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ABOUT THE SERIES

Many firms would love to have Business Advisory as a revenue stream to their P+L but the reality is, they struggle to position it with their clients and as such lose momentum and carry on doing what they always do.


A Country Practice Accountants Group, Thrive Advice and Teach it Forward present this exciting new member-exclusive webinar series to help demystify and simplify Business Advisory.


Hear from two champions, Mike Crowley and Trent Taylor, who have implemented and rolled this out over a decade. They will talk frankly about,

  • The successes and challenges they've experienced to ultimately provide you with guidance and direction so that you don't make the same mistakes they've made along the way;
  • The simple steps you can take to IMPLEMENT effectively; and
  • How to align your team members to share your Advisory vision.


SERIES STRUCTURE


We will be running 5 bi-monthly sessions as part of the series from June 2020 through to February 2021 plotting a course for your Business Advisory Success:

  1. How to create capacity – really! And then what to do with that capacity?
  2. What are the business advisory services you can use AND what is the best order to roll them out in?
  3. What is best practice to roll out BD services – ala, when you start, HOW do you actually do it?
  4. What people do you need in your firm to run a successful advisory side of the business?
  5. What is the best practice for offering/selling business advisory services, so that the clients want to buy and don't feel like they are being sold to?


WEBINAR 1: How to create capacity – really! And then what to do with that capacity?


During this first webinar on 23rd June 2020 Mike and Trent will cover:

  • How much capacity do we need to free up and with whom?
  • What are your best 3 methods to free up capacity?
  • How long should it take to free up capacity sustainably?

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