently discuss their needs and make referral recommendations.
Accredited advisers get their own profile pages. They’re also invited to publish their own or link to others’ blogs, podcasts, and videos that help to promote their services.
We encourage members to enhance their online presence by connecting them to approved providers who can help them create and publish their own blogs, podcasts, and videos to showcase their unique talents and services.
Practice Building
We provide practical advice to help advisers build and expand their practices – in the program, through individualised coaching and mentoring, and in network meetings.
Network Referrals
As collaborating and collaborative networks, FBIA and IQ Academy actively encourage referrals between their members.
