The Business Advisor Academy
Your Pathway To Building A Profitable Advisory Business
Are you a finance professional who feels trapped in the exhausting grind of compliance work – overworked and undervalued?
You’re not alone. Many finance professionals like you struggle to see a way out – but there is a smarter, more profitable path forward.
Imagine working with 10-20 premium clients, delivering strategic advice that drives real impact. Taking home 60-80% profit margins.
Cutting your delivery time down to just 10-12 hours a week.
And finally, earning what you deserve – £100k, £200k, or even £500k+ per year – without sacrificing your personal freedom.
Welcome to The Business Advisor Academy, where you can finally break free from the reactive, low-margin world of compliance and transform your business – and your life.
In just 6 months, we’ll guide you on a journey from technician to transformational, high-value business advisor.
Does One of These Sound Like You?
Paul
Paul has built a successful firm with high turnover, serving a long list of compliance clients. But with a large team constantly stretched thin, he’s created what we call a Monster Business. His days are consumed by managing staff, reacting to client demands, and constantly putting out fires to meet deadlines. The revenue may be high, but Paul often feels like he’s running on fumes, missing out on family time, and struggling to keep his team motivated amid the chaos. Paul knows that he needs to create an advisory offer and wants help packaging it in a scaleable way and differentiating it in the marketplace.
He wonders, “What will my business look like in 5 or 10 years? Will it help me leave the legacy I’ve always dreamed of, or will it burn me out before I get there?”
Jessica
Jessica has built a stable firm and hit a financial ceiling, bringing in £200k a year with a small team. She wants to grow but sees her only option as adding more compliance clients and hiring more staff, which means longer hours and less freedom. Jessica is already feeling the strain of constant client communication, limited time for herself, and the pressure to stay on top of each client’s compliance needs. She over-delivers in meetings and gives advice away for free, and knows that she has to stop this and create an advisory offer that she can sell.
She’s on the verge of creating a Monster Business without realizing it, thinking “Is this the only way forward? Will earning more mean sacrificing my time, energy, and personal life?”
Nicola
Nicola is just starting her accounting business, and she’s determined to avoid the burnout and chaos she’s seen in others. She wants to build a successful practice but dreads the idea of being stuck in a compliance-heavy model, chained to endless deadlines and client demands. Nicola is unsure how to move forward without ending up in a Monster Business of her own.
She’s heard about offering advisory but doesn’t know where to start. She’s already asking herself, “How can I build a profitable practice that won’t take over my life? Is there a way to make an impact without sacrificing my freedom?”
The Problem With A Monster Business
The Monster Business is a model that devours your time, energy, and freedom the more you feed it, the more it demands.
You’re constantly reacting to client needs, juggling deadlines, and managing a growing team – all of which increase with every new client. You’re stuck in a cycle that leaves you overworked and undervalued, with less and less time to enjoy the success you’ve worked so hard for.
This isn’t why you started your business. You wanted to be valued for your expertise, working with clients who see you as a strategic partner/advisor, and build a business that gives you both financial success and personal freedom.
THE SOLUTION:
A Freedom Practice™
At the Business Advisor Academy, we’ve developed the Freedom Practice™ model, a complete system to help you escape the overwhelming demands of your Monster Business and create a business that works for you. This is your path to working smarter, earning more, and freeing up your time.
Imagine…
Working with fewer, high-value clients who genuinely appreciate your advice and expertise.
Earning more while working less, with fewer hours spent on client delivery and no more chasing after low-margin work.
Spending just 10-12 hours a week on delivery, freeing up your schedule to focus on growth, family, or personal passions.
Charging for your true value, and not just time, allowing you to finally take home the income you deserve.
Building a business that gives you control – no more being stuck in reactive mode, overwhelmed by deadlines and client demands.
Creating a lasting legacy, helping clients grow strategically and financially while freeing yourself from the endless grind of compliance work.
How Do We Do It?
This is not a typical coaching program it is an implementation program. Our approach is a structured (CPD accredited) certification process designed to take your unique expertise and transform it into a one-of-a-kind advisory offering.
