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If you are ready to learn what is holding you back from transitioning from compliance work into advisory services, this is for you. This course explores the #1 reasons that accountants fail when trying to build a practice on advisory services. Secondary, this course lists the 3 key steps to build a successful, long-term advisory practice.

Course Key Concepts: Advisory, Consulting.

Learning Objectives

  • Discover and define advisory services.
  • Identify and state the #1 reason advisory services fail.
  • Explore and list the 3 key building blocks of an advisory practice.
  • Discover and demonstrate the importance of client relationships.
  • Explore and list the 3 key considerations for shifting to advisory services.
Last updated/reviewed: May 18, 2022

3 Reviews (14 ratings)Reviews

5
Anonymous Author
This course is excellent in defining an advisor and in explaining the billing for value concept. I will apply what I learnt in this course in my solo advisory practice.
4
Anonymous Author
well done lynn well done with this course.. its good for us bean counters to know sales
5
Anonymous Author
Great course, thank you so much. Good job. Very good questions. Great instruction.

Prerequisites

Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  0:49Course Objectives
  7:02What are Advisory Services
  9:34Mindset
  7:32Clients
  5:41Aligned Services
  0:57Getting Started
CONTINUOUS PLAY
  31:35Key Steps to Building an Advisory Practice
SUPPORTING MATERIAL
  PDFSlides: Key Steps to Building an Advisory Practice
  PDFKey Steps to Building an Advisory Practice Glossary/ Index
  PDFWorkbook: Key Steps to Building an Advisory Practice
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM