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Building a successful advisory practice in the US and Canada certainly has its challenges, regardless of the size of your practice and resources you have. As we begin to turn the page to a new financial year, we want to highlight how progressive firms are embracing and expanding their Advisory footprint as part of their strategy to grow and remain relevant in a world of change and disruption.

Richard Francis FCA (Spotlight Reporting’s CEO) has seen this transition move full cycle globally and ran his own successful advisory practice for many years.  Richard joins our North American Team to discuss some of these trends and opportunities, with real world examples. 

We’ll be discussing and sharing:

• How Spotlight has seen growth in other markets before and how we are seeing these trends pickup in Canada and the United States
• Highlight what untapped areas of opportunity for Advisory you need to be thinking about (because your competitors are already)
• Insight into features and functionality important to delivering value to customers
• Examples of how firms are driving growth with Spotlight’s tools and other associated services right now