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LIB Game Changer Sarah smallerB

everything you need to deliver strategic advisory without figuring it out alone.

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this program is for accountants and advisors who...

  • need advisory to work across the firm, not just in their head
  • know advisory matters, need a consistent way to deliver it
  • need a repeatable way to run strategy sessions 
  • already give advice but not charging for it
  • want results quickly, without years of training

within weeks (not years) you’ll be able to…

Run a
structured
strategy
session
Produce clear
outputs clients
understand
and act on
Embed
advisory into
your existing
services
Package and
price advisory
so it sells
confidently
Deliver advisory
across your firm

how you’ll implement this step by step

01

start client delivery
with confidence

Run structured advisory conversations from day one. You know what to say, how to guide the discussion, and what the outcome should be for your clients.
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02

deliver your first
session immediately

Move straight from joining the program to delivering a complete strategy session using a proven session flow that leads to clarity your clients can act on.
03

use tools that support every session

Diagnostics, dashboards, summaries and action plans guide the conversation, capture insight, and turn discussion into clear next steps.
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04

follow a clear repeatable framework

Use one consistent ‘Business By Design’ framework across every engagement for clarity, consistence and meaningful outcomes for clients, regardless of who delivers the session.
05

lead better client conversations

Facilitate confident, focused conversations that help clients make decisions, commit to action, and move their business forward.
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what the program is built on

Advisory only works when all the right elements are designed to work together. This program is built on a single system — a platform, training and community — so advisory doesn’t fall apart when you try to apply it. Everything here is designed to help you apply advisory consistently — before, during and after each session.

platform

keeps advisory running — diagnostics, plans, actions and accountability.
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training

builds the skills to lead advisory conversations clearly, confidently and consistently.
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community

keeps momentum going as advisory becomes a standard service in your firm.
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the platform that makes advisory deliverable

Supports delivery before and after the conversation. Diagnostics to structure the discussion. Dashboards to track insight and actions. Templates to standardise outputs. AI assistant to support action between sessions. Together, these tools ensure advisory doesn’t rely on memory, confidence or the individual advisor.
see how the platform works

training to deliver advisory in practice

Three levels of training designed to build advisory capability over time, delivered online or in person. Start by running your first strategy session. Progress to confident delivery across clients. Advance to complex engagements and firm-wide advisory.
see the training options
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community support to keep advisory working

Supported by a community of advisors to accelerate capability through shared learning, forums, events and experiences. Advisors don’t just connect, they refine delivery, solve challenges, create bigger client benefits and keep momentum. You’re never left to figure it out alone.
hear from the community

want to see how this would work in your firm? get information pack now or book a call!

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