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SESSION 4: What people do you need in your firm to run a successful advisory side of the business?
During this webinar Mike and Trent will cover:
- What is your ideal mix of team to service the business advisory side?
- What 5-7 things would your existing accountants need to upskill in, to make this transition successfully?
- What role do you as the leader play in making this transition of driving compliance while building the advisory side of things?
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:
- 23/06/2020 - How to create capacity – really! And then what to do with that capacity?
- 04/08/2020 - What are the business advisory services you can use AND what is the best order to roll them out in?
- 07/10/2020 - What is best practice to roll out BD services – ala, when you start, HOW do you actually do it?
- 02/12/2020 - What people do you need in your firm to run a successful advisory side of the business?
- 10/02/2021 - 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?
Speakers
Started in accounting & business advisory: 1991
Qualifications: Accountant FIPA, DFP.
Specialist areas: Mentoring growing businesses and business owners, asset protection, complex tax matters, superannuation & retirement planning.
Other loves: Family & friends socialising, travel, beach, food & wine (particularly around Orange), music and gardening.
Trent Taylor
CEO & Founder of Teach it Forward
Trent Taylor – CEO & Founder is a global award winning business growth and leadership trainer/coach whose 2 simple rules are; 1) Be curious, and 2) be congruent (practice what you preach). He is tough on clients because they have given up on themselves at some level and one thing he will not stomach is low self-esteem and self-worth. He is also an advisor to many different businesses because he keeps it simple, talks the language of who he is talking to, keeps it fun and can see the big picture of why things are happening – quickly.
Trent has coached hundreds of businesses who are frustrated with how much time they put into the business while pulling not enough cash out and turned things around so they work less, have more time with their children and triple the cash in their business/life. He also created The Business Spine Coaching methodology which he uses himself as it has helped him live a business life where he works no more than 3 days a week, 33 weeks a year and makes a minimum of $333k of cash.
He did not have to market himself seriously for 13 years as his referral and word of mouth has provided him with more than enough business opportunities. He trained franchisees in 3 franchises to become business people as opposed to just technicians who can just deliver the product they sell. And he has advised hundreds of business owners on high performance, leadership and business groups.
At Teach it Forward we teach and empower Accountants to teach their clients, the cashflow with online and in person training sessions and tools.
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