Workshop Offerings

The following workshops are recommended for new or experienced advisors.

Advisor Workshop

Develop Your Own Client Delivery System™

Learn more about the components of an effective Client Delivery System and begin working on building your own CDS. In this session, you will:

  • Learn the importance of and view current examples of an effective CDS.
  • Take inventory of your wisdom base.
  • Begin work on your own CDS.
  • Gain access to ongoing support as you complete your CDS.

Building a CFO Services Business Workshop

How do you build a successful advising business? In this workshop, you will learn:

  • The six models for a CFO services business.
  • How to develop and nurture long-term client relationships.
  • The case for value pricing.
  • The key to relationship-selling.
  • How to overcome the fear of plunging into a new career as an independent advisor.

For times and locations of upcoming workshops, email