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
intensive workshop thatmoves 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.
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
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.
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
