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Focusing on bringing in more business without first determining the right business negatively impacts both client relationships and firm member retention. Let’s approach business development with a strategic, advisory mindset. The Advisory Business Development program will help you acquire the skills needed to better serve clients and achieve financial success. We’ll provide coaching on BD skills so business development becomes repeatable, your BD practice becomes more efficient and enjoyable, and you can focus on helping clients with their top goals and issues.
High-performing firms know profitable growth is critical to firm success—but not all growth is created equal. Focusing on bringing in more business without strategically determining the right business negatively impacts both client relationships and firm member retention.
Who wants to bring in more clients and lose your best clients and firm members in the process?
Let’s focus on the right type of growth.
“I enjoyed the presentation as it was about being a better business person overall, rather than just being a better accountant, and the words of wisdom really resonated with me. I particularly enjoyed the segment on challenging ourselves versus staying too comfortable.”
Pre-work materials will help you assess where and how you are currently investing advisory time. When you register, you’ll gain access to an online questionnaire to gain insights on the greatest opportunities and obstacles facing your firm. You will identify key client and pre-client relationships to ensure BD time is spent efficiently. Based on your pre-work, you will create a plan for improving individual skills.
Your firm will receive access to a Best Practices in Business Development session that can be shared with anyone in the firm. This session will summarize key principles and takeaways and qualifies for one hour of on-demand BD training.
Four two-hour sessions will teach advanced business development concepts. Each virtual session will include both proven processes and guidance on practical application. All sessions will be recorded so you don’t miss anything.
Tuesday, July 15, 2025: Creating a Wise Growth Culture and Investing BD Time, Energy, and Focus
Friday, August 8, 2025: Building Meaningful Relationship
Tuesday, August 19, 2025: Creating a Client-Centric Focus
Wednesday, September 3, 2025: Creating a Client Centric Focus & Path to Succes
To evaluate key client and pre-client progress, participants will provide an update on identified pre-program pursuits to ensure accountability and to track program results.
To ensure ongoing skill mastery and accountability for the goals set, your firm participants have the option to meet with Heath for four one-hour virtual, hands-on coaching sessions.
During these sessions, your team will focus on critical business development skills, client and pre-client strategies, and real-world pursuits.
Additional Cost: $4,000 for up to 10 participants per group
This program is ideal for managers, senior managers and partners who want to be more intentional while finding, growing, and retaining clients advantageous to their firm. Participants should be prepared to master business development skills and improve their advisory approach to client relationships.
Heath will use a combination of presentation, peer-to-peer sharing, and firm coaching to provide a step-by-step guide to creating a successful advisory process.
The program follows a three-step process for developing a customized business development plan based on an advisory approach. The curriculum includes pre-work to be completed prior to the first session, and four two-hour interactive webinars.
Three optional two-hour mastery coaching sessions require an additional fee.
The program is limited to 10 firms.
We’re confident that Advisory Business Development will be of immeasurable value to you. Like everything we do at Upstream Academy, this program is unconditionally guaranteed to your full satisfaction. If you’re not completely satisfied, we will, at your option, either waive your fee or accept that portion of the fee that reflects your level of satisfaction.
