Be different. Embrace the great advisory relationship with your clients.
Learn how to build a strong and long lasting relationship and deliver a great value-add session that is rewarding for both you and the client.
This white paper is a great source of knowledge and insight for accountants who are wanting to make the transformation to advisory services. It offers practical guidance on how to:
Chapter 1 - Being different
Chapter 2 - 7 pillars of a perfect advisory session
Chapter 3 - Perfect 10 advisory meeting checklist
Richard Francis, CEO at Spotlight Reporting
In this white paper, Richard shared some inspiration, insight and the main pillars of the perfect advisory relationship he learnt over the years of advisory experience.