E-LearningProfessional Skills

Building Your Advisory Brand

Duration
60 min
CPD
1.0 hour
Format
E-Learning
Building Your Advisory Brand

Overview

Position your firm in the market to attract the best clients, offer high-margin advisory services, and become the trusted advisor of choice. 

Building a powerful brand isn’t a fluffy concept, it’s critical to your success in transitioning from “same-same” accountant to in-demand advisor.

Here’s what we’ll cover in this exclusive session:

  • Marketing strategies to build your advisory brand
  • How to command premium pricing for your services
  • Communication techniques to share advisory services with your current client base
  • Common mistakes and time-wasting strategies to avoid that hold back most accounting firms
  • AI secrets to short-cut the process of building your brand
  • Industry case studies and examples

This session delivers a strategic overview combined with practical insights, tactical ideas to execute, and a clear gameplan for success.

If you are ready to attract the RIGHT type of clients and sell more advisory services in your firm, this is a session you can’t afford to miss!  

Learning Outcomes:

  • Marketing & communication strategies for promoting advisory services (signing better clients, not just “more” clients)
  • How to build your Advisory Brand roadmap
  • Quick wins you can implement within the next month

Suited to:

Accounting firms of all sizes will benefit from this session – suited to solo practitioners who want to specialise, medium-sized firms ready to uplevel their brand & service offerings, or larger firms with in-house marketing teams wanting to apply expert strategies into their promotional mix.

This On Demand recording Includes: 

  • Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
  • Presenters contact details for follow up questions 
  • CPD Quiz
  • CPD Certificate 
  • CPD Report – Logged automatically 
  • PowerPoint Presentation
  • Verbatim Transcript, with Searchability
  • Supporting Documentation

Course syllabus

3 lessons

  1. Video – Building Your Advisory BrandVideo
  2. Feedback Survey QuestionsSurvey
  3. Knowledge QuizTest

Your presenter

Monique ParkerAccountanXy

is an award-winning marketer and former consultant at a business advisory network that scaled to $40M in three years. She has been teaching marketing strategies for 15 years and now runs an AI-powered marketing club that helps firms leverage technology and make a bigger impact with their clients.