advisory delivery certification (level 2 ) is for you, if...
you want to run full strategy sessions with confidence
you want to sharpen how you lead, question and guide decisions
you have clients ready for deeper strategic work
you’re ready to deliver advisory consistently, not just when it feels right
you’re serious about packaging, pricing and promoting advisory as a core service
from method to marketmoving you further, faster
Advisory Delivery Certification (Level 2) is a live, immersive workshop for advisors ready to implement. You’ll learn and apply the Advisory Method inside the room — no prior certification required — and leave ready to run full strategy sessions and position advisory as a core service. This is where advisory shifts from individual skill to embedded firm capability.
01
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.
02
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.
03
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 mattersas much as what you know
This is where advisory shifts from knowledge to facilitation. You’ll develop the communication, questioning and room leadership skills required to guide real strategy sessions with confidence and control.
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 structured advisory program for those who give a damn about small businesses
