On-demand webinar

4 keys to building advisory relationships

Let’s talk about the ancillary services you’re likely providing to your clients. Odds are, you do a lot every day that goes unnoticed and maybe even unpaid. Maybe that’s the true “cost of doing business” or maybe it’s something you’d like to change if you could. The fact is that many firms have successfully positioned those off-the-books activities as a part of their paid services. The results? Stronger client relationships and increased revenue for the practice.

Join us to explore:

  • Why scope is important and how to craft a scope agreement.
  • What is “duplication thinking” and how can it help your firm?
  • Best practices for bringing advisory services into your conversation.
  • How to monetize advisory services to increase your firm’s revenues.

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