BUSINESS METAMORPHOSIS® Advisor Intensive

The Step-by-Step Advisor Method for Accountants

Advisor Skills Training for Accountants

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Business Metamorphosis® is a Proven, Repeatable Advisory Methodology for Accountants

Deliver Business Advisory Services the Right Way

Your clients want to succeed in business but they don’t understand how much value they have in you, their Accountant. Be known for more than compliance and tax expertise as your clients' trusted Advisor when you implement my proven, repeatable 'no selling' Business Metamorphosis® Advisor method and start delivering advisory services the right way.

In the annual CommBank Accounting Market Pulse report, 70% of participants voted business advisory as the highest in-demand services that will be required in the next 12 months.

There is no better time to position your business to capitalise on increasing client demand for ongoing Advisory services than NOW.

Modern clients want ongoing strategically sound advice to help them uncover their biggest issues and formulate strategic plans so they achieve their business goals.

You have the skills and knowledge to make a difference, but sustainable growth is only possible when you deliver advisory services the right way.

Build you Advisor capability to successfully engage clients for ongoing advisory with my proven step-by-step Business Metamorphosis® Advisor methodology.

Business Metamorphosis® Advisor Intensive is perfect for you if,
  • You want to shift from offering advisory as an ad-hoc service to a recurring revenue model
  • You’ve tried delivering advisory but you don’t have a repeatable method to turn advisory into revenue and reduce your reliance on compliance services
  • You’re tired of competing on price with compliance services and you're motivated to expand your business with advisory services
  • You want a proven, repeatable methodology to develop your client relationships and leverage your advisory services
  • You want a marketable system to attract and retain your ideal clients
Business Metamorphosis® Advisor Intensive is not for you if,
  • You can’t make time to implement what you learn into your business
  • You won’t adapt your communication style from being an expert to client-centric and question driven
  • You don’t see yourself becoming a skilled advisor to your clients and invested in their success
  • You want the knowledge but you won’t do the work
  • You won’t have the technology and systems to release capacity for advisory services in your firm
FUTURE FOCUS
A Proven Methodology for Successful Client Advisory Engagement

Complete the Business Metamorphosis® Advisor Intensive with the knowledge, skills and confidence to transition into a true Advisor role for your clients without selling.

With over 25+ years in the Accounting industry, I have perfected and proven my 'no selling' Advisor methodology over and over with clients in large accounting firms and my own practice.

Clients love it because they understand the value it holds for them.

I've taken the guesswork out of how to position yourself as a true Advisor and deliver advisory with a step-by-step approach which means you'll see increased revenue from existing clients without increasing your compliance work.

How your investment in time will pay you back

How your investment in time will pay you back
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JEANNIE ANDERSON B Bus(Disc) CPA Dip FP

MAYBERRY MELDRUM ANDERSON

BUSINESS METAMORPHOSIS® 3-DAY ADVANCED ADVISOR SKILLS INTENSIVE

Designed specifically for Accountants, Business Metamorphosis® is a proven, repeatable client advisory engagement methodology with the 3D’s Process.

It combines all the strength of accounting together with the best bits of coaching to transform your client relationships using techniques that help you truly connect with your client in a way they understand.

You'll have the knowledge and confidence to skillfully guide your clients to identify the gap between where they are NOW in their business journey, and where they want to be in the FUTURE. All within a 30-minute conversation with your client using the Business Metamorphosis® Advisor model.

You'll spark keen interest from your client to know more. They'll feel confident with your collaborative approach to uncover their biggest challenges and strategically plan for success with a structured framework.

