Advisory Strategy Session
Get clarity,alignment and a clear path to firm-wideadvisory confidence
You can’t implement advisory firm-wide on good intentions.
You need clarity, alignment and a strategy your whole leadership team can stand behind.
The Advisory Strategy Session is where your firm’s advisory roadmap begins.
Why Start Here?
Most firms don’t fail to implement advisory firm-wide because of skill.
They fail because there’s no shared plan.
You’ve probably felt it:
- Everyone is “interested in advisory,” but no one agrees what that actually means
- Partners are maxed out and can’t carry any more
- Managers want to help but don’t know how
- You’ve got ideas, training, even tools, but no unified direction
The Advisory Strategy Session changes that.
It gives your firm:
A clear picture of where you sit on the advisory journey
Defined priorities and next steps
Leadership alignment on what advisory will look like in your firm
Confidence to move forward together, not separately
“Confidence comes from clarity. The Strategy Session is where your advisory roadmap begins.”
What you’ll walk away with
This isn’t a course.
Not a webinar.
Not another idea that dies in a notebook.
It’s a focused, practical strategy experience with Lynda Steffens, tailored to firms ready to embed advisory but unsure where to begin.
You'll leave with:
- A clear snapshot of your firm’s advisory position
- A simple advisory “picture” your whole team will understand
- A tailored 90-day action plan for your leadership team
- A follow-up accountability call within 21 days
- A renewed sense of confidence and direction
You'll walk away knowing:
- What advisory will look like in your firm
- Where to start
- Who needs to be involved
- How to make progress without overwhelming your team
Who It’s For
The Advisory Strategy Session is ideal for firms that are:
Ready to move advisory beyond one or two people
Seeking structure, clarity and a realistic next step
Personally maxed out on advisory delivery
Motivated to align their leadership team around one shared vision
“You can’t scale advisory by winging it, but you can embed it with strategy.”
What’s Included:
Advisory Strategy Session
CORE
Best for: Firms with a smaller leadership group ready to align and take the first strategic step.
3 hours | Up to 3 participants | AU $1,995
Advisory Strategy Session
LEADERSHIP TEAM
Best for: Firms with broader leadership group wanting to build alignment, structure, and confidence across the team.
4.5 hours | Up to 5 participants | AU $2,995
Deep dive into current state, barriers & opportunites
A tailored 90-day action plan to get started
Follow-up check-in call within 21 days
How It Works
Before your Strategy Session is booked, you’ll start with a quick discover call with Lynda.
No pressure. No sales pitch.
Just a genuine conversation to:
- Understand where your firm currently stands
- Clarify what you want advisory to become
- Confirm which session format suits your leadership team
- Book your preferred timeframe
Not Quite Ready? Start Small.
Download the Free Advisory Unpack Template
If you’re not ready for a full strategy session, begin with clarity on what advisory you’re already doing.
This practical tool helps you:
- See which advisory services you already deliver
- Identify new advisory opportunities
- Understand advisory’s current contribution to revenue
- Map your client base and where the biggest opportunities lie
Free, practical and ready to use.
What Accountants Are Saying
Lynda’s advisory strategy session was a game-changer for my accounting practice. In just a short time, she helped me understand my worth, set better boundaries, and see a clear path forward without overwhelming me with information. Her approach is uplifting, educational, and incredibly easy to understand.
Before meeting with Lynda, I was ready to sell my business and felt trapped in a never-ending hamster wheel. Her advisory session gave me hope and a strategic vision. She helped me realize the value of my work and provided practical insights that have transformed how I run my accounting firm. It’s the most impactful professional development session I’ve ever experienced.
We knew we wanted to do more in the advisory space, but as partners we were already at capacity. Our biggest challenge was getting our leadership team on board and seeing a clear path forward. That’s exactly what Lynda delivered in our Advisory Strategy Session.
The session created clarity and confidence – not just for us, but for our managers. Suddenly, advisory didn’t feel overwhelming or out of reach. It felt doable, scalable, and tailored to the way we work at ATB. With Lynda’s guidance, we could all see how to build advisory solutions that would fit uniquely into our firm, our team, and most importantly, serve our clients better. We’re excited to make this happen.
This Is the Session That Changes Everything
If you’re ready to give your leadership team the clarity, alignment and confidence to lead advisory – this is your next step.
Not a course.
Not a webinar.
A practical, strategic session tailored to your firm.
Continue Your Journey
Back to: Client Roadmap
Next: Build the confidence, structure and capability your firm needs to deliver advisory with purpose with Advisory Training for Accountants.