Creating and expanding advisory relationships with C-level financial executives can be a profitable way to grow your practice. Key to this strategy is your firm’s ability to provide insights and strategies to help these clients manage spending on a day-to-day basis as well as reporting on trends over time.
This webinar will explore the practical tools and processes you can use to grow your advisory services and a recurring revenue stream with spending management tactics and tools. In 60 minutes you’ll learn the keys to creating a successful spending management service niche for your practice including areas such as:
Budgeting – Providing the framework for your clients to create budgets and track against their spending.
Purchasing – Helping clients implement and use a comprehensive purchase order system.
Bills & Expenses – Creating efficient and easy-to-use bills and expenses including any approvals electronically.
Roles – Set up roles and define user access to features and transactions.
Reporting – Providing valuable metrics and analysis that allow you to expand your advisory services.
Plus, we’ll also provide practical lead generation and marketing strategies you can use to attract profitable clients and grow existing client relationships with spending management services and solutions.
*This presentation will be be recorded and distributed, along with any handouts, after the event.
*This webinar is NOT eligible for CPE credit.