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SESSION 3: What is best practice to roll out BD services – ala, when you start, HOW do you actually do it?

During this webinar Mike and Trent will cover:

  1. Once you have decided to do it, you have freed up capacity, what are the next 3 steps?
  2. What do you get organised while freeing up capacity?
  3. What are your Top 5 tips to go from "freed up capacity to delivery our first 5 sessions with our clients"?


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.


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. 23/06/2020 - How to create capacity – really! And then what to do with that capacity?
  2. 04/08/2020 - What are the business advisory services you can use AND what is the best order to roll them out in?
  3. 07/10/2020 - What is best practice to roll out BD services – ala, when you start, HOW do you actually do it?
  4. 02/12/2020 - What people do you need in your firm to run a successful advisory side of the business?
  5. 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?


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