The Partnership Opportunity

Over the next period of time Accountants have a unique opportunity to assist as many Business Owners as possible… particularly those who are clients.  Right now everyone in business needs help of some sort.  What’s different in the current marketplace is many more business owners are open to support than ever before.  Any partnership to provide more support will always have opportunities and risks.  Each of these perspectives needs to be evaluated to see if the “sum is greater than the parts”.  Please check out the following information to see if this perspective is something we have in common.  If this is already a direction you want to take further, then book in for a discovery call below…

Video 1Protecting Your Client Base in Tough Times

3 Minute Presentation

How is business responding to the current economic climate and what is the opportunity right now to support them…

Video 2Working on the Nine Projects for Recovery

3 Minute Presentation

What are the key projects that businesses should be working on to position themselves for the next 18 months…

Video 3Determining if There's a Fit Between Us

4 Minute Presentation

Before you can decide to engage with us we need to know how we are similar and how we are different…

Video 4Who Actually Buys Business Improvement

4 Minute Presentation

Thinking about your clients who would be open to investing in business improvement is a key question to consider…

The top three opportunities we see from working together are:

  1. Revenue opportunities for Accounting Firms to add Business Advisory Services that reach the vast majority of clients rather than the fortunate few
  2. Addressing at-risk or underperforming clients with a plan to get off the “red line” and on to making reliable profits
  3. Building stronger relationships between your firm and your clients so your dialogue moves beyond compliance

Having watched the four videos, if they resonate with you and you’d like to find out more, please book in a 10 minute discovery call with us… Click the button below to find a suitable time…


About Trusted Advisor Network

Will Fulton
Wayne Armstrong

Founded by Will Fulton and Wayne Armstrong, Trusted Advisor Network (TAN) is a professional network of over 50 Business Advisors across NZ and Australia.  TAN Members use world-class Consulting and Coaching Programs for 1:1 Clients and Group Clients in the SME Sector.  Resources include all the software, educational models, program formats, presentations, templates, workbooks and resources that our members need to be Trusted Advisors in their Local Communities.

Our past 18 years in the advisory space has been the catalyst for developing our break-through business model.  It has been developed after years of in-field experience being coaches, trainers and presenters that our founders have experienced from working with both 1:1 and group clients. In the past 12 years we have assisted well over 200 ex-corporate execs, coaches and consultants to launch or grow their businesses in this industry. By joining our network, members combine their business backgrounds with our experience that includes being Franchisees, running a Franchise Group, running a Group Coaching Program with 120+ members, managing national marketing campaigns, off-line and on-line media campaigns and running our own internal call centre.

Most importantly, over the last 12 years we have developed a deep understanding of working with business owners from every industry imaginable.  It has allowed us to continually develop leading methodologies, systems and intellectual property that makes up our program material. The synergy of working in partnership with our team along with such diverse clients has given us a collaborative culture that has become the most valuable part of the way we operate as a network.


Our Channel Specialists

In our network we have partners who specialise in building relationships with other business-to-business professions.

Natalie comes from a business advisory/tax background, having worked in senior roles with progressive firms over the last 20 years.  She joined TAN to enhance her skill-set to be able to offer business owners a more holistic approach to business improvement.

Amanda has launched, grown and sold multiple successful businesses over the last 15 years.  Her experience in forming long-term strategic partnerships was a key part of her interest in working with business owners.

They have successfully launched their coaching businesses utilising the systems and tools provided by TAN.

From what we’ve presented here, you may have formed an impression of our approach to working with Business Owners in the SME sector.  If you see a fit with your values, then we should talk further.

Please book in a time slot below for a 10 minute discovery call…

BOOK A CALL
Natalie Sammons
Amanda Pulford