The True Advisory® Conversion Programme
Turn your practice into an advisory business.
A practical three-year programme designed to transform the way your practice operates while developing the skills, experience and confidence to deliver Financial and Business Advisory to your clients.
One hour per week. Learning by doing. Using your own practice as the starting point.
🗓️ 3 Years
🕐 1 Hour Per Week
🪙 £250 + VAT Per Month
A Different Approach
Learn advisory by doing it.
Moving from compliance to advisory requires more than training. It requires practical experience.
The True Advisory® Conversion Programme takes a different approach. You'll apply the principles of strategic planning, financial management and business improvement to your own practice first — building experience on familiar ground before progressively applying those skills with clients.
The result? A stronger practice and a team better equipped to deliver True Advisory®.
A three-year journey
A clear route to True Advisory®
Year 1
Build the Business
Develop the strategy, structure and management disciplines needed to turn your practice into a professionally managed business.
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Year 2
Develop Financial Consultancy
Build practical capabilities in budgeting, cash-flow forecasting, management reporting and performance review.
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Year 3
Develop Business Advisory
Expand your capabilities across People, Operations, Systems, Finance, Marketing and Value — and apply them confidently with clients.
One programme. Two transformations
Transform your practice.
Build towards a business that is:
Professionally managed
More efficient and systemised
Less dependent on its owner
Higher margin and higher value
Advisory-led in its culture
Develop your team.
Build the practical capability to:
Diagnose business problems
Develop and recommend solutions
Manage improvement projects
Deliver Financial Consultancy
Deliver Business Advisory
Ready to build your True Advisory® practice?
Transform your practice while developing the skills and experience to help your clients transform theirs.
Or discover the thinking behind the programme in our latest whitepaper.