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JOIN OUR 1-HOUR LIVE WEBINAR

Meetings That Unlock Advisory

27 August 2025 | 10 AM – 11 AM AEST

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Are you the partner clients trust for strategy or the one they only call when something breaks?

Salesforce reports that 87% of clients expect their service providers to be trusted advisors. Yet most client meetings still feel transactional, like calls with any other vendor.

When clients don’t see value from talking to you, can you even begin to build partnerships?

Join our free live webinar where The Gap’s Brad Turville and TOA Global’s Mareta Akari discuss how successful advisors turn ordinary client interactions into revenue-generating opportunities.

Key Takeaways

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Understand needs:
Facilitate deeper conversations to uncover client priorities, needs, and concerns.

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Demonstrate your value:
Communicate insights that showcase your expertise and position you as a trusted advisor.

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Introduce services authentically:
Explore additional ways to support your client—without the hard sell. 

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Build trust:
Maximise every interaction to strengthen relationships and foster long-term loyalty.

TOA Brad Turville

Brad Turville

Head of Growth, The Gap

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Brad is a third-generation accountant and a trusted coach to fellow accountants. After founding, growing, and selling the tax and advisory firm BJT Financial Services, he established Modern Firm Practices. There, he helps accountants unlock their potential by coaching them on business vision, capacity, pricing, and advisory delivery.

Brad is also a prolific content creator, known for his practical growth strategies.

MARETA AKARI

Mareta Akari

Country Manager – Australia and New Zealand, TOA Global

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Mareta champions client-centricity as TOA Global’s Country Manager for ANZ regions. With a proven track record as Vice President of Customer, she leverages her impeccable people skills and inspiring leadership to build lasting partnerships and foster thriving cultures.

Prior to joining TOA Global in 2022, Mareta’s global experience included leading large-scale transformation programs across diverse industries.

Don’t let another meeting go by without making the most of it.

Join us live with your webcam on for an interactive session.

Get instant answers to your questions and exclusive access to the on-demand webinar recording.

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