Unlike other programs, which provide a one-size-fits-all solution, we help you extract the intellectual property (IP) that’s already in your head and package it into a service that’s completely unique to you. No one else will be delivering the same thing – your offering will be tailored to your skills, experience, and insights, ensuring you stand out in the marketplace.
It’s not just about learning generic concepts – you’ll actively do the work, get in depth verbal feedback and written guidance, refine your skills and offer until you’re confidently delivering high-value, custom advisory services that reflect your individual expertise.
Here’s how it works:
- Learning: You’ll be guided through our comprehensive curriculum, which teaches you the key principles, strategies, and methods needed to succeed as an advisor.
- Doing the work: You’ll apply what you’ve learned by creating your own advisory offer, practising delivery of advisory sessions, and setting up systems to implement within your business.
- Getting reviewed: Every piece of work you complete is reviewed in detail by our expert team, ensuring you receive strategic feedback to refine your offer and build confidence.
- Refining your skills: With our feedback, you’ll continue to improve your skills, talk about your services with ease, and deliver real value to your clients.
- Getting clients: the curriculum is designed so you build your advisory offering upfront, and then you can move quickly into marketing and sales – enabling you to sign clients and make back your investment early in the programme.
The whole process ensures that you’re not just learning, you’re applying new strategies and transforming your business step-by-step, so you’re working fewer hours for more money. You’ll build a flexible schedule that aligns with your personal goals and lifestyle, giving you the freedom to design your business around what matters most – this is the essence of a Freedom Practice™.
Your Journey To Advisory
A Taste of What’s Inside the Program
360 Avatar
Understanding your ideal client is at the heart of building a successful advisory service. The 360° Avatar process dives deep into identifying and connecting with your ideal clients, ensuring your services and messaging resonate powerfully. By identifying their specific challenges, needs and goals, you’ll become the trusted advisor they turn to. This foundational step sets the stage for the rest of the program ensuring your efforts are focused, impactful, and get results.
Productize Your IP
Turn your expertise into a signature advisory process that’s unmistakably yours. This stage is about building a unique, transformational and, trademarked system that clients can’t find elsewhere.
The Diamond Offer
Transform your unique advisory system into an offer that’s easy to sell and simple to deliver. We’ll help you build an irresistible offering that resonates with your ideal clients, solves their deepest problems, and positions you as their go-to advisor.
The Value Optimiser
Learn how to describe your value in a way that guides prospective clients to see you as the answer to their problems. You won’t need to chase clients—they’ll come to you, eager to work with someone who can help them achieve real results.
Deliver Advisory Sessions
Lead sessions that go beyond insights and empower your clients to transform their business and achieve their goals. Learn how to help them uncover actionable solutions to whatever their situation demands, keep them accountable and help them have mighty breakthroughs. Practice with your peers in our Advisory Buddy Sessions, to refine your approach and boost your confidence.
The Advisory Toolkit
Equip yourself with a complete framework for delivering advisory sessions with confidence. The toolkit includes the Advisory Hub™, where you can plug in client data and adjust key levers to help clients reach their personal and business financial goals. With resources for every stage, you’ll have everything you need to run impactful sessions and feel fully prepared as a trusted advisor.
Delivery Snapshots
Learn how to create tools, worksheets, and marketing your prospects and clients understand and love. With this knowledge, you’ll be able to attract and retain clients for years, maximizing their lifetime value and keeping your business stable.
The Audience Engine
Master our simple marketing strategies to build a steady flow of leads and opportunities. You’ll learn how to position yourself as an expert in your field, generating consistent inquiries from businesses that need your expertise. Never run out of things to talk and post about using our content twister and done for you content vault. Our marketing strategies can be applied by both introverts and extroverts.
The Audience Upgrader
We’ll show you how to attract clients who can afford your higher-value services, appreciate your expertise, and are a joy to work with. You’ll no longer have to deal with clients who drain your energy and don’t see your worth (vampire clients).
