Client Advisory Services Roadmap – The Cherished Advisor Step-by-Step Bootcamp Program | Fall 2022
October 28 - December 14
Offered in partnership with Amy Vetter of the B3 Method Institute, the Client Advisory Services Roadmap – The Cherished Advisor Step-by-Step Bootcamp Program is designed for owners, managers and accounting professionals at accounting practices to help them build a plan to successfully grow and scale a client advisory practice. Up to three participants from each firm are included with each registration, such as a Managing Partner/Program Champion, a CAS Leader and a Business Development/Marketing representative. Rainmaker members benefit from a special $500 discount for the CAS Roadmap program.
This live, online, step-by-step Client Advisory Services Roadmap – The Cherished Advisor Step-by-Step Bootcamp Program (‘CAS Roadmap Program’) is an integral part of a new Rainmaker initiative to support accounting firms wanting to create and grow a client advisory practice. Through an integrated model of CAS-specific training and development programs, a dedicated CAS track at the 2022 NicheWorks conference, and ongoing membership and collaboration in the Rainmaker CAS community (launching 2023), CAS leaders can put the power of client advisory services to work in their practice. Stay tuned for further information!
The CAS Roadmap program is a 12-month journey which begins with a 6-week CAS Roadwork workshop training program. During the workshop series portion, participants join weekly workshop sessions to learn the key building blocks for creating and scaling a CAS practice as well as how to manage their CAS practices so they can spend more time with their clients being a strategic partner to their client’s business. Participants will build a 12-month CAS business plan to set the foundation for accelerating the transformation and future growth of their own client advisory practice. The 12-month CAS plans will be shared wth all participants in the final week 6 workshop. From week 7 through to completion of the CAS Roadmap program, the emphasis shifts to implementation. accountability, peer-to-peer discussion, and shared learning of best practices. Quarterly 1-hour group coaching sessions as well as 30-minute 1:1 coaching sessions are an integral part of this part of the journey.
Amy Vetter has devoted her career to helping thousands of accounting professionals learn from my entrepreneurial mistakes and successes. “I’ve saved accounting firms literally years of time by helping them build a successful advisory practice by creating a solid foundation for their business and using the right technology front the get-go.” Rainmaker is excited to partner with Amy Vetter and the B3 Method Institute to bring Amy’s experience, expertise and tools to our members.
Speaker(s) / Presenter(s):
15 CPE hours. Live participation in sessions is required to earn CPE credits.
Field of Study: Management.
$3,000 per firm. Rainmaker members receive a special $500 discount. Use discount code ‘Rainmaker’ during registration.
The registration covers up to three participants per firm.
Week 0: 10/28/2022 | 1:00pm – 2:00pm EST | Meet & Greet
Week 1: 11/3/2022 | 1:00pm – 2:00pm EST | Beginning Your Cherished Advisor Journey & Selecting Your Niche
Week 2: 11/9/2022 | 1:00pm – 2:30pm PT EST | Communicating Your Purpose & Website
Week 3: 11/15/2022 & 11/16/2022 (Note: TWO sessions) | 1:00pm – 2:00pm EST | Creating Technology Your Platform & Process
- Session I, Week 3 | 11/15/2022 | 1:00pm – 2:00pm EST
- Session II, Week 3 | 11/16/2022 | 1:00pm – 2:00pm EST
Week 4: 12/1/2022 | 1:00pm – 2pm EST | People, Internal Process & Client Onboarding
Week 5: 12/7/2022| 1:00pm – 2:00pm EST | Pricing, Marketing & Sales
Week 6: 12/13/2022 & 12/14/2022 (Note: TWO sessions) | Creating Your Client Advisory Services Practice Roadmap – Presenting Business Plans to the Group
- Session I, Week 6 | 12/13/2022 | 1:00pm – 4:00pm EST
- Session II, Week 6 | 12/14/2022 | 1:00pm – 4:00pm EST
Week 7 – Program Completion: Share & Finetune Your 12-Month CAS Roadmap journey & Grow Yourself and Your CAS Program Further through Quarterly Group and 1:1 Coaching Sessions
For more information about the CAS Roadmap program, please contact Robin Brothers at robin@TheRainmakerCompanies or Amy Vetter at firstname.lastname@example.org.