Turn Up the Value

Cashflow Is the Advisory Product

Sponsored by Relay

Chances are you’re already answering cash flow questions on client calls. You’re just not charging for it. This session shows you how to turn those conversations into a paid advisory service, using a simple framework built on visibility, behavior, and forecasting. Learn how to price it as its own service tier and bring it up with existing clients without it feeling like a sales pitch. Plus, unlock the one question for every client review that opens the door to more advisory work.

This session corresponds to pages 32–38 in the workbook.

Moving Change Forward in Your Firm

Sponsored by OnPay

Change is hard. Getting your team and clients to change with you is even harder. Get it wrong and clients stall, ask to go back, or walk away. This session borrows ideas from product adoption to show you what drives people toward change and what holds them back. Learn how to get your team aligned before the client conversation, and hear how real firms brought clients along without losing them. Then apply it to a change you’re making right now.

This session corresponds to pages 42–46 in the workbook.