Advisor Masterclass Offers

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BUSINESS METAMORPHOSIS® ADVISOR METHOD

Limited Places

Build a successful business advisory firm up from compliance with the proven Business Metamorphosis® Advisor Method

The only comprehensive Advisor program for Accountants in Practice that closes the skills gap between compliance work and regular ongoing business advisory.

Gain the mindset, advanced skills and the step-by-step Advisor framework with support to implement and secure your first two advisory clients within 60 days, when you put the Business Metamorphosis® Advisor Method to work.

ONLINE ADVISOR INTENSIVE 16-WEEK PROGRAM

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THE ADVISOR INTENSIVE 3-DAY IMMERSION

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“Thank you so much Lynda. In the two weeks since attending the Business Metamorphosis Advisor Intensive, I have used the process to pick up 2 new clients at $20k+ each easily securing business advisory and been paid for it – upfront! So all up about $50k in revenues and I have the confidence and certainty to offer these advisory services now I have an easy to implement process to follow. I’ve had phenomenal feedback from clients such as this help is life-changing"

Scott Edmonds

CA, Brilliance for Business

3-DAY IMMERSION PROGRAM + IMPLEMENTATION

Business Metamorphosis® Advisor Intensive - $3,997 (incl gst)

Monthly intakes for flexibility of timing with your schedule. Limited Places

For Accountants and Accountant teams in public practice who want to build Advisor capability with a proven, repeatable advisory framework that delivers results for clients. Facilitated online conveniently via Zoom by Lynda Steffens.

The Business Metamorphosis® Advisor Method is a 3-day immersion designed to enable you to confidently transition into a true Advisor role and grow your accounting business with regular ongoing advisory services immediately.

Upon completing the Business Metamorphosis® Advisor Intensive you will have the,

Mindset for Advisory
Advisor Framework structure
Implementation roadmap
Capability for ongoing success

The Business Metamorphosis® Advisor Intensive learning objectives qualify for 18 hours CPD.

3-DAY IMMERSION SCHEDULE

Business Metamorphosis® Advisor Intensive

DAY 1

1. Functional to Vital - bridging the gap
2. The Power of using Coaching Methodology
3. CLIENT ADVISORY ENGAGEMENT with the Business Metamorphosis® Model
4. How to use The Business Metamorphosis® Model to introduce clients to business advisory and get started immediately
5. CLIENT ADVISORY ENGAGEMENT with the 3Ds Process Stage 1 - DISCOVER
6. Watch Lynda demonstrate a live client DISCOVER
7. Three (3) BIG Client Questions and how to use them
8. Explore your existing advisory opportunities and begin to build out your 60 Day Acceleration Plan
9. The repeatable Advisor Framework to lean on so you're completely confident guiding client Discover meetings, gather information and progress your clients to the next stage of business advisory without the guesswork.

DAY 2

1. Understand why your clients have failed to engage with Advisory Services
2. Understand your Superpowers and how to leverage them in delivering Advisory Services
3. CLIENT ADVISORY ENGAGEMENT with the 3Ds Process Stage 2 - DIG - Steps 1 to 10
4. Learn how to secure a $1,650 paid upfront DIG client session
5. My best tips to keep your conversations future-focused and avoid getting stuck in the detail
6. How to run an effective SWOT for Advisory with your clients
7. Build and price your client-focused business advisory services delivery program
8. 60 Day Client Acceleration Program - how to secure two clients on regular ongoing business advisory in just 60 days

DAY 3

1. CLIENT ADVISORY ENGAGEMENT with the 3Ds Process Stage 2 - DIG - Steps 11 to 12
2.The importance of a three (3) tiered Advisory Package that motivates clients to take action
3. How to structure your customised tiered Advisory Package
4. Core Strategies, tools and actions for clients
5. Tools and checklists to successfully launch Business Metamorphosis® in your business
6. CLIENT ADVISORY ENGAGEMENT with the 3Ds Process Stage 3 - DELIVER
7. How to accelerate with the Leading Edge Business Model for exceptional execution of Advisory Services
8. Begin introducing Business Metamorphosis® and game-changing Business Advisory Services to your existing clients immediately.

