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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









Per firm




* SVCFO's - see your proposal for discount options

Join the waitlist!

Registrations have closed for our October course.

Time: 12pm AEST / 2pm NZST
Duration: 1 hour

If you can't attend the weekly sessions, register anyway to get a copy of the video recording each week.

Register your interest here