Unlock Your Advisory Potential with Transform in Action!

Ready to transform your practice? On our Transform in Action learning hub we provide a wide range of resources for your firm to efficiently and effectively deliver advisory services and learn how to:

Master latest Advisory trends

Develop winning client strategies

Boost your firm's profitability

...and much more!

Ready to Transform your Practice?

With 5 modules covering everything from better selling and pricing to positioning and onboarding, we have the most comprehensive curriculum around.

Series

How to Market your Firm

Learn proven marketing techniques that range from content creation to social promotion and beyond. By the end of these sessions, you’ll be well in your way to building your marketing strategy.

8 VIDEOS

2H 30M

BEGINNER

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Series

Advisory Service Matrix

One of the biggest challenges around the introduction of advisory services is defining what services to offer clients. Learn about the different types of services you can start upselling to your clients.

7 VIDEOS

1H 58M

EXPERT

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Series

Pricing and Monetisation

Ensuring you enjoy a great ‘Return on your Investment’ is a cornerstone of our relationship. Building a robust suite of Advisory services and ensuring you monetise these well is a major step in building an Advisory centric firm.

5 VIDEOS

1H 42M

INTERMEDIATE

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Series

Scaling your advisory Practice

Build a business with an effective team who enjoy working with you and ultimately work towards aligning your business and their personal goals. This session will help you understand what drives different individuals.

5 VIDEOS

2H 12M

INTERMEDIATE

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Series

Case Studies + Success Metrics

Hear from Industry leading experts who have been there and done that. Do cool stuff, for great clients, by highly engaged staff. Plus, hear how Spotlight is transforming not only their businesses but their lives too!

5 VIDEOS

2H 30M

BEGINNER

View series

Unlock Your Advisory Potential with Transform in Action!

Ready to Transform your Practice?

With 5 modules covering everything from better selling and pricing to positioning and onboarding, we have the most comprehensive curriculum around.

How to Market your Firm

Advisory Service Matrix

Pricing and Monetisation

Scaling your advisory Practice

Case Studies + Success Metrics

What others are saying

FAQs

HOW MUCH DOES IT COST?

HOW LONG DOES IT TAKE?

DO I GET A CERTIFICATE ONCE I'VE COMPLETED THE COURSE?

WHO ARE THE INSTRUCTORS?

Learn. Apply. Grow.