At Spotlight Reporting, our Customer Success Team is often getting asked by our customers "How are other firms implementing advisory?"
During this 30 minute webinar, Naomi de Kock (Customer Success Specialist) shares how some firms have successfully transitioned into advisory and offer some key actions and steps to move from compliance to advisory, including:
- Deciding on a strategy
- Marketing
- Pricing and packaging,
- Establishing an advisory team
- And more!
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