Stepping Into Advisory ~ Masterclass Series

The Journey To Advisory

Hear from Profit First Professionals about their journey from professional to advisory, and the strategies you can take away and implement yourself in our interview with  Craig Minter and Katie Crismale-Marshall.

How To Transform Your Business into one that you LOVE!

Are your business foundations different to the day you started?
Are you ready to transform or transition your business?

This insightful masterclass by Iesha Delune will help you navigate the path of transformation. She also lets you in on a secret (shhhh!), in order to implement long term sustainable change, you must be authentic to your core values and beliefs in order to get the most out of your business.

You will need to ask yourself some confidence building questions:

• What do you love doing?
• What outcomes do you love delivering?
• What do you find depleting and draining?
• What is inspiring and energising?

Once you have the confidence to be yourself, and trust your own instincts your business decisions will flow seamlessly, Iesha will explain how this works in more detail…

How To Increase Prices Without Upsetting Clients

In this masterclass we unpack all things related to the age old question… How can I increase my prices without upsetting my customers? And yes, it is possible.

By following along with Laura and her strategies on how best to go about implementing your new pricing structure you can essentially pull off the bandaid (with the least amount of pain squinting as possible!) and start seeing those profit margins soar.

There is some homework you will need to do prior to the increase the success in your rollout, to ensure the best for your business. Laura will take you through these step by step.

You may even find that you are scared of losing customers if you increase your prices, or asking yourself when is the best time to implement these changes – rest assured, these fears and questions are all tackled in this class.

Outsourcing To Step Into Your Zone Of Genius

Are you ready to step into your zone of genius, and concentrate on the things you love to do? In this video VA Agency Owner Michelle Tolhurst shares her tips and strategies for outsourcing.

Perhaps you have a fear of letting go? This will be addressed

Perhaps you are not sure what tasks to outsource? This will be addressed

Perhaps you are unsure where to look for the right people to help you? This will be addressed

Perhaps you are unsure about how to manage expectations for both you and your new team member? This will be addressed

Be prepared to feel the weight lifted off your shoulders effective immediately when you implement the strategies that Michelle is sharing with you.

Marketing Masterclass with Matt Wilkinson

Bookkeeping and accountancy marketing guru Matt Wilkinson shares an informative session that also includes practical strategies to get your marketing up and running in some very simple steps. Including:

1. Define your ideal client, and ensure you can attract and maintain their loyalty to your business
2. Define your success
3. Create a simple and effective marketing campaign

We know you will enjoy this masterclass and be motivated to start or reinvigorate your marketing journey!

Profit First Panel Session

Watch the insightful panel session with several Australia/NZ Profit First Professionals where they share their personal stories of:

• How they become an Advisor
• Why they chose to become Profit First Professionals
• What Profit First has done for their business

And so many gold nuggets of wisdom for other Finance & Business Professionals considering stepping into or offering advisory services to clients, or for those considering becoming a Profit First Professional.