Learn how to design and implement successful advisory in your practice

Ready to Transform your Practice?

With 3 course series covering everything from better selling and pricing to positioning and onboarding, we have the most comprehensive curriculum around.

100% self-paced courses to help you implement successful advisory

25+ video courses, resources, and templates developed by experts

Free options for SuperVCFO customers + unlimited access!

Build your strategy to generate more clients and delight your clients

Invest in your career by staying up to date on the latest advisory trends

Ready to Transform your Practice?

With 5 modules covering everything from better selling and pricing to positioning and onboarding, we have the most comprehensive curriculum around.

Series

How to Market your Firm

Learn proven marketing techniques that range from content creation to social promotion and beyond. By the end of these sessions, you’ll be well in your way to building your marketing strategy.
8 VIDEOS
2H 30M
BEGINNER
Series

Advisory Service Matrix

One of the biggest challenges around the introduction of advisory services is defining what services to offer clients. Learn about the different types of services you can start upselling to your clients.
7 VIDEOS
1H 58M
EXPERT
Series

Pricing and Monetisation

Ensuring you enjoy a great ‘Return on your Investment’ is a cornerstone of our relationship. Building a robust suite of Advisory services and ensuring you monetise these well is a major step in building an Advisory centric firm.
5 VIDEOS
1H 42M
INTERMEDIATE
Series

Scaling your advisory Practice

Build a business with an effective team who enjoy working with you and ultimately work towards aligning your business and their personal goals. This session will help you understand what drives different individuals.
5 VIDEOS
2H 12M
INTERMEDIATE
Series

Case Studies + Success Metrics

Hear from Industry leading experts who have been there and done that. Do cool stuff, for great clients, by highly engaged staff. Plus, hear how Spotlight is transforming not only their businesses but their lives too!
5 VIDEOS
2H 30M
BEGINNER

What others are saying

Our practice loves your product, it’s a great tool for our customers.

Brad Harper - Laurenson Chartered Accountants Limited

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Register for our course to learn how to design and implement successful advisory in your practice.

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