Advisory, made easy.

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