Is your firm missing out on revenue opportunities? By identifying and utilising the advisory opportunity in your day to day discussions with clients, you could increase revenue and add more value to your client relationships.
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Join our experts Johannes Schlechter (Senior Account Manager) and Danelle Whaanga (CX Partnerships), as they take you through why the importance of advisory services shouldn’t be underestimated, and how you can get started on your advisory journey.
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They’ll discuss:
* Why advisory services are key to financial success in uncertain economic times
* Ways you can spot the advisory opportunity in your day to day discussions with your clients
* How you can overcome obstacles and ban the excuses holding you back
* Next steps you can take to embed advisory services as part of your firm’s offerings, and how Spotlight Reporting can help