Advisory Edge Mastery
Confident Advisory Conversations. Light-Touch Tools. Real Business Impact.
The Advisory Edge Mastery programme gives accountants and advisors a practical, focused path to start delivering meaningful business insights — without needing to become a forecasting expert.
Whether you’re just getting started with advisory or looking to scale it across more clients, this fast-track programme shows you how to turn the VFD Business Overview Report and Business Growth Model into high-value client conversations.
What You’ll Learn
In just 3 weeks, you’ll be guided through a step-by-step approach to:
Use VFD's most powerful “light-touch” tools with confidence
Position insights around valuation, growth, and planning
Open the door to deeper, strategic engagements with clients
Identify ideal clients for further advisory support
Programme Breakdown
Who Should Join?
Accountants in Practice
Client Managers & Advisors
Firms exploring advisory
How It Works
- 3 Live Zoom sessions (one per week, 2 hours each)
- Hands-on walkthroughs of Business Overview and Growth Model
- Practical examples and conversation frameworks
- Includes 14-day free access to VFD Pro – Advisory Edge
Bonus: We’ll run a Client Advisory Assessment across your client base to identify priority opportunities for advisory support and upsell
Tools You'll Use
- Business Overview Report (BOR)
- Business Growth Model (BGM)
- Client Advisory Assessment Model (CAAM)
- ROI Calculator
What Happens Next?
After the 3-week programme, you’ll have:
- A proven, repeatable method to deliver light-touch advisory
- Real client insights using your own data
- A tailored opportunity map from your Client Advisory Assessment
- The option to continue into the full VFD Mastery Programme or join our ongoing Mastermind
Upcoming Cohort
Live online – Starts 25th February 2026
Limited spaces available to ensure quality interaction.
Investment
£385 + VAT
Includes live sessions, downloadable tools
Plus 14-day access to VFD Pro Advisory Edge
