Episode from the podcastSmithink - helping accountants turn their practices into great businesses

The advisory 7 step system from A to Z

Released 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