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Client Advisory Services Practice Roadmap: The Cherished Advisor® Step-by-Step Program
October 28, 2022 - December 14, 2022
Offered in partnership with Amy Vetter of the B3 Method Institute, the Client Advisory Services Practice Roadmap – The Cherished Advisor Step-by-Step 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.
The CAS Roadmap program is a 12-month journey that 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 in 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 with 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.
For more information about the CAS Roadmap program, please contact Robin Brothers at robin@TheRainmakerCompanies or Amy Vetter at email@example.com.