Advisory Ready - Webinar Series

Supporting practices wishing to develop and enhance their ‘Advisory’ services VFD Pro offer a series of webinars.

Introduction to Advisory Edge: Light-Touch Advisory, Real Business Impact

Looking to offer more strategic value without adding hours to your day? This webinar introduces Advisory Edge, VFD’s simplified way to deliver business valuations and growth strategies with minimal effort and maximum credibility. Ideal for advisors at any stage – whether you’re testing the waters or scaling up your offer.

10th September

2.00pm (UK)
45 minutes

Client Advisory Assessment Model: Spot the Clients Who Need You Most

Not all clients are ready, but some are crying out for help. The CAAM webinar shows you how to use this structured 3-step process to identify advisory-ready clients, start value-led conversations, and open the door to bigger, better engagements before the real problems hit.

16th September

9.00am (UK)
60 minutes

Forecast & Funding Proposal Model: Help Clients Plan Ahead, and Get Funded

If your clients need clarity or capital, this session is essential. Learn how to use VFD’s powerful model to create robust 5-year, 3-way forecasts alongside lender-ready, CAMPARI-compliant proposals. A go-to tool for funding support, growth planning, or strategic reviews.

30th September

11.00am (UK)
60 minutes

Client Discussion Model: Turn Your Meetings into Growth Conversations

The best meetings lead to action. This webinar shows you how to use the Client Discussion Model to create structured, insight-led agendas that surface opportunities, highlight issues, and keep clients engaged in their business, and your services.

14th October

12.00pm (UK)
60 minutes

Business Development: Win More of the Right Clients, with the Right Fees

Learn how to put a repeatable Business Development process in place which helps you identify your ideal clients, position your services with impact, and secure profitable engagements. Whether you’re just getting started with advisory or looking to scale, this session will show you how to turn interest into income – and how VFD can support the journey.

30th October

4.00pm (UK)
60 minutes

Strategic Planning Model: Build Joined-Up Growth Plans Clients Understand

Bring clarity and confidence to your planning conversations. This session walks you through VFD’s integrated Strategic Planning Model – combining three growth advisory tools into one cohesive process. Perfect for creating consistent, aligned plans which clients actually buy into.

11th November

9.00am (UK)
60 minutes

Client Advisory Assessment Model: Spot the Clients Who Need You Most

Not all clients are ready, but some are crying out for help. The CAAM webinar shows you how to use this structured 3-step process to identify advisory-ready clients, start value-led conversations, and open the door to bigger, better engagements before the real problems hit.

27th November

12.00pm (UK)
60 minutes

Forecast & Funding Proposal Model: Help Clients Plan Ahead, and Get Funded

If your clients need clarity or capital, this session is essential. Learn how to use VFD’s powerful model to create robust 5-year, 3-way forecasts alongside lender-ready, CAMPARI-compliant proposals. A go-to tool for funding support, growth planning, or strategic reviews.

4th December

2.00pm (UK)
60 minutes

Are You Ready For Advisory?

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  • Understand your business’ valuation at all times
  • Identify opportunities to increase profitability
  • Systematically increase Scalability and Exit Readiness
  • Optimise Working Capital and Cash Flow utilisation
  • Strategic Planning and comprehensive 3 way forecasting