LIve webinar

Spotting the advisory opportunity within your firm

Watch this webinar recording to learn how to spot the advisory opportunity in your firm and increase revenue.

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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.

Our experts Johannes Schlechter (Senior Account Manager) and Jarrod McDonald (Business Development Manager), take you through why the importance of advisory services shouldn’t be underestimated, and how you can get started on your advisory journey.

During this recording, they discuss:

Current trends in the Accounting industry and 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.

Register to join

June 28, 2022 1:30 PM

NZST

If you can't attend, simply register anyway and get a recording sent to you the following day

About the speakers

Jarrod McDonald Business Development Manager Spotlight Reporting

As a dynamic business professional, Jarrod’s core area of expertise is providing strategic advice and tactical insight, whilst nurturing relationships with his clients in the accounting and advisory space.

Johannes Schlechter Senior Account Manager Spotlight Reporting

With a vast amount of international experience in management, sales, system design, and system deployment, Johannes is able to provide tactical insight for a wide range of clients and thrives on leveraging his consultative style and connecting his audience with the right solutions.