The Advisor’s Playbook for Diagnosing a Business
This course provides a structured, practical framework for diagnosing any business by moving beyond surface-level symptoms and identifying underlying root causes across strategy, finance, operations, leadership, and execution. You’ll learn how to evaluate each of these dimensions, recognize patterns of misalignment, and apply a disciplined diagnostic process to real-world advisory situations. The goal is not simply to analyze what is happening within a business, but to understand why—and to translate that understanding into clear, high-impact guidance. By strengthening your ability to connect the dots, you’ll be better positioned to deliver more precise and valuable advisory insights. The course concludes with a 10-question multiple-choice quiz, and the estimated completion time is 2 hours.