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SESSION 2: What are the business advisory services you can use AND what is the best order to roll them out in?

During this webinar Mike and Trent will cover:

  1. What are your Top 5 business advisory services ACTUALLY help your client feel more in control and more satisfied?
  2. What is the order of rolling them out, so it is most effective for the client and simplest for the firm to roll out sustainably?
  3. What Top 5 challenges do you need to be aware of, to ensure you are successful with deciding and rolling them out?


ABOUT THE SERIES


Many firms would love to have Business Advisory as a revenue stream to their P+L but the reality is, they struggle to position it with their clients and as such lose momentum and carry on doing what they always do.


A Country Practice Accountants Group, Thrive Advice and Teach it Forward present this exciting new member-exclusive webinar series to help demystify and simplify Business Advisory.

Hear from two champions, Mike Crowley and Trent Taylor, who have implemented and rolled this out over a decade. They will talk frankly about,

  • The successes and challenges they've experienced to ultimately provide you with guidance and direction so that you don't make the same mistakes they've made along the way;
  • The simple steps you can take to IMPLEMENT effectively; and
  • How to align your team members to share your Advisory vision.


SERIES STRUCTURE


We will be running 5 bi-monthly sessions as part of the series from June 2020 through to February 2021 plotting a course for your Business Advisory Success:


  1. 23/06/2020 - How to create capacity – really! And then what to do with that capacity?
  2. 04/08/2020 - What are the business advisory services you can use AND what is the best order to roll them out in?
  3. 07/10/2020 - What is best practice to roll out BD services – ala, when you start, HOW do you actually do it?
  4. 02/12/2020 - What people do you need in your firm to run a successful advisory side of the business?
  5. 10/02/2021 - What is the best practice for offering/selling business advisory services, so that the clients want to buy and don't feel like they are being sold to?

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