a practical starting point for accountants who want to deliver strategic advisory more effectively

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this level 1 live online advisory training 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

what you'll walk away with

a simple
structure to
run advisory
sessions

clear client
outputs that
lead to
decisions

practical tools
to turn insight
into actions

a consistent
experience
clients can
rely on

confidence to
deliver advisory
without relying
on instinct alone

how the level 1 training works

Live online interactive session
2 hours, practical and focused
Learn the ‘Business By Design’ framework
Walk through the 5-step Advisory Method
Led by advisors delivering this in practice

level 1 training investment | $500

Designed as a standalone starting point with no further commitment required.

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what comes after level 1

"Level 1 was never meant to be the end. It’s a starting point, helping advisors experience structured advisory in practice. For some, it improves client conversations straight away. For others, it’s the moment they see what advisory could become. Level 2 or program membership is there when you’re ready to go further."

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

explore level 2 training

upcoming level 1 training events

Ready to take the first step?

or enquire further

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 personalised pathway to better your business

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