Series 1:

Discover the purpose and impact that structured and proactive advisory services can have on your firm and your clients.

Commencing 6th February 2024, 8am AEST | 5th February 2pm PST

Live Mastermind training delivered weekly for 4 weeks.

What you'll get:

[Feb 6] WEEK 1:  IT'S NOT A QUESTION OF COMPLIANCE OR ADVISORY - The untapped potential of delivering recurring advisory services with compliance. 

[Feb 13] WEEK 2:  THE ADVISORY PARADOX - Why the current approach to advisory is limiting firm potential and what to do about changing it.

[Feb 20] WEEK 3:  A PROACTIVE ADVISORY APPROACH - How to communicate the value of advisory services so clients want to commit upfront.

[Feb 27] WEEK 4:  ADVISORY CONVERSATIONS - How to easily and quickly start advisory conversations that develop into valuable advisory relationships. 

Included:

• Lifetime access to the Art of Advisory Mastermind Replays and advisory resources inside The Small Business Project Education Platform
• Live training during the 1-hour calls
• Email support during the 4 weeks to ask questions
• Instant access to training modules

[ Due to the digital nature of this training and access to the recordings, even if you can't make it live, there will be no refunds after securing your place]