The advisory 7 step system from A to Z
Released Friday, 5th October 2018
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The advisory 7 step system from A to Z
The advisory 7 step system from A to Z
Friday, 5th October 2018
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Creating the right structure, infrastructure, engagement model and delivery system is critical to long term advisory success in your firm. From your Client Relationship Management system to preparing for a needs analysis meeting to strategic questioning to dynamic proposals that really sell benefits, this webinar will paint the picture of best practice in a simple 7 step flow that will achieve real results.PRESENTED BY: Mark Holton, Smithink
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Smithink - helping accountants turn their practices into great businesses
We provide practical firm innovations, based on the decades we have spent as practicing accountants and business consultants. We know what works best, because we've done it. Smithink provides a wide variety of consulting services and educational events, tools and resources under the one roof. Now including a monthly podcast.Join Podchaser to...
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