The Advisor Institute

The Advisor Institute We help busy Tax Accountants develop Business Advisory skills using simple tools techniques that del

Kerry King has been delivering business advisory services to SME's since 1995. Kerry developed the ClientSAFE™' Advisors Tool Kit' and 'AdvisorM8™' software and using these tools created the 'Tax Accountant to Business Advisor™ workshop series. Due to their simplicity these tools give practitioners the confidence to speak more openly and regularly with their business clients about improving profit

, cash flow and business value outcomes of their businesses. For the vast majority of SME's what is needed is basic and rudimentary advice on how to gain small but measurable improvements in their profit and their cash flow. The 'ClientSAFE™' Advisors Tool Kit and 'AdvisorM8™' software were designed for this very purpose. Coupled with the training of the 'AdvisorChoices™ Program', practitioners can gain confidence, build greater trust and generate more income for their Practice. These are services that add 'real' value to the client relationship.

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