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
- Video – Building Your Advisory BrandVideo
- Feedback Survey QuestionsSurvey
- 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.