FREE Webinar
Turn Maybe into Yes: Effective Techniques for
Successful Advisory Proposals
Get 1 Hour of CPD Join Our Live Webinar
with
CEO, BVOPro
Founder, The Small
Business Project
Get 1 Hour of CPD
Join Our Live Webinar
with
CEO, BVOPro
Founder, The Small
Business Project
Transform Your Client Interaction & Grow Your Advisory Services
Are you tired of hearing “maybe” or “no” when pitching your advisory services? Do you want to turn those maybes into a resounding “yes”? Join us for an exclusive free online webinar hosted by industry leaders.
Date: 27th September 2024
Time: 12PM AEST
Duration: 1 hour
Limited spots are available!
What You'll Learn
Where are we at with advisory?
- Explore the current landscape of advisory services in the accounting world.
- Learn why staying ahead in this competitive market is a game-changer.
Understanding the advisory relationship
- Discover the shift from transactional to strategic client relationships.
- Build trust and credibility that keep clients coming back.
Inviting clients into an advisory relationship
- Spot golden opportunities to introduce advisory services.
- Master the art of sparking meaningful, game-changing conversations with clients.
Gaining client commitment
- Learn how to showcase the true value of your advisory services.
- Tackle common objections head-on and secure the deal with confidence.
Limited spots are available!
Meet Your Hosts
With a wealth of experience as a Fellow of CPA Australia and a Masters in Forensic Accounting (Distinction), Brett has a deep understanding of what it takes to craft advisory proposals that win. In this webinar, Brett will share the insights and strategies that have helped him secure commitments from clients in even the toughest markets. Drawing from his experience of providing valuations for hundreds of businesses each year, Brett will guide you through the key elements of creating proposals that not only impress but also convert.
With over 30 years of experience in the accounting industry, Lynda has dedicated her career to empowering accountants to move beyond compliance work and into the domain of impactful advisory services. As the founder of The Small Business Project, Lynda specialises in helping accountants transform their client relationships, turning hesitant prospects into enthusiastic partners. In this webinar, Lynda will share her wealth of knowledge on how to craft proposals that resonate, build trust, and ultimately, secure client commitment. Her passion for uplifting the accounting profession makes her the perfect guide to help you master the art of winning advisory proposals.
What You'll Receive
Limited spots are available!
Join us & change your client interactions from passive to powerful.
Frequently Asked Questions
Absolutely, this webinar will be highly relevant to you as an accountant. If you’re looking to expand your advisory services and convert more client interest into commitment, this session will provide you with actionable techniques to achieve that. You’ll learn how to overcome common objections, build stronger client relationships, and secure more advisory engagements which will enhance your proposals and grow your advisory business.
Yes, we will issue a certificate providing you with 1 hour of CPD when you show up live. Please be sure to block the time out to join us at 12 PM, Friday, 27 September 2024 (AEST)
The session will be structured as 50 minutes of presentation followed by 10 minutes of Q&A. You can have your questions/queries addressed during this time by the presenters, Brett Goodyer and Lynda Steffens.
Let us guide you through the essentials of successful advisory proposals.
