At Spotlight Reporting, we often get asked by our customers: "How are other firms implementing advisory?"
During this webinar, we teach you how to successfully implement future-focused advisory. Naomi De Kock, our Customer Success Specialist, talks to Karen Woller, Director of Thrive CA, and they discuss Karen's successful transition and her top tips for the following:
- Key actions and steps to move from compliance to advisory (e.g.: deciding on a strategy, marketing, pricing and packaging, establishing an advisory team)
- How to target and engage clients (a.k.a: the dreaded 'sell')
- Putting together a success model and hard decisions you will need to make to pull it off.