How to Build a Scalable Advisory Practice

Objectives

Smart firms are taking advantage of the opportunity that some clients want more than just compliance. They want to talk about their future! This webinar will outline how to deliver advisory services and scale them up so that your firm is positioned in the high value sector of the market.

Key topics

• Positioning your firm in the advisory sector of the market;
• Communicating to clients and prospects on a practical level about actions they should take to help growth and profitability;
• Using questionnaires, such as retirement, income, pensions, business value, tax planning and finance;
• Delivering these services effectively
• Training and resources needed to be successful with advisory.

Who should attend

Progressive accountants and advisers who want to or are specialising in helping clients manage their businesses and want to deliver this type of service in a standardised and effective manner.