this level 2 in-person group advisory training is for you, if...

you want to fast-track instead of learning from client by client
you want to sharpen how you lead strategy conversations
you have clients who could benefit today
you’re ready to deliver advisory consistently, not just when it feels right
you’re serious about packaging, pricing and promoting advisory as a real service

three-day training that moves you further, faster

Level 2 in-person training is for advisors ready to go deeper and fast-track capability through real client work and practical workshops. You’ll leave with the confidence, tools and structure to implement strategic advisory in your business now. Level 1 is not required to start here.

build real strategic plans with clients

Apply the 'Business by Design' framework and learn how to build strategic plans . Focus on diagnosing issues, setting direction and creating plans clients can commit to.

learn and apply the advisory method

Learn to run a full strategy session end-to-end. Focus on preparation, facilitation, communication and guiding real clients from insight to decision.

turn advisory into a commercial offering

Make advisory work beyond the session. Build the skills to action planning, packaging, pricing and taking advisory to market.

at Level 2, how you lead matters as much as what you know

You’ll develop the power skills that underpin great advisory delivery as taught by a leadership and mindset specialist. Communication, rapport, listening, questioning and mindset.

what you’ll walk away with

a clear, repeatable approach to delivering strategic

confidence leading full strategy sessions with clients

stronger facilitation, communication and leadership

advisory offers you can explain, price and stand behind

momentum that carries into
delivery

how the level 2 training works

3-day face-to-face immersive program
Small cohort, highly interactive
Delivered by advisors who do this
work in practice

level 2 training investment | $4,000

Places are limited to maintain the quality of the experience.

upcoming level 2 training events

We’ve got the answers 
Do you have the ambition?

or enquire further

I feel like coming along to this three-day course has allowed me to see the big picture, bring it all together, and tie that bow so it turns into a product.

LIZ SHIMMIN

CEO, Bluebird Accounting

A personalised pathway to better your business

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fast-track your advisory capability and turn advisory into a working, sellable service.