Course curriculum

    1. What Advisory Is (and Why It Matters Now)

    2. The 6FB Advisory Framework: The 5 Steps (and What You’ll Deliver at Each One)

    3. The 6FB Advisory Framework (Summary)

    4. The 6FB Advisory Workbook

    5. Track your starting point

    1. About this training

    2. Confidence Training with Catherine Morgan

    1. Step 1: Reconcile & Review (Part 1) — Bank Proof, Key Journals, Tax Provision & Fixed Assets

    2. Step 1: Reconcile & Review (Part 2) — Stock, Debtors/Creditors & Control Accounts

    3. Reconcile & Review Resource Pack, Spreadsheet, Schedules and Checklists

    1. Step 2: Insights & Reporting — How to Find 3–5 Talking Points From the P&L (and Turn Them Into a Client Check-In)

    2. Insights & Reporting Resource Pack, Dashboard, Meeting Prep, Email and Checklists

    1. Step 3: Forward Planning — Cash Flow, Savings Pots, and Helping Clients Feel Certain About the Future

    2. Forward Planning Resource Pack, Snapshot, Savings Plan and Deadlines

    1. Step 4: Strategic Quarterly Conversations (Part 1) - Sales, Pricing, Expense Audit, Payment Strategy

    2. Step 4: Strategic Quarterly Conversations (Part 2) - VAT, Business Structure, ROI, Insurance Review

    3. Strategic Conversations Resource Pack, Agenda, Email, Preparation pack, Question Bank, ROI calculator

About this course

  • 33 lessons
  • 7.5 hours of video content