Make The SHIFT™ is a month to month membership program starting from $499AUD/month.  You are free to cancel at any time. A discount is offered for a paid upfront version of the training and the minimum term for that plan will be specified clearly when you take up that offer.

In many ways, accountability is the key ingredient.  It’s one thing to attend a training event, get really excited about what you have learned, and have a million plans to incorporate that learning into your workplace and life.  It’s quite another to actually implement what you have learned. Make The SHIFT has been deliberately designed to make it easier for you to hold yourself accountable. In addition to the online learning, we offer an open forum for you to brainstorm, solicit feedback, share stories/challenges (good and bad), and support each other daily. Experts are also actively involved in the forum each day to ensure that you get the help you need to push through any real (or perceived) roadblocks you might face when making the SHIFT™.

You can make the decision to add advisory to what you already do for your clients at any time. The advantage of adding advisory now in the early stages of your practice is that you will have a lot of time to spend with your existing clients, getting to know them, what is important to them and the problems that worry them and keep them awake at night. From there, you will be in a great position to help them grow profitably and add real value to the whole business. And once you have done that, it will be easy to get testimonials and referrals – you will find that your practice and confidence both skyrocket from there.

Yes, it’s a closed group for members only.  Feel free to search for us on Facebook — Make The SHIFT.  If you are a member, we will invite you when you sign up…or if you beat us to it, we will accept your request to join!

The regulations around financial planning or advice related to financial products/services do not apply to advisory services.  Exemptions are provided for most activities relating to setting up, operating, administering and selling a business, including advice on how to manage business risks. No additional formal qualifications or technical skills are required for you to begin offering either business coaching/consulting or advisory services.  However, the skills required to excel in advisory services are soft skills — you will be learning how to command leverage and influence with your clients.

Advisory services are a natural part (and extension of) what you already do to ensure that the information that goes into the cloud accounting package of your client is complete and accurate. You already have a deep understanding of how your client operates, and in many cases, HOW they could do that more productively, effectively, and successfully. Advisory is merely the final component that allows you to monetise all of that knowledge by providing holistic advice and insights that influence your client to take action.

The risk of litigation for compliance work and advisory services is quite different.  With compliance, clients usually approach you and you are in control of, and responsible for, getting the job done correctly and on time.  In many ways, advisory is already a natural part of, or extension of, what you do (or could be doing) with your clients to help them succeed.  With advisory, your role is to deliver insights so that your client can ask better questions, make better decisions and step up as a leader.  Ideally, you will collaborate with them and influence/empower them to make decisions and take action. It is not your role to “do the work”, the onus is clearly on your client to make decisions and take action. Therefore, you cannot guarantee that any action taken by them will have a positive impact. It is impossible to predict the future or anticipate all factors that will impact on results.  It is however prudent to inform your insurer that you will be providing advisory services and/or that your income has materially increased as a result of adding an additional revenue stream

Please allow one to two hours each month to attend and prepare for the webinars and videos. You will also want to set aside another two to four hours for reading and follow up homework or exercises.  You are also welcome to participate in the Facebook group each day if you have questions, want feedback, or accountability/support. You will also be invited to answer quizzes to test your knowledge. The quizzes for each  module must be completed and graded by an instructor before you can move on to the next module. Each module is designed to help you go out into your practice and use the skills you have learned immediately with your clients in a work capacity. So while you are developing and mastering these skills, you also have an opportunity to turn them into revenue generating services immediately.