Getting the right structure and process to deliver more advisory services in 2020.


Manage episode 247849713 series 2330481
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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.
Presenter: Mark Holton, Smithink

16 episodes