Structured programmes
Multi-month business development programmes that embed the Trusted Advisor OS into the rhythm of your firm.
For firms ready to embed a system
A structured programme combines teaching, live coaching and accountability. It is designed for firms that want their people to move from technical delivery to trusted advisor consistently and measurably.
How the programme works
Diagnose
Map current strengths, blockers and opportunities across the team.
Build the system
Install the Trusted Advisor OS habits, tools and metrics for your firm.
Practise
Apply the method to live opportunities with coaching and feedback.
Sustain
Embed routines, measure progress and keep momentum after the programme ends.
Typical structure
Kick-off workshop
A full day to align priorities, introduce the framework and set personal commitments.
Monthly sessions
Half-day workshops or coaching calls focused on applying the method to live deals and relationships.
Online resources
Participants get access to the Trusted Advisor OS course materials to reinforce and revisit the content.
Review and next steps
A final review against agreed metrics and a plan to sustain the behaviours.
Talk through your firm's needs
Programmes are tailored to your size, sector and priorities. Get in touch and I'll propose a structure, duration and fee.
Enquire about a programme