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.
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