Practice tools
Coming soonAdvisory Services Starter Kit
The pieces needed to launch a paid advisory offer at an existing firm: the offer menu, the pricing, the pitch, and the first deliverable templates.
Moving from compliance to advisory usually stalls at the packaging stage. This kit covers the packaging with a menu of four defined advisory offers with suggested price ranges, a discovery worksheet to match clients to offers, and proposal templates for each.
The kit also includes the first three deliverable templates, a monthly advisory meeting agenda, and a guide to the first ninety days of selling advisory to current clients. Built for firms doing compliance work today that want recurring advisory revenue this year.
What's included
- Four defined advisory offers with pricing
- Client discovery and matching worksheet
- Proposal templates for each offer
- Monthly advisory meeting agenda
- First 90 days launch guide
Review before use
These are templates, not legal, tax, or insurance advice. Have your attorney review any policy, engagement language, or client agreement before you use it, and check with your insurance carrier that it fits your coverage. Terms and conditions
$99
One-time purchase. Worksheets, templates, and guides in one pack.
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Use the files with unlimited clients at your firm. Purchases are covered by our terms.