Robert's Site

I'm Robert Cooper, and I've spent over two decades building a highly credible and demonstrable track record in delivering fee income and continue to do so. I like to practice what I preach. You absolutely don't have to listen to me at all - but I know what works and understand what it takes to win clients - especially those from the most difficult starting point: cold.

This course is for partners, senior management and highly ambitious up-and-coming accountants across service lines including audit, corporate finance, tax and accounting services.

The course is broken down over 9 stages, over 50 videos and around 6 hours of material in total. Each video is usually no more than 5-7 minutes long and you can work through the programme in your own time, implementing as you go.

Fundamentally, the purpose of the course is to help you land fee income. However, many different elements need to ​come together to achieve this. That involves having the right mindset, developing a strategy, crafting a profile, ​introductions, more confidence in networking skills, building referral networks and more. Whilst practical BD and sales ​techniques strongly feature, the Trusted Advisor OS is far more than that.

Yes, absolutely. If you are already generating fee income and want to make incremental but impactful improvements to increase that further, then this course is designed for you.

My view is that access to highly practical and effective experienced-based skills that help accountants become better at winning clients, should not be restricted due to costly fees that are traditionally associated with training in this sector.

I don't rely on studio grade filming, big marketing campaigns or expensive product costs. The Trusted Advisor OS is simply a distillation of 20 years of experience in winning clients - broken down into 9 stages of highly practical, experience-led material that you can immediately begin putting into practice.

For an accountant (and most other professionals), the term "Trusted Advisor" represents the pinnacle. Just having some sales skills, a known profile or lots of connections doesn't necessarily mean you will reach that point. Becoming a Trusted Advisor is the result of multiple strands coming together and having the market understand what you are about, who you help and how, and them knowing that you are the best person to solve their problem or to realise an ambition.

No, the material is completely relevant regardless of the size of the firm you work in.