Forge Your Advisory Future Now - It’s Time to Take Action!

Listen up! I was at Synergy—the annual Thomson Reuters conference in Orlando—and let me tell you, the energy was off the charts. That’s where the best in the business gather, and if you’re serious about elevating your accounting firm, you need to be part of this conversation. Right now, everything is changing, and it’s time to get ahead. Let’s talk about why this moment is important for you to forge your advisory firm.

Why Advisory Services Matter More Than Ever

Here’s the reality: Clients today want more than just someone to balance their books. They’re looking for trusted advisors who can help them tackle the challenges of their businesses. As we gear up for 2025, you have to start thinking about how you’ll deliver advisory services that truly add value.

But here’s the kicker: too many firms wait until the last minute to plan for how to sell and deliver their advisory services. This is a mistake. The engagement letters for next year are coming up fast, and you need to have your strategy locked in. You have to be proactive, not reactive.

Introducing the Forging an Advisory Firm Course

Now, let me introduce you to something that can change the game for your firm: my new course, Forging an Advisory Firm. This isn’t just another online course; this is a comprehensive program designed for those ready to step up and lead in the advisory space.

Build Your Foundation

First things first—before you can sell advisory services, you need a strong foundation. That means clarifying your mission, vision, and core values. What drives your firm? What do you stand for? These aren’t just buzzwords; they are your firm’s backbone.

In the Business Foundations course, we’ll get into creating these foundational elements. You’ll learn how to articulate your purpose in a way that resonates with both your team and your clients. This clarity will set you apart from the competition and allow you to deliver services that matter. With these foundational elements in place, you are ready to forge an advisory firm.

Embrace Leadership

Let’s be clear: transitioning to an advisory model isn’t just about adding new services; it’s about leadership. You need to be ready to wear multiple hats—sometimes leading from the front, sometimes from behind, and sometimes just being the support your team needs. This is where the five positions of leadership come into play.

In this course, you’ll learn these roles effectively. Leadership isn’t a static position; it’s dynamic. It requires adaptability and the ability to inspire your team to achieve collective goals. When your team is engaged, your clients will feel that energy, and it will take your advisory services to a whole new level.

Develop a Winning Methodology

Next, let’s talk about methodology. You need a clear process for how you’re going to deliver advisory services. This course will provide you with the frameworks and materials you need to implement these services successfully.

From client onboarding checklists to discovery guides, as well as internal staff development, we’ll cover all the tools that will help streamline your processes. Having a solid methodology in place means you can deliver consistent, high-quality advisory services that your clients can count on.

Measure Your Success

Here’s a truth bomb: if you’re not measuring your growth, you’re missing out on key insights. Setting clear goals and tracking your progress is essential in this game. In the Forging an Advisory Firm course, we’ll discuss how to evaluate your performance—both in terms of revenue and impact on your staff and clients’ businesses.

This is where the rubber meets the road. You need to know what’s working and what’s not, so you can adjust your strategy accordingly. Growth doesn’t happen by accident; it’s a result of deliberate action and informed decision-making.

Cultivate a Mentorship Culture

Finally, let’s talk about mentorship. Building an advisory firm is a team effort. You can’t do it alone, and that’s where creating a culture of mentorship becomes critical. This course will show you how to foster an environment where knowledge sharing and collaboration are the norm.

When your team feels supported and empowered, they’ll be more willing to step up and take ownership of their roles. This not only enhances the client experience but also builds a stronger, more resilient team.

Take Action Now

So, what are you waiting for? Now is the time to invest in your future as a leader and the future of your firm. The Forging an Advisory Firm course is your ticket to sharpening your skills and preparing your practice for the next level. 

And don’t miss this video where I talk about the importance of taking time to develop your skills—because trust me, that’s where growth happens.

The end of the year is upon us, and it’s time to take charge. Let’s not wait until the engagement letters for 2025 are already in your clients’ hands. Be proactive, be prepared, and let’s forge ahead together into a successful advisory future.

Stay strong, stay focused, and let’s make this happen!