Frequently asked questions

The course is designed for professionals in firms such as accountants, lawyers, consultants, surveyors and advisers who want to build stronger client relationships and win more work.

You get ongoing access to the course materials for as long as your account is active. If the offer changes in future, existing members keep the access they purchased.

Each stage contains short video lessons, transcripts, practical worksheets and downloadable resources you can apply straight away.

No. Access is for one individual. If you want to buy several places for colleagues, contact us for a team licence.

Popular topics include becoming a trusted advisor, referral skills, confident networking and building a professional profile. Sessions can be tailored to your audience.

I am based in Newcastle / North East England and travel throughout the UK for speaking and workshop engagements.

Talks can be 30–60 minutes. Workshops and away-days range from half a day to a full day, depending on your goals.

Yes. Every session is designed around your audience, sector and the behaviours you want to develop.

A typical programme combines workshops, accountability, practical assignments and coaching over several months to embed the Trusted Advisor OS.

Programmes are usually designed for a cohort of 6–20 professionals. Larger firms can run multiple cohorts.

Yes. Elements can be delivered in person, online or as a blend, depending on what works best for your team.