Build trust and enthusiasm in your client relationships and secure commitment to your ongoing advisory package with the 'no selling' techniques you learn using the

4-step Business Metamorphosis® Advisor model and the detailed 3D’s Process

  • 1 Elegantly introduce clients to your Advisory process with the Business Metamorphosis® model
  • 2 DISCOVER: Help your client identify their NOW vs FUTURE gap and their desire for solutions
  • 3 DIG: Uncover your client's biggest challenges and future goals in a strutured framework for gathering information from your client
  • 4 DELIVER your client's strategic plans and agreed accountability milestones
JOIN THE WAITLIST

Developed by an Accountant for motivated Accountants who want to future proof your business and excel with Advisory services

Enter your best contact details and we'll send you information on how to register for the next Business Metamorphosis® Advisor Intensive.

BM Workshop Waitlist

BUSINESS METAMORPHOSIS® Advisor Intensive

Key Outcomes

DAY 1

  • Functional to Vital - bridging the gap
  • The Power of Using Coaching Methodology
  • Mindset shift away from Solution Focused to Future-Focused
  • How to use the Small Business Project to deliver powerful Advisory Services
  • CLIENT ADVISORY ENGAGEMENT with The Business Metamorphosis® Model
  • CLIENT ADVISORY ENGAGEMENT with the 3Ds Process Stage 1 - DISCOVER
  • Watch Lynda Demonstrate Live an actual Client Discover Session
  • 3 BIG Client Questions and How to Use Them
  • Say Goodbye to the Fear of not knowing the answers
  • All the Questions you need so you're confident guiding Client Discover Meetings

The BUSINESS METAMORPHOSIS® Model

The first VITAL step for Client Advisory Engagement
(Your Client understands this as soon as they see it)
Business Metamorphosis Model

DAY 2

  • The Three (3) Key Things You Need To Do to Successfully Deliver Advisory Services
  • Understand Why Your Clients Have Failed to Engage with Advisory Services
  • Understand Your Superpowers and How to Leverage them in Advisory Services Delivery
  • Develop Skills for Confident Client Focused Communication
  • CLIENT ADVISORY ENGAGEMENT with the 3Ds Process Stage 2 - DIG - Steps 1 to 10
  • My Best Tips to Keep Your Conversations Future Focused and Avoid Bogging Down in the Details
  • How to run an effective SWOT for Advisory with your Clients
  • The Core Strategies, Priorities & Actions You'll Need for Clients in Stage 2 - DIG
  • Never Guess Your Way Through Advisory Again
Copy of Untitled

DAY 3

  • Build & Price your Client Focused Advisory Services Delivery Program
  • CLIENT ADVISORY ENGAGEMENT with the 3Ds Process Stage 2 - DIG - Steps 11 and 12
  • The Importance of a Three (3) Tiered Advisory Package that motivates Clients to take Action
  • How to Structure your Customised Tiered Advisory Package
  • Done-For-You Digital Marketing Package for Business Metamorphosis® across Social Media, Your Website Positioning and Lead Generation
  • Tools and Checklists to Successfully Launch Business Metamorphosis® with a Client Information Event and secure Client bookings for DISCOVER sessions
  • CLIENT ADVISORY ENGAGEMENT with the 3Ds Process Stage 3- DELIVER
  • How To Accelerate with the Leading Edge Business Model for Exceptional Execution of Advisory Services
  • Begin Introducing Business Metamorphosis® and Game-Changing Business Advisory Services to your Clients

Don't Miss Updates on Enrolment for the Business Metamorphosis® Advisor Intensive

LIMITED TO ONLY 9 PLACES - To ensure in-depth 1:1 feedback and time with Lynda

DATE: Monthly

VENUE: Virtual

DURATION: 3 Day Immersion or 16 week guided online

INVESTMENT: $4,997

PERFECT FOR: Public Practice Accountants & Teams | Accountant Advisory Professionals

JOIN THE WAITLIST

The Business Metamorphosis® Advisor Intensive enrolment is open!

LIMITED PLACES - Be quick to secure your place!

Advanced Advisor skills for Accountants

Enter your best contact details to receive information on how to register for the next Business Metamorphosis® Advisor Intensive.

BM Workshop Waitlist