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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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