APX Advisory Teams Mentorship
Advisory Teams
Leadership
Live & E-learning
Become the Leader Your Advisory Team Needs
The APX Advisory Teams Mentorship
Moving into advisory is only the beginning.
Building a team that can confidently deliver advisory without depending on you requires a completely different set of skills.
The Leadership Programme has been designed for practice owners, managers and senior advisors who want to develop confident advisory teams, create consistency across client delivery and remove the owner bottleneck.
You'll learn how to coach people, develop capability and lead an advisory culture that continues to grow long after you've stepped out of the room.
Created by Tim Seymour and Deb Halliday, experienced practice owners who have built and sold their own accountancy and advisory firms.
Prefer a chat first? .. Book a call
Leading an Advisory Team Requires a Different Skill Set
Being a great advisor doesn't automatically make someone a
great leader
.
Many practice owners have spent years becoming technically excellent.
Then they've developed the skills to become trusted advisors.
But leading other people through that same journey requires another shift entirely.
Leadership means helping others build confidence.
Creating consistency.
Developing judgement.
Providing coaching instead of answers.
Creating systems instead of dependency.
That's what this programme is designed to help you do.
Advisory Teams
Leadership
What you'll learn
The programme is delivered across practical phases, each building on the last to help you develop the skills and confidence of a trusted advisory team leader.
Advisory Team Leadership
Develop the leadership skills needed to build an empowered advisory team that performs without depending on you. Learn how to delegate effectively, coach advisors, maintain quality and consistency, lead through change and create a scalable advisory function within your practice
Building and Leading High-Performing Advisory Teams
Learn how to identify, recruit and develop the right people for advisory roles, while creating a motivated, engaged team that delivers consistent value to clients. You'll also discover how to successfully lead your firm through the transition from compliance to advisory
Collaborative Advisory for Accountant and Bookkeeper Teams
Discover what it takes to thrive within a collaborative advisory team. You'll learn how to work confidently with colleagues, coach clients through change, communicate consistently, exercise professional judgement and contribute to an exceptional client experience as part of a united advisory team.
Now it's time to enroll and train your Team Members .......
Designed for practical implementation
Every module combines learning with application, helping you put new skills into practice as you progress.
What Professionals Love about
Leadership Training
You'll also follow Amelia's journey as she develops from an advisor to an Advisory Team Leader, helping you relate each lesson to real situations within your own practice.
Why practice owners complete this programme first
Every practice owner follows this programme before introducing the advisory pathway to their team.
By completing the programme yourself first, you'll gain a clear understanding of the advisory mindset, language and approach that your team will later develop.
It creates consistency across the practice and provides the foundation for building an advisory team that delivers a consistent client experience.
Everything is designed to help you move from learning to implementation and from owner-led advisory to team-delivered advisory.
Learn it. Apply it. Embed it across your team.
Who is this programme for?
This programme is ideal for..
You've completed the Technician to Advisor Programme
You're leading a team delivering advisory
You want advisors to think for themselves rather than relying on you
You want greater consistency across every client conversation
You'd like to delegate more advisory meetings with confidence
You're building a business that grows beyond one person
Included within the APX Advisory Teams Mentorship
The Leadership Programme is included as part of the APX Advisory Teams Mentorship and forms the second stage of your advisory learning pathway.
Most programmes teach you how to become the advisor.
APX helps you build an advisory team.
Designed for Learning and Implementation
Watching training is not the same as changing the way a firm operates.
The mentorship combines flexible learning with live support so that you can understand the principles, apply them in your own practice and build them into the way your team works.
Learn at Your Own Pace
Access the online training, tools, templates and advisory resources whenever you need them.
Implement With Support
Join live cohorts and monthly sessions to ask questions, work through challenges and maintain momentum.
Embed It Across Your Team
Enrol your team. Use the learning pathways and team resources to develop capability beyond the practice owner.
Learn it. Apply it. Embed it across your team.
Don't take our word for it
What's working with us really like.....
Working with Tim...
We do not want to help you become the person every client depends on. We want to help you build a firm that delivers value without everything relying on you.
“Tim is my mentor, I have learned so much from Tim...
