Build strong and long lasting relationships as well as deliver great value-add sessions that are rewarding for both you and your client.
This white paper is a great for accountants wanting to make the transformation to advisory services. It offers practical guidance on how to:
Chapter 1 - Being different
Chapter 2 - Seven pillars of a perfect advisory session
Chapter 3 - Perfect Ten 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.