What the build involves
Positioning, a researched prospect list, a website, CRM and calendar, four campaigns, an offer and price, a sales conversation, onboarding, session plans and renewals.
Could you build it yourself?
You've got the experience. With enough evenings, you could build the website, prospect list, campaigns and systems on your own. The real question is whether that's the best use of your time.
The honest answer
Building a practice yourself costs little in cash and a lot in time, while client work waits.
Positioning, a researched prospect list, a website, CRM and calendar, four campaigns, an offer and price, a sales conversation, onboarding, session plans and renewals.
Months of evenings and trial and error. Every week in the garage is a week you aren't talking to owners.
We build it around your experience and get your campaigns live within 10 days. Your time goes on replying, selling and advising.
Side by side
On your own
What we do
What we build
Your campaigns go live within 10 days of onboarding. Everything is built by day 30.
We build
Your one jobReply to the owners who respond.
We build
Your one jobHave the conversation.
We build
Your one jobAdvise.
Investment
The four-month build
£2,500 a month for four months
or £10,000 upfront
After four months, Trusted Advisor OS is optional at £495 a month.
Give it 60 days. If it isn't right for you, stop paying. If you paid upfront, we give you £5,000 back. You keep your blueprint, so nothing you've done is wasted.
We don't guarantee clients or income. Nobody honest can. We aim for your next high-value advisory client within 90 days, and work alongside you to get there.
Questions
Plenty of people could. It comes down to time. If you love building cars, build one. Most advisors would rather drive.
Three things only you can do: reply to prospects, have the sales conversations and advise your clients. Trust can't be outsourced, so those stay with you.
To get it going, at least 5 hours a week. We build the practice, so your time goes on replying to owners, sales conversations and, once you've signed clients, advising them.
We start 10 builds a month
Book a call with Pam. She'll tell you honestly whether you'd be better building it yourself.
Book a call with Pam
If you're still weighing this up — ask. We'll tell you straight.