Getting started with your advisory services and maintaining service momentum is one of the great challenges in our profession. How do we offer ongoing advisory services through dynamic board of advice meetings systematically with clients?<\/p>\n
These board of advice meetings need structure. This structure should start with an agenda of what is to be covered followed by a review of the action plan from the last meeting. From there we need to look at the client\u2019s quarterly or monthly financial performance for the period to forecast and converse and develop accountability.<\/p>\n
After that let\u2019s talk about any operational issue (IT, HR etc) that is concerning the client and then show them something new like the power of one, simple dashboards, industry specific KPI\u2019s or benchmarks. To conclude the engagement, work through the action plan for the next meeting and confirm the date.<\/p>\n