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