12 months to build, launch and grow your advisory service
Build a clear advisory strategy, develop the confidence to deliver it and create a service that grows profitably.
Your 12-Month Mastermind Journey
What you will be able to achieve, supported by the VFD toolkit and 1:1 accountability
Select each phase to see what you will achieve, supported by the VFD toolkit and 1:1 accountability.
Define Your Strategy
Build Confidence and Expertise
Put It Into Practice
Refine and Grow
Define Your Strategy
Set the foundations for a successful advisory practice by creating a clear strategy, identifying early opportunities, and applying the methodology within your own firm.
Clarify your strategy and create a focused 12-month growth roadmap
Apply the VFD methodology within your own practice and business
Define your advisory proposition and the clients you want to serve
Identify immediate opportunities to generate fees from existing client relationships
Work closely with VFD to maintain focus, momentum and accountability
Build Confidence and Expertise
Develop the skills, confidence and practical expertise needed to lead advisory conversations, deliver valuable client support, and convert opportunities into fee-generating engagements.
Deepen your understanding of client challenges and growth opportunities
Learn how to structure and lead valuable advisory conversations
Build confidence using forecasting, planning and decision-making tools
Deliver the right level of support for different client needs
Convert client needs into clearly scoped advisory opportunities
Put It Into Practice
Apply the advisory methodology with real clients by delivering meaningful insights, driving action and accountability, and refining your approach through practical experience.
Convert advisory conversations into active client engagements
Give clients clearer performance direction through meaningful reporting
Lead focused review meetings that drive decisions and accountability
Keep performance aligned with plans through regular monitoring
Refine and improve delivery through feedback and continuous learning
Refine and Grow
Create a scalable advisory practice by embedding consistent delivery, building team capability, strengthening client relationships, and establishing the foundations for long-term growth.
Deliver a consistent and repeatable advisory experience for every client
Build the team, capability and capacity to scale delivery
Grow recurring fees through deeper client relationships and referrals
Expand conversations into business value, succession and exit planning
Review progress and create the next stage of your growth plan
Define Your Strategy
Set the foundations for a successful advisory practice by creating a clear strategy, identifying early opportunities, and applying the methodology within your own firm.
Clarify your strategy and create a focused 12-month growth roadmap
Apply the VFD methodology within your own practice and business
Define your advisory proposition and the clients you want to serve
Identify immediate opportunities to generate fees from existing client relationships
Work closely with VFD to maintain focus, momentum and accountability
Build Confidence and Expertise
Develop the skills, confidence and practical expertise needed to lead advisory conversations, deliver valuable client support, and convert opportunities into fee-generating engagements.
Deepen your understanding of client challenges and growth opportunities
Learn how to structure and lead valuable advisory conversations
Build confidence using forecasting, planning and decision-making tools
Deliver the right level of support for different client needs
Convert client needs into clearly scoped advisory opportunities
Put It Into Practice
Apply the advisory methodology with real clients by delivering meaningful insights, driving action and accountability, and refining your approach through practical experience.
Convert advisory conversations into active client engagements
Give clients clearer performance direction through meaningful reporting
Lead focused review meetings that drive decisions and accountability
Keep performance aligned with plans through regular monitoring
Refine and improve delivery through feedback and continuous learning
Refine and Grow
Create a scalable advisory practice by embedding consistent delivery, building team capability, strengthening client relationships, and establishing the foundations for long-term growth.
Deliver a consistent and repeatable advisory experience for every client
Build the team, capability and capacity to scale delivery
Grow recurring fees through deeper client relationships and referrals
Expand conversations into business value, succession and exit planning
Review progress and create the next stage of your growth plan
1:1 VFD Support &
Accountability Throughout
Accountant in Practice – UK
AMAZING PROGRAMME
The VFD Mastermind Programme has given me confidence to secure additional fees of £24,000 per year from just one client.
