Client Advisory Series

Four one hour sessions to help you get bigger fees and better educated clients.

About This Client Advisory Series

Did you become an accountant to be stuck on a compliance treadmill or to help your clients live a better life?

Moving away from compliance and into client advisory moves you into building better lifestyles for your clients, and you!

An advisory system can
* build your business and revenue
* better educate your clients on how you can help
* exceed your client's expectations and show you care
* realise the work/life balance you want


This series of workshops will show you how you can use great technology to get bigger fees, better-educated clients, and a better lifestyle for you and your clients.

Day 1: Cash Flow Advice – become the hero as you help your clients make the best financial decisions 
Day 2: Trust Deed Advice – help your clients comply with all legal requirements 
Day 3: Tax Planning – make tax planning the most profitable time for your Practice instead of the most stressful. 
Day 4: Estate Planning – protect your clients’ wealth for their loved ones 
 
If you can't make the time — register, and we'll send you the recording!  
 Each webinar you attend is worth 45 minutes of FREE CPD. 
Sessions in this Client Advisory Series
  • Day 1: Cash Flow Advice
    Tuesday, October 8, 2024 · 1:00 PM AEST
  • Day 2: Trust Deed Advice
    Wednesday, October 9, 2024 · 1:00 PM AEST
  • Day 3: Tax Planning
    Tuesday, October 15, 2024 · 1:00 PM AEST
  • Day 4: Estate Planning
    Wednesday, October 16, 2024 · 1:00 PM AEST

Join the Client Advice Series

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