+44 (0)1234 48 0123 ashley@excedia.co.uk

EVENTS YOU’VE MISSED


Just look at the great events our members have attended already!

As a member of the AMC you and your team will be able to listen to recordings of these events whenever you wish!

Like what you see?  If you can see events that you or your staff would benefit from attending, talk to us about joining as a member to get free access to all future events and recordings of past events.

Have a look here to see what’s included in your AMC club membership

Interested in how to get access to all these Events? Book a call to discuss if there is a good fit between what you want to do with your firm and the Accountants Millionaires’ Club.

Heather Townsend

How to build and execute a 3-year growth plan for your practice


Attendees: Practice owners, senior leadership team members

If you attend this interactive virtual masterclass you will learn:

  • How to use the STAGe model to create an actionable and focused 3 year plan to grow your practice
  • Tips for using the STAGe model with your clients to help them create their own actionable 3-year plan
  • How to get all your team to support you to implement your 3-year plan
  • How to ensure that your team don’t get initiative overload as they implement your growth plans

Heather Townsend

Sharon Pocock

How to successfully implement a fee increase for your practice


Attendees: Practice owners, senior leadership team members, practice managers

If you attend this interactive virtual masterclass you will learn:

  • What stopped Kinder Pocock from implementing a fee increase and how she finally overcame all the barriers
  • How did Kinder Pocock successfully implement a fee increase which was instrumental behind a 100% growth in their net profit over a 18 month period
  • The importance of a consistent quoting tool and why you don’t need to spend money on a pricing tool piece of software
  • How to deal with clients who push back on your proposed fee increase
  • The 3 main mistakes most practice owners make when implementing a fee increase

Linda Ebsworth

Effective listening and questioning


Attendees: staff members

If you attend this interactive virtual masterclass you will learn:

  • How people typically listen and the root of most misunderstandings
  • Barriers to effective communication and how to ensure your message is correctly received and understood by others
  • Using active listening to improve communication and relationships with others
  • 3 types of effective questions and when you should use them

Interested in how to get access to all these Events? Book a call to discuss if there is a good fit between what you want to do with your firm and the Accountants Millionaires’ Club.

Heather Townsend

Sian Kelly

How to change your clients onto monthly billing by direct debit


Attendees: Practice owners, senior leadership team members, practice managers

If you attend this interactive virtual masterclass you will learn:

  • How monthly billing by direct debit solved more than just Inform Accountings cash flow woes. (And how it can do this for your practice too)
  • What technology to use to implement it smoothly in your practice & how Inform Accounting automates the set up and billing with monthly billing by direct debit in their practice.
  • How to get your staff to embrace monthly billing by direct debit
  • How to persuade reluctant clients to move to being billed monthly by direct debit
  • How to convert existing clients onto monthly billing by direct debit

Linda Ebsworth

Leading change: What you need to know to sustainably do things differently in your practice


Attendees: Practice owners, senior leadership team members

If you attend this interactive virtual masterclass you will learn:

  • Why most change projects or initiatives fail
  • What is your roles as a “leader of change” in your practice
  • What 5 things you need to consider if you want to bring out change in your practice
  • How to gain the hearts and minds of your staff and clients for your proposed changes
  • How to minimise resistance to your proposed changes
  • Key elements of successful change projects

Interested in how to get access to all these Events? Book a call to discuss if there is a good fit between what you want to do with your firm and the Accountants Millionaires’ Club.

Linda Ebsworth

How to influence persuasively


Attendees: Staff members

If you attend this interactive virtual masterclass you will learn:

  • Two main types of influencing styles and when to use each style
  • How to influence anyone, using positive behaviours
  • What undermines personal influence and how to maximise your influencing power
  • How to influence people who behave in a strong, aggressive or pushy manner

Interested in how to get access to all these Events? Book a call to discuss if there is a good fit between what you want to do with your firm and the Accountants Millionaires’ Club.

Heather Townsend

Paul Miller

How to maximise referrals from existing clients and introducers


Attendees: Practice owners, senior leadership team members, staff with business development targets

If you attend this interactive virtual masterclass you will learn:

  • How Paul Miller (MD of cornish accounting) generates over 10 good quality leads a month via referrals
  • How does Paul get his local bank managers and lawyers to feed him regularly high quality leads
  • The exact script Paul uses with new clients to get them to give him willingly and freely referrals to good quality clients
  • How Paul’s team regularly delight their current clients to maximise referrals from existing clients

Linda Ebsworth

How to get the time and headspace to work on your practice


Attendees: Practice owners, senior leadership team members, first line managers and supervisors

If you attend this interactive virtual masterclass you will learn:

  • Why you need to carve out headspace for yourself if you are going to grow your practice
  • How to use the red/black/blue model to claw back time to work ON your practice
  • The mindset shifts you will need to make if you are going to reduce the demands on you from your staff and clients
  • How to delegate effectively to your team and staff
  • How to minimise interruptions from your team, staff and clients
  • Tips and techniques to be ultra productive and work at peak level

Linda Ebsworth

How to be confident having courageous conversations


Attendees: staff members

If you attend this interactive virtual masterclass you will learn:

  • What leads to a need for a courageous conversation
  • How understanding the root cause of challenging conversations can help you
  • Practical tips to prepare for and successfully manage a courageous conversation
  • How to maintain control of a courageous conversation
  • How to use assertive rather than passive or aggressive behaviour when communicating

Sian Kelly

Guy Robinson

Using Apprenticeships


Attendees: Practice owners, senior leadership team members

If you attend this interactive virtual masterclass you will learn:

