Grow Your Advisory Services: Build, Launch and Consolidate
Deploy a proven advisory strategy to consistently grow recurring advisory fee income.
Build and grow a profitable advisory service with practical training, the VFD toolkit and support to turn client opportunities into ongoing advisory work.
Is Mastermind right for you?
Whether you are building an advisory offer or improving one you already deliver, the programme helps you put the tools, skills and support into practice.
Accounting practices
Develop advisory services beyond compliance and deepen existing client relationships.
Fractional FDs and CFOs
Build a more consistent way to win, deliver and grow client engagements.
Business advisors
Add financial insight, planning and ongoing support to your client offer.
Your 12-Month Mastermind Journey
What you can achieve through the VFD Mastermind Programme, supported by the VFD toolkit, training and 1:1 support
Click on 1, 2, 3, 4 to discover what you'll achieve in each phase.
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
Mastermind members frequently recover their investment from just one advisory client.
The VFD Mastermind Programme is £499 per month, excluding VAT, for up to three delegates. Follow a structured 12-month roadmap to build, launch and grow recurring advisory fee income, with monthly milestones, training, mentoring, peer support and unlimited use of the VFD tool suite during your first 12 months. View VFD Programme options and pricing .
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.
