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Turning compliance data into innovative advisory services

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Historical financial information is an important and often safe part in the provision of advice on business improvement, however, is it all that we should be using? Do clients really want to be looking backwards each quarter and discussing items they cannot change? Further, what happens if a firm cannot correlate the compliance data into advisory services? This webinar will concentrate on how to profit from compliance delivering innovative advisory services from compliance data.

Presented by: Mark Holton, Smithink

Presented By:

Mark Holton

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DATE AND TIME

March 24, 2021
1-1:30pm

Fee

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