  • How Inform Accounting & Xebra Accounting have used apprentices to grow their own talent very cost effectively
  • How Inform Accounting have employed top quality school leavers as apprentices in their firm
  • What grants, funding or help is out there to help you use apprentices in your firm
  • What to expect with your apprentices
  • What Inform Accounting & Xebra Accounting learnt from their experiences (& mistakes) with employing and developing apprentices which can help you

Linda Ebsworth

How to attract, develop and retain your talent


Attendees: Practice owners, senior leadership team members

If you attend this interactive virtual masterclass you will learn:

  • What people really want from an employer and what makes them take or leave a job
  • How to attract people to your firm without paying large fees to recruitment agencies
  • How to onboard your new joiners so they quickly get up-to-speed
  • How to develop your staff on a shoestring budget
  • How to use performance and development conversations to get the best out of your staff
  • What you need to consider to retain your best, most valued staff

Interested in how to get access to all these Events? Book a call to discuss if there is a good fit between what you want to do with your firm and the Accountants Millionaires’ Club.

Linda Ebsworth

How to use the telephone with confidence


Attendees: staff members

If you attend this interactive virtual masterclass you will learn:

  • How to create a professional impression on the phone
  • How to control a call and get it to a successful outcome
  • How to make sure that you are always understood on the phone
  • How to get the confidence to pick up the phone to call someone who is not expecting your call
  • How to take the emotion out of a difficult call

Linda Ebsworth

How to build your team to support you to grow a £1m practice


Attendees: Practice owners, senior leadership team members, first line managers and supervisors

If you attend this interactive virtual masterclass you will learn:

  • Four types of “teams” that exist in organisations
  • How to build a team that will help you achieve your business goals
  • How to shift a dysfunctional team to become a performing team
  • What you need to do to keep your team focused, motivated and operating as “one team”
  • How to use “making it happen” rhythm meetings to keep your team members communicating effectively with each other whilst driving results
  • How to effectively integrate new team members and successfully exit team members

Linda Ebsworth

Guy Robinson

How to create a high performing team from scratch


Attendees: Practice owners, senior leadership team members

If you attend this interactive virtual masterclass you will learn:

  • The exact steps you need to take to build your team one-by-one
  • What Guy Robinson learnt as a result of losing all his team and then having to rehire a completely new team
  • How much you have to consider the dynamics of your existing team when hiring new members of staff
  • How Guy has got his newly formed team to quickly work & gel together
  • How to Guy diffused the inevitable conflicts and discord within his team as they went through the “storming” stage

Interested in how to get access to all these Events? Book a call to discuss if there is a good fit between what you want to do with your firm and the Accountants Millionaires’ Club.

Linda Ebsworth

How to create the right level of capacity for your firm’s every changing workload


Attendees: Practice owners, senior leadership team members

If you attend this interactive virtual masterclass you will learn:

  • What typically causes over-trading or capacity issues in practices and how you can stop this happening for your practice
  • How to spot and remedy the red flags in your practice which signal your practice is running at over capacity or about to over-trade
  • Alternative and scalable resourcing models to help you match your capacity to the peaks and troughs in your demand
  • How to alleviate the peaks and troughs in demand for your services from clients
  • What forward planning should you do monthly and quarterly to identify the resource your need

Linda Ebsworth

How to deliver client service excellence


Attendees: staff members

If you attend this interactive virtual masterclass you will learn:

  • What do we mean by client service excellence and why is this so important to deliver for your firm
  • What is the 5 essential ingredients to deliver client service excellence?
  • What are touchpoints? And how to make sure the last touchpoint a client has with the firm is positive
  • How to say no to a client gracefully

Linda Ebsworth

How to spot opportunities to cross-sell/upsell


Attendees: staff members

If you attend this interactive virtual masterclass you will learn:

  • What buying signals will be present to suggest your client is happy to take more services from you
  • The importance of being curious about your clients’ businesses in order to identify upsell opportunities
  • How to ask for the upsell and what to say if they say “no”
  • How to get your client to open up and tell you more about the current requirements they have for their business

Interested in how to get access to all these Events? Book a call to discuss if there is a good fit between what you want to do with your firm and the Accountants Millionaires’ Club.

Guy Robinson

Linda Ebsworth

How to win £5,000 + clients (or clients who want more than just standard compliance services)


Attendees: Practice owners, senior leadership team members

If you attend this interactive virtual masterclass you will learn:

  • What marketing Guy Robinson does and how he does it in order to have a client base on a min annual fee of £5k
  • What mindset shifts you need to make in order to attract in the high value clients
  • What is Guy’s sales process in order to get his clients to spend a minimum of £5k per year with him.
  • How Guy qualifies out leads who are not a good fit for his practice & so doesn’t waste time on clients who are never going to pay his min £5k annual fee level
  • What services Guy’s clients take from him in order to justify the min £5k annual fee level

Interested in how to get access to all these Events? Book a call to discuss if there is a good fit between what you want to do with your firm and the Accountants Millionaires’ Club.

Heather Townsend

How to generate enough leads to the right type of clients


Attendees: Practice owners, senior leadership team members

If you attend this interactive virtual masterclass you will learn:

  • The importance of clearly defining a narrow target market & why failing to do this will severely restrict your number of good quality leads
  • The shortcuts a client portfolio analysis can give you to winning the right type of clients
  • How to use a tactical marketing plan to generate the right number of leads
  • How to involve your team in lead generation so you don’t need to do it all
  • How to maximise the number of leads you get from clients and introducers