In our last session, How To Make Advisory Work For You, you learned more about fiscal management, what services are crucial to your clients, and how advisory services can help your firm and your clients grow.
Now that we have an understanding of how looking forward adds value to your services, we’re going to discuss how to select the right client to work with, starting the conversation with your client, and making money from your advisory services.
Watch the recorded session below:
Choosing the right client can seem daunting, but we’re confident that by answering a couple questions, you’ll be able to narrow down the choices quickly.
- Which client do you have the strongest relationship with?
- Do you have a client that is an advocate and believes in you?
- Which client has sent you referral business?
- What client are you comfortable having transparent conversations with?
Hopefully, there are many of your clients that fit that description, but let’s start with the best one.
The key to succeeding in your trial comes from building a beta trial for these services. A beta testing program for new services allows for transparency and also gets their honest feedback; this is a two way street!
Or if you'd like to schedule a time to chat with someone from our team, click here to find a time that works best for you!