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Advisory, made easy.

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Event description

Check out the programme.

This super-charged one-day workshop is essential for firms looking to start their advisory journey or wanting to better integrate advisory services into their current offering.

Workshop learning outcomes include:

  • Understanding and positioning the three freedoms your clients want
  • Learning how to link your advisory services to client pain points
  • Discovering how to ‘show them the money’ by demonstrating improved profit and cashflow
  • Activating simple marketing and sales techniques - without being that product pusher
  • Adding punch and power to the Annual Accounts Review Meeting
  • Learning how to deliver the three essential services your clients deserve
  • Building a recurring revenue stream in a sustainable and leveraged way

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Refund policy

Refunds are available up to 14 days prior to the event