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Trusted Advisor OS

The Trusted Advisor OS online course

A 9-stage system of practical lessons, tools and resources for professionals who want to build trusted client relationships and a reliable flow of work.

£397

One-time payment

What you get

60+ practical video lessons across 9 stages

Transcripts, worksheets and the Gameplan workbook

Protected player and member-only resources

The 9 stages

  1. 1Gameplan
  2. 2Mindset
  3. 3Strategy
  4. 4Profile
  5. 5Introduction
  6. 6Networking
  7. 7Referrals
  8. 8Deal Flow
  9. 9Nurture

Common questions

Who is the course for?
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.
How long do I have access?
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.
What format are the lessons?
Each stage contains short video lessons, transcripts, practical worksheets and downloadable resources you can apply straight away.
Can I share my login?
No. Access is for one individual. If you want to buy several places for colleagues, contact us for a team licence.

Ready to start?

Join the course today and get immediate access to the full Trusted Advisor OS.

Course videos are hosted in a protected player and are only available to signed-in, paying members. Transcripts and downloads are inside the course area.