Module 1 - Why (TIA)

Transform In Action is a 9 module course showing you how to design and implement successful advisory in your practice.
Each module is built around business coaching, industry best-practice and Richard Francis’ Transform! Advisory playbook. The purpose of the course is to:

- Walk you through the design of your advisory practice.
- Show you how to identify your target market and ideal clients.
- Help you define clear objectives, timeframes and responsibilities.
- Establish clear service offerings and target clients for these.
- Understand how a toolkit can be used to underpin your advisory services.
- Provide strategies for selling to existing clients.
- Up-skilll your team members to run advisory relationships with your clients.
- Network with peers and firms at similar stages to help overcome challenges.
  • The New Accounting Industry
  • Simon Sinek - How great leader inspire
  • The Value add curve
  • Reality Check
  • Design the Future
  • Double Diamond
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever