Accountants: Your path from technical delivery to deal originator starts here

Trusted Advisor OS is a practical, on-demand training programme, built on the real-world strategies that helped me win millions in fee income - often without a need for referrals.

It gives you the skills to build influence, spot emerging prospects early, open doors, and land more fee income – in a way that works for you.

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The exact system I have used to win ​£million’s in fee income

9 stages

Clear, step-by-step framework

Over 60 short and focused on-demand lessons

Top fee-earners know the answers to these questions.

○ How can I consistently secure meetings with top-tier prospects, even from ​cold?

○ What will make me stand out as the go-to expert in my sector?

○ How do I build a high-value referral network that drives new opportunities?

○ How can I confidently network with key decision-makers and build lasting ​relationships?

○ How do I maintain momentum in business development while managing ​my existing workload?

○ How do I construct a client acquisition process that plays to my specific strengths?

Organisations I have worked with

Want to discover the answers for yourself? Then Trusted Advisor OS might be for you.

Master techniques to effortlessly secure meetings with top-tier prospects.
Establish a market profile that positions you as the first choice in your sector.
Design a streamlined strategy for maximum impact with minimal effort.
Leverage LinkedIn and digital platforms to amplify your visibility and influence.
Gain laser-sharp focus on the strategic activities that yield the highest returns.
Build a referral network that consistently generates quality opportunities.
Unlock the power of strategic networking to drive meaningful relationships.
Adopt an entrepreneurial mindset to uncover opportunities others miss.
Integrate business development into your routine without sacrificing client work.
Map your journey to becoming the stand out and respected Trusted Advisor

Course Foreword

Nigel S Little B.Sc (Hons), FSI.

A highly accomplished investment banker, Nigel was very kind to offer a foreword to the Trusted Advisor OS.

Formerly:
○ President at Canaccord Capital UK
○ Board member at NationsBank Panmure
○ Principal at Morgan Stanley
○ Senior executive at HSBC James Capel
○ Advisory Board of Kleinwort Benson
○ Senior Advisor to Smith & Williamson Corporate Finance

What the professional community says about me.

What will I learn?

Stage One <b>Gameplan

Stage One Gameplan

Maximise your chances of success

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Stage Two<b> Mindset

Stage Two Mindset

Adopt the powerful mindset that wins

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Stage Three<b> Strategy

Stage Three Strategy

Finally identify your expert niche

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Stage Four <b>Profile

Stage Four Profile

Been seen as the go-to expert

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Stage Five <b> Introduction

Stage Five Introduction

Nail your best introduction

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Stage Six<b> Networking

Stage Six Networking

Network confidently and effectively

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Stage Seven<b> Referrals

Stage Seven Referrals

Receive consistent referral opportunities

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Stage Eight<b> Deal Flow

Stage Eight Deal Flow

Generate the best leads

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Stage Nine<b> Nurture

Stage Nine Nurture

Become the Trusted Advisor

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Want to see the full curriculum?

Gameplan

1.1 Trusted Advisor’s Gameplan


Mindset

Stage 2 - Introduction

2.1 Fundamental #1: Foresight

2.2 Fundamental #2: Relatable

2.3 Fundamental #3: Reflective

2.4 Fundamental #4: Sincerity

2.5 Fundamental #5: Helpful


Strategy

Stage 3 - Introduction

3.1 Discover Your Niche

3.2 Niche #1: Problem-led

3.3 Niche #2: Service-led

3.4 Niche #3: Sector-led

3.5 Niche or Not

3.6 Prospecting

3.7 Prospecting: Profiling

3.8 Prospecting: Existing Base

3.9 Prospecting: New Additions

3.10 Influencing Your Prospects


Profile

Stage 4 - Introduction

4.1 Profile Capture: Specialism

4.2 Profile Capture: Backstory

4.3 Profile Capture: USP’s

4.4 Profile Foundations: LinkedIn

4.5 Search Optimisation

4.6 Profile Optimisation

4.7 Other Platforms

4.8 Profile: Deployment

4.9 Share Your Expertise


Introduction

Stage 5 - Introduction

5.1 Introductory Framework

5.2 Introduction: General

5.3 Introduction: Targeted

5.4 Build Strategic Connections

5.5 Amplify Your Profile


Networking

Stage 6 - Introduction

6.1 Preparation

6.2 Approaching

6.3 Breaking the Ice

6.4 Directing Conversation

6.5 The Awkward Stuff


Referrals

Stage 7 - Introduction

7.1 Referral Principles

7.2 Planning Stage

7.3 Making Contact

7.4 Running the Meeting

7.5 Initiating Referral Activity

7.6 Driving Momentum


Deal Flow

Stage 8 - Introduction

8.1 Engagement Tactics

8.2 Generating Value

8.3 Targeted Initiatives

8.4 Case Study 1

8.5 Case Study 2

8.6 Lead Magnets

8.7 3rd Party Sources

8.8 Listening for Asks & Intel

8.9 Focused Social Content

8.10 Direct Contact

8.11 Direct Contact - Email

8.12 Direct Contact - LinkedIn Tactic

8.13 Calling & Custom Video


Nurture

9.1 Trusted Advisor’s Nurture

Who’s behind this?