IMPLEMENTATION PROGRAM

Implementation is the KEY to successfully grow your accounting business with regular ongoing business advisory services. Included in your program is our personalised support package to assist you with securing your first two ongoing business advisory clients through the implementation of your 60 Day Acceleration Plan.

Your Advisor Intensive Program includes personalised support:

1. Three (3) Client Introduction or DISCOVER session critiques - designed to help you have clarity and confidence conducting a DISCOVER session with your clients.

2. Your personalised DIG package review - receive in-depth 1:1 guidance on how to structure your complete advisory package for your clients.

3. One (1) DELIVER Coaching Session to help you successfully present your business advisory client proposals so clients take action quickly and begin their business improvement journey with you. You have the structure for upfront payment for regular ongoing business advisory.

+ YOUR BONUS OFFERS

BONUS #1 - Your personal 45min DISCOVER Session with Lynda (value $350)
BONUS #2 - POWER UP YOUR POTENTIAL Masterclass Bundle - 4 video lessons packed with tips to unlock your potential and maximise your capacity (value $247) - additional 2 hours CPD

Extra Bonuses Value $597

ENROL NOW

Terms and Conditions

Scott Edmonds

CA, Brilliance for Business

"Thank you so much Lynda. In the two weeks since I started using the Business Metamorphosis® Advisor Method, I have used it to pick up 2 new clients at $20k+ each. If you are sitting on the fence or frustrated with just being a compliance accountant and know there is so much more, then this is what you’ve been looking for.

Lynda is the real deal and goes the extra mile to deliver and help you as you transition into where us accountants all should be – the Trusted Advisor role."

Jeannie Anderson

CPA, Mayberry Meldrum & Anderson

"Lynda's Business Metamorphosis Advisor Intensive is an absolute gift for accountants as it's tailored specifically to our needs. We're not salespeople, it's not in our nature, however, we now believe in the value we are adding to our clients. Lynda's process breaks it down into small details and provides steps to roll it out easily to clients. We can see the incredible value and now feel comfortable that we are delivering the best results for our clients with ongoing business advisory services"

Alan Hong Choy

CPA, Targeted Business Services

"I attended Lynda's Advisor masterclass with a bit of a closed mind, "just another Accountant's Coach" but as she progressed through the masterclass, I could see where she was coming from and how it worked, I saw the light, I could use this process.

I have known about Gap Analysis for decades, but never seen a system so simple and easy to use. So I signed up for the Business Metamorphosis® Advisor Method 3-day Intensive. I just finished the intensive, I loved it, and have started working with the method already, and it is working."

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Teresa Smith

CPA, In the Black Services

"The Business Metamorphosis® Advisor Method and the follow up Leading Edge Business™ has given me the confidence and permission to ask the questions. I'm enjoying finding out the nitty-gritty of the businesses I have been working with for the last few years. I've had 4 paying DIG sessions now, and everyone was happy to pay with no second thoughts!! I just love it. I'll be so glad to see the day when I can do this all day and hand back to staff to do the Admin!!"

Jonathon Neck

CPA, Mayberry Meldrum & Anderson

"Using a whole of life approach I can talk to my clients about business cycles – exit strategies and retirement – superannuation and asset building – as well as discovering what is truly important to them. It is amazing what having these discussions with the clients brings out.

Once we have all of this information at our fingertips, we can then figure out strategies jointly with our clients. The Business Metamorphosis Advisor Method puts actual planning and processes into place for how to conduct the meetings and the questions to ask, literally how to become a trusted business advisor."

Jeannie Doherty

Owner, Cloud 9 Bookkeeping

"You'll get so much from the training and if you put in the work to implement what you learn you'll really revolutionise your business. I'd also say that what you learn can be applied to the way you manage your team. I'm using Digs with my team and it's incredible (in terms of outcomes and engagement). The Business Metamorphosis® Advisor Method has been the most powerful information/opportunity in our business in 10 years."