Business Metamorphosis®
Build Trust. Sell Advisory. Increase Client Value
4 STEPS TO ADVISORY SALES SUCCESS
Receive The Recognition Your Firm Deserves For The Care And Value You Provide
How To Transform Ad-Hoc Advisory Services into regular Business Improvement Advisory Solutions Your Firm Can Sell
The Business Metamorphosis® Advisor Training provides Accountants and Accounting Teams with the proven 4-Step Advisor sales process to easily invite existing compliance clients into regular business improvement advisory services.
Practical online learning modules are delivered with weekly group coaching over a 12-week period. Designed to position Accountants to start delivering effective advisory services immediately.
The training is designed to overcome:
1. The challenge of communicating value in a structured way so clients will want to pay for ongoing advisory services
2. The need to ‘sell’ advisory to clients that goes against an Accountant’s natural style
3. Uncertainty, client confusion, and lost time due to lack of structure and repeatable process when selling much needed advisory solutions
The Evolving Accountants Role
The time for the accountants in public practice to make the shift into becoming true advisors leading business improvement has arrived. While compliance will keep you and your team busy, the truth is good business clients want to improve their business and they need your help so they make better decisions.
Business Metamorphosis® enables Accountants to provide value beyond compliance with professional advisory skills and services that have a big impact and support business improvement.
Mindset
An Advisor mindset sets the foundation for effective ongoing advisory work and professionally guiding clients through the steps to ensure clients remain committed to the advisory relationship.
Implementation
Emphasis on the guided implementation roadmap and techniques throughout the program ensures the skills are applied and practical learning experience is gained.
There is ongoing support and accountability for graduates post program with an assigned TSBP Implementation Partner through the 60 Day Acceleration Program.
The Advisor Framework
The 4-Step Advisor Process eliminates guesswork, client confusion, and lost time with a defined advisory framework to deliver professional business advisory solutions clients feel excited about.
Capability
Develop professional advisory skills through practical application and progressive coaching.
Accountants build capability and confidence in delivering effective ongoing advisory and business improvement solutions.
We help forward-thinking Accountants
make a difference
Client Testimonial
After completing the Business Metamorphosis® Advisor Training and implementing the 4-Step Advisor process in my business, I am doing more of what I love. That is guiding and advising clients about business growth, educating them on business concepts so they can make more informed business decisions and help them overcome stumbling blocks to make sure they stay on track to reach their goals.”
Liz C. CPA
