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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:

  1. What is your ideal mix of team to service the business advisory side?
  2. What 5-7 things would your existing accountants need to upskill in, to make this transition successfully?
  3. What role do you as the leader play in making this transition of driving compliance while building the advisory side of things?


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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