step into strategic advisory with the training and tools to lead clients forward.

explore the program

a game-changing program to deliver structured, trusted and scalable advisory.

train me to become a strategic advisor

From accountant to advisor. Get the structure, skills and support to turn your expertise into a trusted service with a full advisory toolkit to back you.

$ let's talk

enquire now

PROGRAM INCLUDES:
Everything you need to deliver strategic value to your clients.

Expert-led training in advisory and leadership
Step-by-step process to lead strategic sessions
Tools and templates to deliver high-value advice
Platform access to manage clients, sessions and strategy tools
Pricing and packaging strategies to sell your offer
Coaching and community to build traction and trust

learn from experts

master the process

start advising

here's what you'll unlock ...

Get your advisory engine up
and running

Equip your services with tools clients value

Create a high-value advisory stream clients pay for

Motivate the team with meaningful strategy work

Become the
advisor clients rely on to guide them

your strategic advisor roadmap

three days of
intensive training

Build your foundation. Whether you’re starting fresh or refining your approach, this expert-led training sets you up with proven tools and techniques to advise confidently.

advisory
process

Learn how to lead. Run client strategy sessions using our step-by-step approach, and confidently present insights that drive real business decisions.

advisory
tools

Work smarter. Access ready-to-use tools and a client dashboard to streamline your sessions, track progress, and deliver consistent value.

powered by the strategic framework

Create real impact. Use the ‘Business By Design’ model to guide clients through a clear, structured strategic plan. Every time.

advisory
delivery

Own the room. Master how to lead strategy sessions, price and package your services, and position yourself as a trusted advisor.

Our unique visibility into our clients’ numbers puts us in the perfect position to drive real change in small businesses. That’s why investing in strategic advisory is so powerful. Not only is it rewarding, but securing just 1–2 clients can quickly cover your investment.

This program equips you to lead with confidence. Not just with tools, but with the skills and structure to make advisory a core, profitable part of your firm. It’s the shift from reacting to truly guiding.