20:20 Innovation logo
Login

Home / Webinar / Strategic Planning With and For Your Clients

Pricing

Non member £99.00 + VAT

Presenter

Ian Fletcher

About Ian
Book now

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

Objectives

Businesses of every size face challenges that are now suppressing growth, a business might have a great product or service but without a strategic plan to help it define, articulate and communicate where it is going - it will be at the mercy of outside events. Strategic planning is probably the most important advisory service you can offer, and this webinar will outline how to offer and deliver strategic planning services to clients.

Key topics

  • How to market this service
  • How to deliver strategic planning services effectively, including:
  • The personal objectives of business owners;
  • Understanding the strengths, weaknesses, opportunities and threats of a business;
  • Preparing a strategic plan;
  • Writing the plan including the key sections;
  • Action planning;
  • Management information required to stay on track.

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.