Converting the advisory opportunity you've already identified into sustainable revenue. From partner confidence to closed engagements — everything you need to make it happen.
Partners aren't trained to sell advisory. They lack confidence. Without confidence, conversations don't happen. Closing the Gap builds capability through practice.
Compliance clients don't see advisory as relevant to them. The positioning is off. Closing the Gap teaches partners how to position advisory as the natural next step.
Advisory conversations happen sporadically, driven by individual initiative. Without process, most opportunities fall through. Closing the Gap embeds repeatable methodology.
We build your client conversion roadmap. Identify which clients should be approached, which advisory services to pitch, which partners have the strongest relationships. By Week 2, you know exactly who to approach and how.
Partner workshops build selling confidence. Two days of training on advisory positioning, objection handling, and pricing. Dry-run coaching ensures everyone is ready before approaching real clients.
Partners start calling clients. We coach every conversation — before and after. First revenue closes. The process starts to stick.
Volume increases. Patterns emerge in what works and what doesn't. We refine positioning and approach based on real data. Revenue accelerates. Partners gain confidence.
Coaching intensity reduces. Partners operate more independently. Process is locked into business-as-normal. We focus on sustainability — making sure advisory revenue keeps flowing after the engagement ends.
Final accountability review. You now own the process. Partners are operating at 8-9/10 confidence. Advisory revenue is embedded in your firm. The gap is closed.
Workshops build advisory selling capability. Then structured coaching prepares partners for their first conversations. You're learning, practicing, gaining confidence. The investment is front-loaded so partners are fully ready before approaching real clients.
You're calling clients. We coach high-quality conversations. Coaching continues throughout — building independence as confidence grows. Every conversation becomes an opportunity to refine approach and improve outcomes.
Every conversation is supported by structured coaching — preparation beforehand and reflection afterwards. We turn every client interaction into learning that compounds across the engagement.
Monthly leadership reviews ensure the program stays aligned with firm strategy and that wins, stalls, and patterns are surfaced and acted on.
Firm size: £750k-£40m fee income
Service lines: At least 2 (compliance plus emerging or established advisory)
Readiness: Completed Gap Audit or clear understanding of advisory opportunity
MP commitment: This only works if leadership is bought in
Partner availability: 2-4 partners actively participating (16 weeks)
Stability: No major restructures, M&A, or departures planned
Too small: Sole practitioners or firms under £750k fee income
Unstable: Recent M&A, partner departures, or major restructures
Uncommitted: No clear MP or partner champion
Engagements are priced based on firm size, complexity, and scope. The Gap Audit provides the diagnostic foundation; Closing the Gap delivers the implementation.
Combined engagements typically start from £32.5k, with optional ongoing support available post-engagement.
We provide a detailed proposal after our discovery conversation, tailored to your firm's specific situation.
Year 1 advisory revenue uplift typically delivers full payback on the engagement investment, with sustained revenue growth in subsequent years.
The bigger return comes from the embedded capability: partners who can continue identifying and converting advisory opportunities long after the engagement ends.
Advisory revenue generation becomes part of your business rhythm. Partners know how to position, partners know the process, partners have confidence.
Fractional Advisory Director support is available for firms wanting continued strategic oversight and accountability beyond Week 16.
Rolling out a new advisory service? We can apply the same proven approach to launch and embed additional service lines.
16 weeks. Structured coaching. Real revenue. No guessing.
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