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The Advisory Pyramid - where is your firm and how do you move up?
Post-covid, far more clients will be relying on their accountants to support them across their whole business. This session discusses what needs they’ll have and how you can ensure you remain their adviser throughout their whole lifecycle.

During this presentation, we will explore:

How you can retain more clients with higher average fees
Which services are appropriate for each stage of a client’s lifecycle
What resources are available in the market to support your delivery
The longer-term benefits for your firm and your team

This event is a fantastic opportunity for you to hear how the most successful firms have recognised that, by ensuring you remain a business’ adviser throughout their whole lifecycle, you can assist your clients to become more resilient so they can grow and scale, plus the profitability in your own practice also increases.

Attendees will also have a chance to learn more about Capitalise’s technology and the tools offered to firms who wish to develop corporate finance services through membership of The Corporate Finance Network.

Oct 19, 2021 12:00 PM in London

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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Jo Edwards.