Whether starting your advisory journey or refining with a proven process, this program is for you and delivered by experienced strategic advisors
2
Advisory Method
Develop the ability to conduct strategy sessions and effectively present your insights to clients
3
Advisory Tools
Access questionnaires, workbooks, and a management dashboard to streamline your processes and enhance client interactions
4
Strategic Framework
Master ‘Business By Design’ to help your clients create a clear and effective strategic plan
5
Facilitation Skills
Learn how to facilitate impactful strategy sessions and master the techniques to package, price, promote and sell your new services
By participating you will...
Get your Advisory Department up and firing
Gain all the know-how and tools to integrate into your services
Build a new revenue stream and boost your firm’s value
Motivate your team with exciting, client-facing work
Strengthen your client relationships as a trusted business partner
Our visibility into our clients' numbers places us in a unique and advantageous position to proactively boost the success rates of small businesses. This program equips you with everything you need to build a scalable advisory department, offering comprehensive training, tools, and processes to deliver a remarkable return for your firm.
BRENT SZALAY (FCPA)
Director -Strategic Advisor, Small Business Expert
