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How do you make advisory services compulsory for all your clients?

How do you make advisory services compulsory for all your clients?
September 26, 2019 admin

If accountants were able to achieve this, it would go a long way to removing their concerns relating to declining fee growth rates and profit margins.

We are rolling out an innovative growth strategy that is changing the need for advisory services from ‘discretionary’ to ‘mandatory’.

The strategy has three essential elements:

  • Client communications centered on broader, best practice compliance advice;
  • Embedding quality assurance advisory services engagement tools in your tax program;
  • Generating data analytics reports pin-pointing client needs and specific service opportunities.

It creates a ‘win-win’ for all accountants, their clients and trusted team of advisors/experts.

The opportunity is to transition to a family office services practice (Family-office-services-insights-report) by increasing the number of services provided per client and build deeper, more enduring client relationships.

 

We have put together a short web video (4 mins) discussing the strategy.

Compulsory Advisory Services