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Advisory Business Development​

Focusing on bringing in more business without first determining the right business negatively impacts both client relationships and firm member retention. Let’s approach business development with a strategic, advisory mindset.  The Advisory Business Development program will help you acquire the skills needed to better serve clients and achieve financial success. We’ll provide coaching on BD skills so business development becomes repeatable, your BD practice becomes more efficient and enjoyable, and you can focus on helping clients with their top goals and issues.

Advisory Business Development

The highest-performing organizations understand that profitable growth is critical to firm success—but not all growth is created equal. Advisory Business Development will enable you to reframe your approach to firm growth, enhance your advisory process, and be more impactful with your business development time

“I enjoyed the presentation as it was about being a better business person overall, rather than just being a better accountant, and the words of wisdom really resonated with me. I particularly enjoyed the segment on challenging ourselves versus staying too comfortable.”

Jennifer Jaketic

Maloney & Novotny LLC

Key Elements of the ABD Program

Pre-Work Resources

Pre-work materials will help you assess where and how you are currently investing advisory time. When you register, you’ll gain access to an online questionnaire to gain insights on the greatest opportunities and obstacles facing your firm. You will identify key client and pre-client relationships to ensure BD time is spent efficiently. Based on your pre-work, you will create a plan for improving individual skills.

Firm Resource

Your firm will receive access to a Best Practices in Business Development session that can be shared with anyone in the firm. This session will summarize key principles and takeaways and qualifies for one hour of on-demand BD training.

Virtual Classroom

Five two-hour sessions will teach advanced business development concepts. Each virtual session will include both proven processes and guidance on practical application. All sessions will be recorded so you don’t miss anything.


Coaching & Implementation Assistance

To ensure accountability for the goals you’ve set and to propel client and pre-client progress, your firm participants will meet with Heath for three Virtual Mastery Classes.

During these sessions, your team will receive high-level training along with individual coaching during breakout sessions.

Meet Your Instructor

Director at
Upstream Academy

Additional Information

Who Should Attend?

This program is ideal for managers, senior managers and partners who want to be more intentional while finding, growing, and retaining clients advantageous to their firm. Participants should be prepared to master business development skills and improve their advisory approach to client relationships.

What Can You expect?

Heath will use a combination of presentation, peer-to-peer sharing, and firm coaching to provide a step-by-step guide to creating a successful advisory process.

What is included?

The program follows a three-step process for developing a customized business development plan based on an advisory approach. The curriculum includes pre-work to be completed prior to the first session, five two-hour interactive webinars and three two-hour mastery coaching sessions.

What is the cost?

$5,750 for up to 10 participants from your firm (UAN Member Firms pay $4,875)
The program is limited to 10 firms.

Unconditional Guarantee

We’re confident that Advisory Business Development will be of immeasurable value to you. Like everything we do at Upstream Academy, this program is unconditionally guaranteed to your full satisfaction. If you’re not completely satisfied, we will, at your option, either waive your fee or accept that portion of the fee that reflects your level of satisfaction.

Upstream Academy will recommend CPE credit based on the level of participation in this course. Prerequisite: None. Advanced preparation: None. Skill level: Overview.
Upstream Academy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: