Converting the Sceptics.
The session from AIM 2026, back online for anyone who missed it, wants to see it again, or wants their team along. How to bring your most resistant, longest-standing clients into advisory, without the hard sell.
Modern Firm Practices
You're in.
You're registered. Check your inbox shortly for your Zoom link. See you Wednesday 30 September.
What's in the session.
- Objection-handling scripts. What to say when a long-standing client pushes back, without sounding scripted or salesy.
- A simple ROI framing. How to make the value of advisory obvious without a spreadsheet or a hard sell.
- Seed-planting phrases. Lines to drop into ordinary compliance work that open the door to the advisory conversation naturally.
Who should be in the room.
For
Advisors who want to move long-standing clients into advisory without the hard sell. If you were at AIM and want the replay, want your team to see it, or missed it entirely, this is that session.
Not for
Not for firms already comfortable having this conversation, or anyone after a script to read verbatim rather than a framework to adapt to their own clients.
Who's running it.
Brad Turville
Brad Turville built and sold an accounting firm. He's spent the last eight years coaching accountants on selling and delivering advisory work: how to lead the client conversation and speak beyond the numbers. His view is simple: the technical skill was never the problem. It's the ability to sell advisory, price it properly, and lead the conversation.