About this webinar
Join the waitlist!
Registrations have closed for our October course.
Time: 12pm AEST / 2pm NZST
Duration: 1 hour
If you can't attend the weekly sessions, register anyway to get a copy of the video recording each week.
What is Transform In Action?
Transform In Action is a paid action-based 9 week course (9 x 1 hour online sessions) showing you how to design and implement successful advisory in your practice. Our deep-dive advisory sessions are hosted weekly by our Customer Success Team. Sessions are built around business coaching, industry best-practice and Richard Francis’ Transform! Advisory playbook. The purpose of the course is to:
- Walk you through the design of your advisory practice.
- Show you how to identify your target market and ideal clients.
- Help you define clear objectives, timeframes and responsibilities.
- Establish clear service offerings and target clients for these.
- Understand how a toolkit can be used to underpin your advisory services.
- Provide strategies for selling to existing clients.
- Up-skilll your team members to run advisory relationships with your clients.
- Network with peers and firms at similar stages to help overcome challenges.
Note: Transform In Action! qualifies for CPD hours.
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