Family Business Essentials

An 8-part Online Mini-Course for Professional Advisors including Accountants, Lawyers, Coaches, HR Advisors, Bank Managers & more. So that you can become a trusted advisor to the leaders of family firms as they navigate these challenging times. 

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This Course Is For You If...

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You Already Work With Family Firms

Family-owned businesses make up the core of your customer base and you want to refresh your thinking and understanding.

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You're Interested In Working With More

Family firms aren’t your specialism but lots of your customers are family-owned and you’d like to work with more.

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You Want To Reach A New Audience

You see family businesses as an exciting NEW target market for you and want to learn how to secure more business.

This Course Will Enable You To

  • Stand out against the competition when pitching for new business
  • Have more insightful, educated conversations with family-owned clients and prospects
  • Support your current clients in a more meaningful, empathetic way
  • Identify untapped opportunities for work with your existing clients
  • Raise your personal brand profile as a trusted advisor to the leaders of family businesses

The Course Will Be Valuable If You Are...

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Bank Manager

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Wealth Manager

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Insurance Broker

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HR Advisor

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Other Professional

Course Modules

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Buy Now, Access Anytime


Top features

  • Immediate Access To Online Course
  • Downloadable 30-page Workbook
  • Complete At Your Own Pace
  • Framed Certificate of Completion
  • Certified Logo For You To Use