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THE BUSINESS METAMORPHOSIS® LIVE MASTERMIND SERIES
THE ART OF ADVISORY
This curated 4-part LIVE Art of Advisory Mastermind Series is delivered over 4 weeks. Earn CPD hours for advisory and learn the method and mindset to be effective introducing advisory services to more of your valued clients.
Discover how to predictably increase acceptance of advisory proposals so your firm is able to generate consistent and predictable advisory revenue growth year on year.
Commencing 6th February 2024, 8am AEST | 5th February, 2pm PST
[4 Hours CPD]
EARLY BIRD PRICE!
$1297
$997
GST inclusive
SECURE YOUR SPOTThe key to successful advisory is in the way your firm approaches advisory with clients
Many accounting firms leave it up to clients to initiate requests for advisory services when it is actually more beneficial for the firm and the client if the firm takes a proactive advisory first approach.
In the Art of Advisory Mastermind series, you'll have access to weekly training and discussion to help your firm and your accounting team transition from ad-hoc advisory and see results and growth from consistent delivery of advisory services.
SUCCESSFUL ADVISORY FRAMEWORK
Discover the essential framework to successfully 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
Learn how to simplify initiating and facilitating successful advisory conversations with clients that build naturally on your existing skillset and never feel like you're 'selling' to clients.
TAKE ADVISORY SUCCESS FURTHER
Learn the practical steps to turn knowledge into action and see results! You don't need to spend years learning new skills. You'll walk away with a process and structure for advisory that can be implemented immediately for success with clients.
4-Part LIVE Mastermind Series
Succeed & Grow With Recurring Revenue From Advisory Services
LIVE 1-hour Masterclass per week - 4 weeks
***
Commencing 6th February 2024, 8am AEST | 5th February 2024, 2pm PST
Can't make it live? You'll have access to the REPLAYS of every masterclass session.
WEEK 1: IT'S NOT A QUESTION OF COMPLIANCE OR ADVISORY - The untapped potential of delivering recurring advisory services with compliance
WEEK 2: THE ADVISORY PARADOX - Why the current approach to advisory is limiting firm potential and what to do about changing it.
WEEK 3: A PROACTIVE ADVISORY APPROACH - How to communicate the value of advisory services so clients want to commit upfront
WEEK 4: ADVISORY CONVERSATIONS - How to easily and quickly start advisory conversations that develop into valuable advisory relationships
[4 Hours CPD]
EARLY BIRD PRICE!
$1297
$997
GST Inclusive
Meet Your Host
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.
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