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