Recorded webinar: Building a successful advisory mindset
An interview with Paul Layte FCA, CA, Founder & Virtual FD (60 mins)
Download our advisory growth hacking video hosted by Debbie Spooner, our Customer Success Specialist. Guest speaker, Paul Layte, FCA, CA, Virtual FD & Founder of Next Level Business, clears up confusion around the Cloud and how to become a business advisor.
Paul also shares practical tips that helped him build a successful accounting practice from scratch in just 18 months.
In this VIDEO, we cover the following topics:
Confused in the Cloud?
- Mixed messages - Do you know what's right for you?
- Team - The same job, different computer. Why are we doing the Cloud again?
- Box ticking - Clients on the cloud, now what?
- Back to the future - Cloud will not do it all for you. We'll discuss the things you need to get right before you become an advisor
- Niching - What it really means and how to find the right niche for your advisory services
- Monetising advisory services with Spotlight - A practical guide and examples
Building the Advisor in You
- Finding the right client to sell advisory services to
- Focussing on what you are really good at
- The best way to start a client meeting with Dashboards and Reports - the tip of the iceberg
- Tools that successful advisors have in their advisory tool bag
- Using replications to become a record breaker
- Starting with the end result and working backwards - you may need to flip your approach.
ABOUT GUEST SPEAKER
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Paul founded Next Level Business with a mission to make UK SME businesses more successful. He is a Business Mentor for Virgin StartUp and has a proven track record of driving phenomenal growth with big names such as Virgin, Carphone Warehouse, Regus PLC and Future PLC.
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