Skip to content


Getting the right structure and process to deliver more advisory services in 2020 Dec 11, 2019

To build an ongoing lucrative business advisory service in your firm, you need to address four key questions;

  1. Do I have the right structure in my firm and if not what do I need to do?
  2. What infrastructure changes do I need to make to ensure I have the right people and the right levels doing the right tasks?
  3. How do I build a client engagement system that really works? and
  4. What delivery models do I need to build when I have the clients signed proposal in hand?

This session will address all these issues and we will start to build the Trusted Advisor model in your firm.