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.