APX Advisory Teams Mentorship
Advisory Teams
Live
Don't Just Learn Advisory. Start Delivering It.
The APX Advisory Teams Mentorship
Watching training is one thing.
Changing how you think, communicate and lead client conversations is something entirely different.
That's why, three times a year, we bring members together for our 10-week Live Implementation Cohorts.
Facilitated by Tim Seymour and Deb Halliday, these interactive online workshops help you put your learning into practice with the support, structure and accountability that simply isn't possible through self-paced learning alone.
Whether you're developing your own advisory skills or preparing to lead an advisory team, these cohorts provide the environment to make real progress.
Created by Tim Seymour and Deb Halliday, experienced practice owners who have built and sold their own accountancy and advisory firms.
Live Cohorts
September – November
February – April
May – July
Prefer a chat first? .. Book a call
Most professionals don't struggle because they lack knowledge.
They struggle because they lack confidence to use it.
The Live Cohorts bridge the gap between understanding advisory and actually delivering it with clients.
Every week you'll leave knowing exactly what to implement before the following session.
Learn Alongside Other Professionals
One of the biggest advantages of the Live Cohorts is learning with others who are making exactly the same transition.
You'll hear different perspectives...
Share ideas...
Ask questions...
Celebrate successes...
…and realise you're not the only one facing these challenges.
Many members tell us the conversations between sessions are just as valuable as the teaching itself.
Designed to Fit Around Your Practice
We know you're busy.
That's why every workshop is delivered live online, with full replays available inside your portal.
Attend live whenever you can.
Catch up whenever you need.
Continue progressing at your own pace.
We have three cohorts a year you can attend as you wish!
Advisory Teams
Technician to Advisor
Open to all
Advisory Teams
Leadership
Practice Owners, Leaders and nominated Team Members
Skills You'll Develop
The Live Cohorts have been organised into practical learning pathways, allowing you and your team to build the right skills at the right stage of your advisory journey.
Phase 1: Technician to Advisor
Team members begin by recognising the technician trap and understanding the shift from reactive, task-focused work to a more proactive advisory mindset. They develop greater confidence in their value and start to see how their technical expertise can support more meaningful client outcomes.
Phase 2: Thinking Commercially and Leading Better Conversations
Team members learn how to move beyond simply reporting financial information. They develop the ability to interpret what the numbers mean, communicate insights and suggestions clearly, ask better questions and contribute more confidently to advisory conversations.
Phase 3: Presenting Advisory Services
Clients need to understand the value of advisory before they invest in it.
This phase will help your team confidently present your advisory services, communicate the outcomes you deliver and structure client conversations that naturally lead to advisory engagements. They'll also develop the confidence to discuss value and pricing in a way that feels professional and authentic.
Phase 4: Leading Strategic Advisory Sessions
Team members learn how effective advisory sessions are prepared, structured and facilitated. They develop the skills to manage client discussions, handle pushback, support decision-making and maintain accountability after the meeting.
Phase 5 – Building Authority
The final phase helps team members build confidence and credibility as advisors. They learn how to use case studies, webinars, workshops and group sessions to share their expertise, demonstrate value and contribute to the wider authority of the practice.
Phase 6 – Collaborative Advisory for Accountant and Bookkeeper Teams
Develop the skills, confidence and mindset to move beyond technical work and become a trusted advisor within your team. Learn how to coach clients through change, work collaboratively with colleagues, communicate with confidence and handle challenging client conversations professionally.
Practice Owners & New Team Leaders Move on to Advisory Team Leadership Programme.......
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
Designed for practical implementation
Every module combines learning with application, helping you put new skills into practice as your team progress.
Why Join a Live Cohort?
If you're ready to build advisory confidence, develop your leadership skills and begin creating an advisory team that doesn't rely on one person, the Live Implementation Cohorts are where that journey becomes real.
If you miss a session, you can simply catch up at a time that suits you.
Learn, Implement, Grow together
Join the next cohort and start putting advisory into practice.
Learn it. Apply it. Embed it across your team.
Who Are These Cohorts For?
These cohorts are ideal for...
Practice owners introducing advisory services
Accountants and bookkeepers moving into advisory
Team members developing commercial confidence
Advisory managers leading client relationships
Firms building a collaborative advisory team
No previous advisory experience is required
Whether you're already delivering some advisory or taking your first steps beyond compliance, this programme has been designed to help team members build confidence step by step, regardless of where they're starting.
Included within the APX Advisory Teams Mentorship
Live Cohorts are included as part of the APX Advisory Teams Mentorship
Knowledge creates understanding.
Implementation creates transformation.
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
Working with Deb...
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.
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 Included.
Build Your Advisory Team
The Advisory Teams Mentorship brings together structured learning, practical implementation, leadership development, client resources, live workshops, 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 while you build your advisory team.
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.