Driving Advisory Revenue

Unlocking your Roadmap to Advisory Revenue

During this session we will walk you through;

• Current and future revenue streams firms are generating through advisory revenues.
• The types of services firms are looking to deploy.
• How to identify your ideal client
• Questions to engage in open conversations.
• How to build out your advisory services 1 step at a time
• How to scale up, and scale down to suit your clients – from a 1-page Dashboard to a 3-Way Rolling Cashflow Forecast
• KPIs to measure your teams’ outputs (not inputs!)
• Real life case study scenarios 
• Monetisation – what was charged for work completed

You will also receive these additional documents;

• A Service Opportunity Matrix
• A list of target questions to engage clients
• A copy of the e-book ‘Transform’ – written by Spotlight CEO Richard Francis.

Learning Outcomes:

Attendees will gain an understanding of:

• Current and Future industry trends
• How to identify target clients
• What services to offer, and when – a step by step guide 
• Questions, conversations, to engage clients
• What you can charge (or your competitors already are) for services performed.   

Suited to:

Any accountant or advisor who is currently providing or looking to grow their service lines and subsequent revenues through advisory services. 

This On Demand includes: 

• a recording of the webinar Event which can be viewed multiple times
• a PDF of the presenter’s PowerPoint
• a verbatim Transcript
• any supporting documentation
• a CPD Certificate after successful completion of the Knowledge Quiz