The Champagne Close
Say goodbye to proposal ghosting and clients disappearing after you’ve put in the work. We’ll teach you how to build strong relationships with prospects, close deals confidently, and turn leads into long-term, high-paying clients, and never be ghosted again.
Extra Curricular Courses
Business Advisor Skills Training
This comprehensive training equips you with the communication and interpersonal skills needed to become the advisor/partner clients trust and rely on. You’ll build confidence in guiding clients, leading sessions, and handling challenging conversations, all while learning to communicate with clarity and impact. With a focus on emotional intelligence, active listening, and coaching techniques, this training gives you the tools to build long-term client loyalty.
Build Your Confidence Series
This series includes four targeted workshops to help you fully step into the role of advisor: Boost Your Confidence with Values, How to Control Your Inner Critic, The 4 Core Beliefs for Unstoppable Confidence, and The Ultimate Confidence Workout.
Certified Professional Business Advisor™
Program Structure
We provide a 6 month, structured, step-by-step process to ensure you’re learning, implementing, and growing with confidence. Our goal is to equip you with the toolset, mindset and skillset needed to succeed as a high-value business advisor.
- Weekly Q&A Strategy Calls with Amanda: This is where the magic happens. These calls provide direct, tailored feedback from Amanda, giving you the kind of hands-on support you’d expect from a 1:1 session. You’ll receive personalised advice to fine-tune your advisory offer, ensure you’re progressing effectively, and get real-time answers to any challenges.
- Structured Curriculum With Check-In Points: Work through the curriculum in a linear order with regular check-ins to reflect on your progress. Your work will be reviewed and signed off at each stage, ensuring you never feel overwhelmed and always know the next step.
- Progress Tracker: A detailed progress tracker helps you monitor your movement toward certification and ensures you’re hitting all the key milestones to succeed.
- Peer-To-Peer Buddy Sessions: Practice delivering your advisory services with fellow participants. These sessions build your confidence, refine communication, and help you perfect your delivery before you meet with clients.
- Community Of Peers: Join a thriving community of like-minded finance professionals, offering collaboration, support, and valuable opportunities to learn from others’ experiences as you grow together.
- Bonus Workshops: Focused on key areas like communication, building confidence, and delivering advisory services, these workshops will help you sharpen your ability to speak with authority, present your services effectively, and confidently deliver high-value advice to clients.
What You’ll Walk Away With
You’ll walk away with:
- Certified Professional Business Advisor™ status, positioning you as a high-value expert in your field.
- 26.15 CPD points to support your ongoing professional development and maintain your accreditation.
- A unique, high-value advisory offering that is ready to present to clients – many members sign clients up while still in the programme.
- Clarity and confidence on how to market and sell to your ideal clients, with the tools to attract and secure high-paying, long-term relationships.
- Onboarding high value clients that pay you 1, 2 or even 5k a month for your advisory services.
- Access to our Proprietary Freedom Hub™ and Advisory Toolkit where you’ll have all the tools you need to deliver advisory services, including systems for forecasting, KPI tracking, and goal setting for your clients (all of which can be offered as stand-alone services)
Ready to Create a Freedom Practice™?
You’ve worked hard to build your business, but it doesn’t have to control your life. Imagine a smarter way to work – where you make more money, work fewer hours, and finally have a business that aligns with your goals and values. It’s time to leave behind the endless grind and step into a business model that works for you.
The Business Advisor Academy is your pathway to building a Freedom Practice™ – a business that not only gives you back your time but helps you create a lasting legacy. Whether you’re just starting to offer advisory services or refining what you already have, we’ll guide you every step of the way.
This is more than just a program – it’s a transformation. You’ll finally have the clarity, confidence, and support to grow a business that rewards you financially while giving you the freedom you deserve.
Join The Business Advisor Academy Today…
Take control of your future, leave the chaos behind, and build the business—and life—you’ve always dreamed of.
testimonials
Here’s What Some Of Our Clients Had To Say…
