strategic advisory isn’t luck, it’s a method. this is where it begins.

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advisory method certification (level 1) is for you, if...

you’re having advisory conversations, but they feel inconsistent
you want a clearer way to structure discussions with clients
you care about helping clients make better decisions
you’re curious about advisory, but not ready to overhaul your entire firm
want a practical approach built by advisors who do this with real firms

after completing training you'll be able to...

understand
the advisory method

structure advisory conversations with greater clarity

identify the key outputs clients need

use templates to capture decisions and next steps

feel confident
in leading
advisory conversations

how the advisory method certification works

Live, online, interactive 3-hour training session
Learn the foundations of high-impact advisory conversations
Step into the 'Business By Design' framework
Understand the 5-step Advisory Method
Complete the session and receive your Advisory Method Certification (Level 1)

advisory method certification (level 1) investment | $550

A practical entry point for advisors building greater consistency in client guidance, before embedding advisory firm-wide. Price includes GST.

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what comes after the advisory method

“Level 1 isn’t the finish line. It’s the starting point. First you learn the method. Then you learn how to deliver it most effectively. And when you’re ready to build this into the fabric of your firm, that’s when you step into the Strategic Advisory Operating Model.”

BRENT SZALAY (FCPA)
Director, Strategic Advisor, Small Business Expert

advisory delivery certification level 2

upcoming advisory method certification training (level 1)

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I'm doing a lot of compliance at the moment, which I feel like I want to get out of. Coming to this course has opened up a whole new structure that I can bring back to the firm.

RACHAEL CROWTHER

Director, Mintco Business Solutions

A structured advisory program for those who give a damn about small businesses

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