Advisory Ready - Webinar Series

Supporting practices wishing to develop and enhance their ‘Advisory’ services VFD Pro offer a series of webinars.

Client Advisory Assessment Model

The VFD CAAM Process: a simple, logical 3 step process enabling you to identify and engage with clients who need and can pay for help before it’s too late…

Client Discussion Model (CDM)

The Client Discussion Model helps you identify ‘opportunities’ and ‘issues’ whilst building a meeting agenda with supporting management information, facilitating higher value client discussions.

Strategic Planning Model

This new model combines three Business Growth Advisory models, ensuring consistent assumptions are applied throughout the planning process.

Forecast & Funding Proposal Model

Explore the ultimate tool for all your forecasting requirements. The model can be used to generate a comprehensive five-year three-way forecast and a CAMPARI compliant Funding Proposal.

Business Development

Explore the critical elements of a targeted Business Development process to identify and get in front of your ideal potential clients to present your proposition in the most compelling way possible, ending up with an optimal scope and agreed fee structure.

Are You Ready For Advisory?

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Testimonials

Survive, Thrive, Scale and Exit Successfully

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  • Understand your business’ valuation at all times
  • Identify opportunities to increase profitability
  • Systematically increase Scalability and Exit Readiness
  • Optimise Working Capital and Cash Flow utilisation
  • Strategic Planning and comprehensive 3 way forecasting