In this webinar, Naomi de Kock sits down with Sam O'Reilly and Ian Black, Directors at Direct Advisory, to discuss:

• their firm’s origins and how they’re helping clients elevate their reporting practices,
• the benefits Direct Advisory gains from using Spotlight Reporting for management reporting and forecasting,
• Sam and Ian's compelling client journey stories, including how they’ve successfully introduced advisory services and demonstrated their value,
• advice for firms looking to implement advisory services, and more!

If you're starting on your own advisory journey, then this is a conversation you won’t want to miss!