Pathfinder - Build With Your Advisory Services
Build With You Advisory Services Program. This course includes 12 weekly live group coaching sessions, over 6 hours of instructional videos, 30+ tools and resources to build your program, and the Clear Path To Cash financial concept course to build your expertise.
Completion of this course qualifies you for the Clear Path To Cash Professional designation.
Build With You Advisory Services Program
Build With You Advisory Services Program – $2,995 for 90 days of helping an accounting professional build and execute an advisory services program with their clients. Includes 12 live group meetings, everything in the Clear Path To Cash Course, and a private Slack channel to collaborate with other Pathfinders. Upon completion, you earn the designation of Certified Pathfinder.
The Pathfinder program is a BUILT WITH YOU advisory services program for accountants and bookkeepers. If you have ever thought:
- I don’t know where to start building a program, pricing it and adding it to my business.
- I don’t feel confident when doing financial analysis and need to understand it better.
- I need a process for working with my clients on a scalable and repeatable basis.
- I feel like my clients won’t / don’t take action on my advice.
THIS PROGRAM IS FOR YOU!
Pathfinder is broken into 2 phases: Advisor Training and Client Execution
There are 5 Steps in the program designed to be completed in approximately 90 days. This includes executing with your first client.
The five steps are:
This program includes:
- The Clear Path To Cash Video Course
- Live Weekly Group Coaching on each step
- Invitation to a private Slack channel to collaborate with other Pathfinders
- Full digital bundle of worksheets, spreadsheets, and supplemental reference material
CLICK BELOW FOR THE FULL COURSE OUTLINE
