Learn how to design and implement successful advisory in your practice.

Transform In Action is an 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. 

Pricing

	NZ/AU	US	UK
	NZD/AUD $	USD $	£
Per firm	1,995	1,495	995

Register your interest today and we'll be in touch to confirm the next steps.