Launching Advisory From Compliance
LIVE

Virtual

21 February, 2023

12:30 pm - 1:30 pm GMT

Event

Launching Advisory From Compliance

Location: Virtual

  • Format

    Event

  • Type

    Conference

  • Duration

    1h

The leap from compliance to a advisory doesn’t need to be huge. Accountants can start by linking a “starter advisory service” to the work they’re already doing, such as Annual Accounts Reviews and Forecasting.

Product information

Overview

The leap from compliance to a advisory doesn’t need to be huge. Accountants can start by linking a “starter advisory service” to the work they’re already doing, such as Annual Accounts Reviews and Forecasting.

Start small and build your confidence while showing clients the value of investing in your services to help them run a better business and improve their profit and cash flow.

During the session you’ll learn how to:

• Launch advisory services from the Annual Accounts Review Meeting

• Turn a forecast into ongoing advisory services

• Utilise the most effective sales mindset

• How to position services without giving them away for free

• Move clients up the value ladder

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

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Duration:1h
Format:Event
Access:This is a live event. You will receive information about the location, materials, and attendance after purchasing.

Return and refund policy

Programme outline

Phil Sayers, Founder, Proten Sales Development

Phil Sayers helps accountants and B2B business owners improve the effectiveness of their selling activities and ultimately build a better business. He has worked for, run and owned small businesses, and has worked with accountants for many years, so he understands the mind set it takes to be successful, and understands the pressure that accountants and business owners have to handle every day.

Proten Sales Development provides 1-2-1 and group sales training and there’s even an online, on demand sales training programme “EPIC Selling”. For Accountants who want more intensive support, we also provide 1-2-1 coaching and Mastermind Groups.

Phil also runs the UK sales activity for The Gap, a product designed by accountants to help firms market, sell and deliver advisory services in a structured, scalable and consistent way, delivering real value to clients.