Advisory Playbook
Learn & master practical advisory techniques to deepen client relationships, deliver higher-value insights, and grow a more profitable advisory practice.
1. What to Expect
2. Why “Advisory” Matters
3. The Smarter Advisory Process™
4. Getting Started
5. What does progress mean to you?
6. How to Identify Your Ideal Clients
7. Identify Progress Ideal Clients Want to Pay For
8. How to Bundle Progress into Service Packages
9. Create Objectively Good Pricing
10. Who Should You Price First?
11. How to Reach Out to Targets & Prospects
12. How to Do Discovery
13. How to Price a Client
14. Optimize Your Conversion Rates
15. Smart Onboarding Steps
16. Control Scope
17. The SmartPath Growth Framework
18. The SmartPath Scale Framework™
19. The Smarter Acquisition Model™