Increasing the breadth and depth of your advisory services requires a specific strategy to help you scale and build your competitive advantage. Progressive firms that have expanded their Advisory footprint successfully, all have one thing in common – and we're going to explain what their success formula looks like and how you can use the EOFY to put it into play.
Chris Allen, Account Manager, has spoken to thousands of accountants in his time at Spotlight Reporting. During this recording, he explains how progressive firms are growing their advisory services in 5 concrete steps.
Along with the 5 steps, he'll also show you:
- His service opportunity matrix and how you can use it to better define your client base.
- How you can define your service offering and pricing to potential clients by using a templated example.
- How to leverage tools in the market to bring your advisory offering to life.
- Which channels are the most effective and how to use them to onboard new clients.Sign up to this webinar to put your firm's growth plan in place and move forward into the future.