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everything you need to implement strategic advisory inside your firm.

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the strategic advisory operating model is built 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

how the operating model powers you

The Strategic Advisory Operating Model combines structured delivery, capability development and ongoing reinforcement.

advisory workspace

keeps advisory structured and visible — diagnostics, dashboards, actions and accountability.
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advisory certification training

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

a community to keep momentum as advisory becomes a standard service in your firm.
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within weeks (not years) you’ll be able to…

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

how you’ll implement strategic advisory step by step

01

start advisory 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 quickly

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 keep delivery consistent

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 strategic client conversations

Facilitate confident, focused conversations that help clients make decisions, commit to action, and move their business forward.
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the workspace that runs advisory for you

This is where advisory becomes structured and deliverable. Diagnostics guide the conversation. Dashboards track priorities and actions. Templates standardise outputs. Session notes and action plans are built in so advisory doesn’t rely on memory or individual confidence. 
see how the workspace works

get certified to deliver strategic advisory

Strategic advisory only scales when you can deliver it consistently. Advisory Certification Training builds the capability to implement the Strategic Advisory Operating Model, giving you the method, language and structure to lead strategic conversations, package the offer and produce clear outcomes.
explore the training options
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the club that keeps advisory running

Advisory doesn’t fail because advisors don’t care. It fails because momentum fades. The Advisor Club keeps your team applying the method after certification — supporting full implementation of the Strategic Advisory Operating Model. Through live support, implementation sessions, shared delivery tools and peer forums, it turns knowledge into execution. 
hear from advisors

see how this works in your firm. get the information pack or book a call.

A structured advisory program for those who give a damn about small businesses

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