“Tim is my mentor, I have learned so much from Tim and have saved a lot of money in my bookkeeping business with Tim holding me accountable. You will never meet a more kind and personable man. I highly recommend you speak to Tim as he will guide you on your journey and help to make your business a success. Thank you for all you do Tim!”.
Lynn Graham - Virtual Bookkeeping - Ireland
The goal isn't to become the advisor every client depends on.
The goal is to build a firm where exceptional advisory becomes a team capability.
Working with Deb...
Deb's mentorship and knowledge have empowered me..
Working with Deb at The Accounts Ladies has been amazing. Deb’s mentorship and knowledge have empowered me while starting my practice. I highly recommend reaching out to Deb. Absolutely love working with her !”
Nic Lonsdale - Gingerbucks Ltd - AAT Practice of the year 2025
Real Results Speak For Themselves
A selection of Success Stories from
Deb and The Accounts Ladies Advisory Team
Advisory Teams
Mentorship
One Programme. Everything Connected.
Build Your Advisory Team
The Advisory Teams Mentorship brings together structured learning, practical implementation, leadership development, client resources, live worshops, AI coaching and ongoing support in one complete system.
Everything you need to build advisory capability across your practice, develop confident teams and reduce owner dependency over time.
✓ 2026 Price
Join today and secure our limited 2026 pricing.
✓ Grandfathered for Life
Lock in your Price today. When membership fees increase for future members, your monthly subscription will remain the same for as long as your membership stays active..
✓ 12-Month Commitment
A minimum 12-month commitment provides the time and structure to implement lasting change. Your membership then continues on a simple rolling monthly basis.
✓ Grow Your Team
Add additional team members at the same monthly rate when you're ready to expand your advisory capability.
✓ Start Generating Revenue
Use your included Business Course Library reseller licence to create recurring revenue immediately. This alone has been proven to cover your monthly investment.
Just £297+ VAT per month
Prefer a chat first? Book a call
Your Questions Answered
What's the difference between a membership and a mentorship?
A membership gives you access to content and resources to work through at your own pace. A mentorship combines those resources with a structured learning pathway, live workshops, practical implementation, expert guidance and ongoing support to help you apply what you learn and achieve real results. At APX, we focus on transformation, not just access.
Do I need to be delivering advisory already?
No. The pathway supports people moving from technical delivery into advisory, as well as established advisors who now need to build capability across a team.
Can my team join?
Yes. The practice owner or leader completes the programme first to understand and implement the APX methodology. Team members then join and follow the learning pathways relevant to their role.
What happens during the 10-week cohort?
You attend weekly live implementation workshops designed to help you work through the APX pathway, apply the learning and maintain momentum. Replays are available when you cannot attend live.
When do the cohorts run?
Cohorts are planned for:
September to November
February to April
May to July
Can I Join anytime?
Yes.. You'll have access to the full Programme and learning library, monthly Financial Strategy Sessions, community, Polly AI Coach and all resources. The live cohorts are designed to accelerate implementation, but the mentorship and support continue all year round.
What are the Financial Strategy Sessions?
Each month focuses on one practical financial strategy. You’ll complete the e-learning, attend a live workshop, implement the strategy and submit a case study to demonstrate your understanding. Successful completion earns you the relevant APX badge, certificate or accreditation.
What is Polly AI Coach?
Polly is the APX AI learning coach. She is trained around the APX methodology and can help you explore your learning, think through questions and prepare for implementation. She does not replace professional judgement or the live support available through APX.
What is the Business Course Library?
It is a collection of client-facing business education courses that firms can make available to their clients. The library helps clients understand key business concepts, supports advisory conversations and reduces the need to answer the same foundational questions repeatedly.
What is the minimum commitment?
The mentorship has an initial 12-month commitment. After that, it continues on a month-to-month basis.
What happens if I miss a live session
Cohorts are three times a year and you are free to join any of these whilst your subscription is active. Replays are made available through the APX portal.
Is the training CPD accredited?
Yes the training programmes are CPD accredited
Can I speak to somebody before joining?
Yes. You can book a discovery call with Tim and Deb to discuss your firm, your goals and whether the mentorship is appropriate for you.