
How to consistently build more advisory revenue and profit from your existing and future clients.
Acquiring Your Perfect Advisory Clients And Building Your Consultative Brand
Hosted by Richard Palmer, CEO of Sure Train, the UK's leading development trainer for the accountancy profession.
Why should you attend?
- Build a strong pipeline of new advisory and compliance clients.
- Help more clients to understand their business problems and opportunities.
- Become more consultative in your client interactions.
- How to differentiate yourself from the rest of your market.
- Help your clients enjoy better financial success.
- Discover the key business drivers in your clients' businesses.
- Setting up effective advisory discussions with your existing clients.
What will you learn?
- How consultative behaviour can bring you higher fees from your existing client base.
- The main challenges faced by accountants and bookkeepers in advisory arena.
- Essential strategies for overcoming those challenges.
- How to structure your advisory strategy to drive your profit development.
- The differences between promoting bookkeeping, compliance and advisory services and how to maximise returns in both areas.
Space is limited. Reserve your spot now.
Matt Melksham - Westcotts Chartered Accountants
"Richard's training webinars have really helped me to change my outlook on advisory conversations with my clients. As an accountant trying to build my business, his advice has been invaluable and has helped me gain higher fees and retain clients".
D Wilkins - Vido Accountancy and Bookkeeping
"I have completely revised my method of client consultation since attending Richard's webinar. As a result, I am now having much more productive conversations with my clients and my conversion rates for new business have gone up".Â
Your speaker - Richard Palmer
Richard as been working with accountants for many years now, helping them to acquire and refine their consultative skills, leading to increased revenue and profits from their existing and new clients.
He has built a reputation in the industry for unlocking the potential of fee earners, helping them to fit their new found skills into their personality and preferred approach.
As an Institute of Sales Management Accredited Training Partner, Richard and Sure Train have the experience and credibility to help everyone who has a client facing role to become more confident in the client facing side of their profession.

