Register for our course to learn how to design and implement successful advisory in your practice.
What is Transform In Action?
Transform In Action is a paid action-based 9 week course (9 x 1 hour online sessions) showing you how to design and implement successful advisory in your practice. Our deep-dive advisory sessions are hosted weekly by our Customer Success Team. Sessions are built around business coaching, industry best-practice and Richard Francis’ Transform! Advisory playbook. The purpose of the course is to:
- Walk you through the design of your advisory practice.
- Show you how to identify your target market and ideal clients.
- Help you define clear objectives, timeframes and responsibilities.
- Establish clear service offerings and target clients for these.
- Understand how a toolkit can be used to underpin your advisory services.
- Provide strategies for selling to existing clients.
- Up-skilll your team members to run advisory relationships with your clients.
- Network with peers and firms at similar stages to help overcome challenges.
Course Programme
| Week | Topic | Overview |
| 1 | WHY? | What is your North Star? Understand exactly WHY you do what you do, so you can ignite positive change, make a real difference to your clients, and advance the legacy and vision in your firm. |
| 2 | Strategy | Put your strategic building blocks into place to help you develop a value-add strategic model, in addition to building SMART goals. |
| 3 | Service | Clearly defining your Advisory Service lines. Understand the importance of how you are presenting yourself and your brand to your clients and future clients. |
| 4 | Cash Is King | Help your clients look ahead with confidence during this deep-dive session on Cashflow Forecasting. |
| 5 | Growth | A look at revenue growth, profit growth, and value growth: how to be a high-growth business and find growth opportunities to tap into. |
| 6 | Key Performance Indicators (KPIs) | Don't take a stab in the dark. Get smart growth KPIs to ensure you're measuring engagement, revenue and team success. |
| 7 | Marketing and selling | With week 1 in mind, this is looking at how to train your team to sell, articulating the value of your services, and adopting sales and communication training to fill any gaps. |
| 8 | The on-going journey | Learning how to stay on track for long-term success: we look at how you can apply these learnings and ensure you use the tools and resources you have learnt from previous weeks. |
| 9 | Recap |
In this final week, we summarise and celebrate everything you've learnt and actioned on Transform In Action. We also open the floor for Q&A and will have a special guest joining us for this final session. |
Note: Transform in Action! Qualifies for CPD hours.
Course costs
|
NZ/AU |
US |
UK |
|
|
NZD/AUD $ |
USD $ |
£ |
|
|
Per firm |
1,995 |
1,495 |
995 |
* SVCFO's - see your proposal for discount options