Free Webinar: Spotlight Starter Overview
Becoming a Trusted Advisor
Looking to become a trusted advisor to your clients? A key ingredient of becoming a trusted advisor is delivering 'value-add' services by utilising different cloud tools available in the marketplace depending on the reporting needs of your clients.
Join us for our 30-min live demo that will give you insight into how to deploy value-add advisory services across your client base.
In this webinar, we'll cover:
- A short tour of Spotlight's three main tools in 'action' with a focus on highlighting key differences of each.
- How to best apply Reporting, Dashboard and Forecasting tools across your client base.
- Sample reports to help engage new advisory clients.
- Sample Services Opportunity Matrix to design your advisory services.
Each attendee of the webinar will receive a complimentary Spotlight sample report, 'Preparing a successful Spotlight report' checklist and Services Opportunity Matrix template.
Why it is important to be a Trusted Advisor for your client
Our Spotlight Starter package provides Trusted Advisors the flexibility, a vast amount of reporting options and scalability unmatched in the global marketplace to help you grow your Virtual CFO advisory practice and fee revenue. Join us for this webinar today - start the journey tomorrow.