In this course you'll discover...

Aactionable advisory skills that empower you to to communicate effectively with clients and position yourself as a trusted advisor.

  • Learn how to effectively integrate personal goals with business strategies for yourself and your clients.

  • Discover techniques for deepening client relationships and providing meaningful value beyond traditional compliance.

  • Understand the innovative upside-down forecasting method to better align your clients' financial goals with their business operations.

  • Gain practical insights into advisory services, including setting personal goals, creating vision statements, and conducting impactful vision days.

Bonus Content

Not only will you get the lessons, you'll also get...

  • Vision Day Agenda

    An example agenda for running your vision days.

  • Client Project Plan

    An Excel spreadsheet to help you plan your customer's goals.

  • Wheel of Life Template

    A document to help your customers create their Wheel of Life

Course curriculum

    1. Introduction

    1. Deliver Impactful Advisory Services

    1. Helping Your Clients Get More Cash!

    1. Financing Future Plans

    1. Know What to Spot and Talk Knowledgeably About It

    1. Run Your Own Mastermind

About this course

  • £295.00
  • 7 lessons
  • 3 hours of video content

Instructor(s)

Simon Chaplin

Simon is a qualified accountant and runs his own practice (GreenStones). He only shares practical tools and tips that he has successfully implemented in his own practice. Simon is also a published author (Banish The Bottleneck) and now spends the majority of his time inspiring, challenging and supporting accountants and their teams to be the best they want to be through The Accountants’ Mastermind.

Rob Walsh

For over a decade, Rob Walsh has been transforming the way accountants and bookkeepers operate, helping them achieve clarity and success in their practices. He has a wealth of knowledge and innovative approaches to improving or creating advisory services.

Social proof: testimonials

“It’s game-changing!”

Abbie Glew

“It was a truly helpful deep dive into the ADVISORY that the talking heads promote. Practical, insightful, accessible and up to us if, how and when to do it. ”

James Lizars

“The event was full of useful information to help any business grow. The event provided clarity on what advisory services are and ways we can implement these services in our firm. I would fully recommend it because it provides a framework/structure to work towards. Even if you apply one or two things, it could make a big difference.”

Tracy Wayte

“It prompted me to actively think about identifying opportunities for selling advisory services to my clients.”

Isaac Hajioff