A major key to success when it comes to giving business advice is to 'keep it simple'.
Here's how to do it.
Use simple concept diagrams and ready reckoner financial tables to help clients understand what drives profit and cash flow in a business.
Support this with easy to use software to 'crunch the numbers' and show the effect that small changes in the drivers of profit and cash flow will have on the business.
Get 1 on 1 training to learn how easy it is to advise clients on getting the results they want in their businesses.
Here are 7 compelling reasons why you should be giving clients simple business advice.
You will have the necessary tools and skills in 30 days or less
You will have the confidence even if you haven't done it before
Your clients will be super impressed with the simplicity and value of your advice
You get the benefit of my 20+ years of business advisory experience during your training
You get 1 on 1 training and coaching sessions with me and not a salesperson
You pay a 'once only' price so no monthly ongoing fees.
Split payment option available for all Programs
Free Advisor Training Series:
"The Entrepreneurial Cycle®'
Click on the image to the right to get instant access.
'Tthe Entrepreneurial Cycle® of Client Development'
Complete your details below to gain instant access to your free video training series.
We value your privacy and would never spam you
Richard Hinz FCPA, Presidential accounting, Maudsland, Qld.
I have been exploring various options/programs over the past few years ...
My biggest concerns were the astronomical cost of the programs ...
Kerry’s simple to use process is a great way to get started ...
I am excited to learn more from Kerry so that I can start being a truly valuable adviser to my clients.
Daniel Odd, FCPA, Accounting Perspective, Ringwood, Vic.
While I have accumulated numerous tools over my career (some good, some not so good), I have always struggled with how to present these in a conversation with a client ...
Your visual guides are the link that I have been missing ...
I have already two clients in mind who I must call to have a discussion with.
Alan Elphinstone FIPA, INPAT Accountants, Sunnybank Qld
“I recently attended a workshop presented by Kerry King titled ‘Tax Accountant to Business Adviser’. Something I have been trying to achieve … I was most interested in the methods Kerry suggested on how to present the ‘Business Adviser’ rather than “Tax Adviser” to the client.
I implemented one of these ideas to a client 2 weeks later and instantly doubled his fees to me for the year. More importantly, he talks to his friends about me not as a tax accountant but as a business adviser.”
Tracey Loubser FIPA, Confident Cashflows,
I have been pretty successful selling SME’s into a $12k-24k annual financial performance package, but have always been on the lookout for some sort of smaller ½ Day type, taste test workshop / package. I have found that trust increases dramatically when some sort of money is “put on the table”, even if it’s a small amount.
Kerry’s standardized visuals and Profit explorer templates are a great first step, which is going to now be continually included in my “sales process” to prospective customers. Great work Kerry.