Whether you're just launching your practice or you're already well-established, imagine transforming your business by creating a high-ticket advisory offer that your clients can’t resist—
no more endless hours of compliance work or struggling to stand out in a crowded market.
She was a bookkeeper with a loyal client base but was constantly overwhelmed by the workload and frustrated by the low fees she was charging. She believed that to offer advisory services, she would need to learn complex financial strategies or become a certified consultant. But when we sat down together, I showed her how to lean into the skills she already had—skills she was already using every day.
She was helping them understand their cash flow, guiding them on how to save on taxes, and even offering strategic advice on how to grow their businesses. All she needed was the right framework to package these insights into a premium advisory offer.
Within a few weeks, Sarah launched her advisory services using my Advisory Ascend™ Framework.
She didn’t overhaul her entire practice or learn new skills; she simply repackaged what she was already doing —
He felt stuck, offering the same services he’d been providing for years, but struggling to differentiate himself in a competitive market. Michael knew he had more to offer, but he didn’t know how to make the leap to high-ticket advisory services.
Using the Advisory Ascend™ Framework, Michael repositioned his expertise and launched a high-ticket advisory service that allowed him to work with fewer clients at a much higher price point.
Secure your spot today and gain immediate access to the full masterclass.
This focused, 60-minute training is packed with actionable insights you can implement immediately to start building and selling your high-ticket advisory offer—whether you’re just starting out or you’re already a seasoned pro.
Walk away with a clear, actionable plan to create and sell an advisory offer that can elevate your practice to new heights, regardless of where you are in your journey.