Deconstructing advisory

Shifting to delivering advisory services to clients is not only incredibly rewarding but becoming increasingly essential as technology shortcuts impacts on accounts production and related functions.

But for some, the word advisory is filled with ambiguity, while for others it's a scare word. However, for some it excites them – but they're not sure how to deliver it or approach clients with it. In partnership with Shane Lukas of AVN Inspiring Accountants, this 12-part webinar series will help you to understand and develop and advisory offering.

What you’ve missed so far

In the first webinar in the series, Shane demystified the buzz around artificial intelligence and its real impact on accountancy and broke down the 'advisory spectrum' – a natural extension for every accountant's skill set. He explained how advisory services can range from compliance to deep-level coaching, fitting perfectly with your current expertise without the need to surpass your clients’ knowledge of their own businesses. He also discussed how you can gain confidence and inspiration to step into advisory roles, tackle client scepticism, and deliver impactful services effectively.

In the second webinar, Shane debunked the myth that advisory services are reserved for the elite few and revealed how every business owner, regardless of size, harbours the universal desire to increase earnings and reduce work hours. He took us through a process to truly understand what our clients seek beyond the balance sheets – how to ask the right questions and position ourselves to deliver the kind of advisory services that resonate so deeply, financial investment becomes secondary to value. It reshaped the way we see our role as an accountant and awakened the realisation that advisory services are not just a niche offering but a core expectation from clients who trust us with their numbers – and their aspirations.

Catch up on the webinars you’ve missed and join us for the rest of the series by registering now for the whole series:

1. What you need to know about Advisory as an ACCA accountant – available on demand
2. What clients really want, need and value when it comes to advisory – available on demand
3. Overcome your imposter syndrome delivering advisory – 4 June
4. Beyond compliance: Time-saving strategies to enable advisory growth – 26 June
5. How to price advisory to achieve a win, win – 11 July
6. Changing perceptions of you: From number cruncher to business improvement expert – 31 July
7. The specific skills you need to be a truly effective advisor to your clients – 13 August
8. How to communicate value and package attractive solutions for clients – 28 August
9. How to confidently deliver an advisory service your clients will love – 11 September
10. How to use AI as your ally in delivering advisory services – 26 September
11. How to engage and develop your team to have advisory conversations with clients – 10 October
12. How to attract more advisory clients in low effort, low to no cost ways – 23 October