Transition from compliance to advisory
The advice you need to assist in making the switch from compliance to being more consultative. How to embed yourself as a trusted advisor to your clients.
Andrew Jordon of Connect4 covers:
- How to segment your portfolio, build your client meeting cadence and introduce new services.
- Learn how to create your best practice client meeting playbook for the entire team.
- Turn your management reports and analysis into actionable advice.
- How to empower your client-facing team to speak with clients safely.
Darren Glanville of Fathom covers:
- What is the difference between delivering data versus knowledge and wisdom and which is more profitable.
- Why the journey is more important than the destination.
- How to automate the process, not the relationship.
- How to truly embed yourself as the trusted advisor.