Compliance Vs Advisory - is compliance dead?? Not at all!
In this session, I explain and set out exactly how to do advisory work (and how you are probably doing some of it already) and how you can price your services for maximum profitability.
The resources include highly valuable brochures to communicate the value of your advisory offering and a value pyramid to get your whole team engaged in doing advisory work.
Full HD recording of the 90 min session including a private Youtube link if you prefer to watch it that way
All the content and slides that I used in the session
Full audio recording file (mp3) of the session that you can download and listen on the go
Detailed notes that I use to prepare for and deliver the session including any templates and scripts I may have gone through.
This Value Pyramid resource we created in-house to get all entire team focused on adding value to clients at every level from Reception to Juniors to Managers
One page summary of the pricing package for our Virtual FD service that you can use to price your own
CPT file for our Virtual FD service pricing that you can upload to Cloud Pricing and start using to price your FD services
One page pricing brochure summary to sell your advisory retainer services for clients to access your high level expertise