Professional Development Advisory Training for Accountants
[4 hours CPD]
THE BUSINESS METAMORPHOSIS® MASTERCLASS SERIES
ADVISORY ACCELERATOR
This exclusive 4-part Advisory Masterclass Series reveals how to simplify introducing advisory services to more of your valued clients and ultimately increase acceptance of advisory proposals so your firm can generate consistent and predictable advisory revenue growth year on year.
The Advisory Accelerator is 4 hours of CPD training in Advisory work. This is in-demand industry training designed to develop talent and maximise retention through a consistent and repeatable process for impactful advisory work.
$1497
GST inclusive
PURCHASE
SUCCESSFUL ADVISORY FRAMEWORK
Develop your team for advisory work with the essential framework to successfully introduce and present advisory services as ongoing paid upfront services that provide clients with superior value they are excited and willing to sign on for.
SIMPLIFY ADVISORY CONVERSATIONS
Your team will learn how to simplify initiating and facilitating successful advisory conversations with clients that build naturally on their existing skillset and never feels like 'selling' to clients. Your team will understand that advisory is the work they are ready for and will find success and fulfilment from.
TAKE ADVISORY SUCCESS FURTHER
Your team will learn the practical steps to turn knowledge into action and see results! There is no need to spend years learning new skills. Instead, walk away with a process and structure for impactful advisory that can be implemented immediately for success with clients.
4-Part LIVE Masterclass Series
Accelerate Success With Advisory Services
This Masterclass series was recorded LIVE over 4 weeks.
There is instant access to all 4 masterclasses, resources and templates when you purchase the training.
[4 Hours CPD]
Here's what you'll learn:
You’ll have instant access to all 9 video lessons, plus advisory resources and templates to deliver on the following learning objectives:
1: THE SUCCESSFUL ADVISORY FRAMEWORK
2: HOW TO BE EFFECTIVE WHEN INTRODUCING ADVISORY SERVICES TO CLIENTS
3: HOW TO COMMUNICATE THE TRUE VALUE OF ADVISORY SERVICES FOR CLIENTS
4: HOW TO TRANSITION FROM AD-HOC ADVISORY TO ONGOING CLIENT ADVISORY WORK
$1497
GST Inclusive
Meet Your Advisory Facilitator
Lynda Steffens, Founder, The Small Business Project
Lynda Steffens is the author of Accounting Revolution and Founder of The Small Business Project a recognised educator of Professional Advisory Training in the accounting industry. With 30 years of industry experience, Lynda is transforming the way accountants connect with clients. She developed her advisory training as a result of seeing her peers overwhelmed, undervalued, and simply burned out. The Small Business Project supports accountants in building the confidence and capabilities they need to lead successful practices.
FEATURED IN
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