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Home / Webinar / Becoming the Virtual Financial Officer for Your Clients


Non member £179.00 + VAT

Premier plus Member £0.00 + VAT

Platinum Member £0.00 + VAT


Billie Mcloughlin

About Billie
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What's Included

  • Expert Knowledge from an Industry-Leading Speaker
  • Verifiable CPD hours
  • CPD Tracking and Certificate
  • Live Webinar (if a future date is listed) with Q&A
  • The Recording of the Event
  • Supporting Materials


It may seem daunting offering additional services to your clients and sometimes hard to make it profitable. During this session we will be discussing what software you should consider to ensure you can give your clients what they need and how to price it in a scalable way.

Key Topics

  • Define the role of a VFO.
  • What technology should be considered and how to identify it?
  • How to get buy in from the team

Who Should Attend

Managing partner, partners, practice manager, finance partner and aspirational fee earners.