FINALLY, an
Easy Way to Make the Shift
to Advisory!

You can make the decision to add advisory to what you already do for your clients at any time. The advantage of adding advisory now in the early stages of your practice is that you will have a lot of time to spend with your existing clients, getting to know them, what is important to them and the problems that worry them and keep them awake at night. From there, you will be in a great position to help them grow profitably and add real value to the whole business. And once you have done that, it will be easy to get testimonials and referrals - you will find that your practice and confidence both skyrocket from there.

The regulations around financial planning or advice related to financial products/services do not apply to advisory services. Exemptions are provided for most activities relating to setting up, operating, administering and selling a business, including advice on how to manage business risks. No additional formal qualifications are required for you to begin offering either business coaching/consulting or advisory services. However, the skills required to excel in advisory services are soft skills, not technical/financial ones -- you will be learning how to command leverage and influence with your clients. In most instances, you will find that you are able to record the time you have spent watching training and completing homework as part of your requirements needed to earn CPD/CPE with your professional accounting or bookkeeping body. The skills that you will be learning are directly related to your ability to provide advice and earn income from that advice. We also offer badges and certificates along the way to recognize your achievements and progress.

The risk of litigation for compliance work vs. advisory services is different. With compliance, clients usually approach you and you are in control of, and responsible for, getting the job done correctly and on time. In many ways, advisory is already a natural part of or extension of what you do (or could be doing) with your clients to help them succeed. With advisory, your role is to deliver insights so that you client can ask better questions, make better decisions and step up as a leader. Ideally, you will collaborate with them and influence/empower them to make decisions and take action. It is not your role to "do the work". The onus is clearly on your client to make decisions and take action. Therefore, you cannot guarantee that any action taken by them will have a positive impact. It is impossible to predict the future or anticipate all factors that will impact on results. It is however prudent to inform your insurer that you will be providing advisory services and/or that your income has materially increased as a result of adding this additional revenue stream.

Please allow two hours each month to attend and prepare for the webinars and videos. You will also want to set aside another two or three hours for reading the workbook and completing follow up homework, exercises or quizzes. You are also welcome to participate in the private Facebook group each day if you have questions, want feedback, or required accountability/support.

SHIFT™ is a month to month membership program. You are free to cancel at any time. A discount is offered for a paid upfront version of the training and the minimum term for that plan is twelve months. The move to advisory services is one of continuous improvement. Your level of mastery and the amount you are able to charge will be in direct proportion to your willingness to learn, the amount of time you spend practicing your new skills, and the level of investment that you place in yourself. You cannot reasonably expect to build a successful, thriving practice if you study for only six or seven months and then quit because you think that you already know it all. In order to earn the right to have your clients invest in you for coaching and advice, you must first be willing to invest in yourself.

Advisory services are a natural part (and extension of) what you already do to ensure that the information that goes into the cloud accounting package of your client is complete, accurate, and useful. You already have a deep understanding of how your client operates, and in many cases, HOW they could do that more productively, effectively, and successfully. Advisory is merely the final component that allows you to monetize all of that knowledge by providing holistic advice and insights that influence your client to take action to grow the business profitably.

Yes, it's a private group for members only. When you become a member, we will invite you via your email address. Please let us know if you are using a personal email address for Facebook. You can always send us a message via the public Facebook group for businest®.

In many ways, accountability is the key ingredient. It's one thing to attend a training event, get really excited about what you have learned, and have a million plans to incorporate that learning into your workplace and life. It's quite another to actually implement what you have learned. SHIFT™ advisory training has been deliberately