Hi, I’m Robert Cooper.

An ex-corporate financier, with over two decades of ​experience, I’ve raised eight-figure venture capital, built ​and led businesses, and operated at c-suite level in a ​private equity-backed tech company.

I’ve sourced and delivered £millions in fee income for ​accountancy firms - from high-growth startups to £bn ​listed entities.

Recognising the need for accountants to build their ​networks and win clients but seeing a lack of suitable ​market offerings, I went about developing a solution.

After three years of refining and reverse-engineering my ​own proven strategies, I created the Trusted Advisor ​Operating System®.
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What the business community says about me.

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Trying to decide if the Trusted Advisor OS is right for you?

  • Who are you and why should I listen to you?

    I'm Robert Cooper, and I've spent over two decades building a highly credible and demonstrable track record in delivering fee income and continue to do so. I practice what I preach. You absolutely don't have to listen to me at all - but I know what works and understand what it takes to win clients - especially those from the most difficult starting point - cold.

  • Is this course for any type of accountant?

    This course is aimed at ambitious accountants who want to improve their ability to land fee income. It doesn't matter what service line you provide whether that be M&A, audit, tax, accounting services or something else. The fundamentals of the programme still apply regardless.

  • How long is the course?

    The course is broken down over 9 stages and consists of 64 separate video lessons in total. Many lessons are less than 10-12 minutes and the course totals over 9 hours of content. This is a comprehensive product and, whilst it is broken down and direct, covers a wide range of topics. When you consider it is a lifetime of learning condensed into a single product then doesn't look particularly long at all!

  • Is this a sales or business development course?

    Fundamentally, the purpose of the course is to help you land fee income. However, many different elements need to ​come together to achieve this. That involves having the right mindset, developing a strategy, crafting a profile, ​introductions, more confidence in networking skills, building referral networks and more. Whilst practical BD and sales ​techniques strongly feature, the Trusted Advisor OS is far more than that.

  • I’m already confident in business development. Is this course for me?

    Yes, absolutely. If you are already generating fee income and want to make incremental but impactful improvements to increase that further, then this course is designed for you.

  • How come it’s priced so competitively compared to other professional focused courses?

    I believe that access to highly practical and effective experienced-based skills that help accountants become better at winning clients should not be restricted due to costly fees that are traditionally associated with training in this sector. I don't rely on studio grade filming, big marketing campaigns or expensive product costs. The Trusted Advisor OS is simply a distillation of 20 years of experience in winning clients - broken down into 9 stages of highly practical, experience-led material that you can immediately begin putting into practice.

  • I'm a fractional CFO, will this course help me win new clients?

    Trusted Advisor OS has been purchased by a number of fractional CFO's and FD's who want to build their client base. The course will show you how to effectively stand out and attract more leads. A few minor modules will be less relevant, such as sourcing leads within your firm (which applies to those in practice) but 95% of the content will be very relevant. After all, if you aren't satisfied, I'll refund you.

  • What if I buy the course and it isn't for me?

    If, within the first 14 days since purchase, you don't like the course, or don't feel it's right for you then I'll fully refund you.

  • Does it matter if I work in one of the Big4 firms, a mid-tier firm, smaller accountancy firm or boutique?

    No, it doesn't make any difference - if you are ambitious and eager to understand dynamic and entrepreneurial routes to winning work and standing out in the marketplace then the Trusted Advisor OS is for you.

Decided that Trusted Advisor OS is for you?

Purchase and access the full course now for £397

✓ Online-based, on-demand course
✓ Lifetime access
✓ 14-day no quibble refund policy
✓ Learn at your own pace
✓ 9 in-depth chapters
✓ Over 60 short and focused lessons
✓ Step-by-step framework
✓ Practical and experienced-based techniques
✓ Easy to follow examples
✓ Gameplan document included (excel-based)

Start your journey to becoming the Trusted Advisor who originates deals.

£397

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