the advisor institute

The Advisor Institute (a brand for Global Business Mentoring) provides tools and training to Practicing Accountants who wish to provide business advisory services to their Clients. Tools include: 1. - 'ClientSAFE' Business Advisor Tool Kit - a range of 3 concept diagrams and 7 financial ready reckoner tables that enable a Practitioner to 'open the discussion' on how they can support their clients with advice and guidance on how to grow the profit and cash flow in their business. 2. - 'Business Analyser' financial analysis software - This MSExcel based package contains 3 financial models plus a simple 'Ratio Analysis' report. The Financial Models enable Practitioners to assist their clients to develop a) Profit Improvement strategies using the 6 drivers of profitability and matches the 'Power Wheel' concept diagram in the 'ClientSAFE' BATK. b) Cash Flow Improvement strategies using the 4 elements of the working capital cycle and matches the 'Cash Flow Propeller' concept diagram in the 'ClientSAFE' BATK c) 'Financial Analyser' model that provides the analysis of the financial performance and position of the business and enables optimal financial strategies to be developed. 3. - 'Client Analyser' software that allows a Practitioner to comprehensively analyse their client database to determine the profile of which clients and/or client groups (e.g. Industry, Turnover Size and Fee Range) are the most valuable and most suitable for growing their practice. 4. - Training is provided in an on-line format via 1 on 1 Skype/Google Hangout' format covering: a) Practical use of the tools to engage with clients and secure future work b) Advanced financial analysis to provide strategic options in developing future financial performance and returns from the business, and c) Coaching using 'real' case examples of current clients and how to apply the learning from a) and b) with those clients. See our web site for Program details.