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Growing Your Advisory Services and Recurring Revenue Stream with Spend Management Solutions
Growing Your Advisory Services and Recurring Revenue Stream with Spend Management Solutions
May 18, 2021 | 2:00 p.m. Eastern Time | Presented by Gaynor Meilke
Creating and expanding advisory relationships with C-level financial executives can be a profitable way to grow your practice. Key to this strategy is your firm’s ability to provide insights and strategies to help these clients manage their spending on a day-to-day basis as well as reporting on trends over time.
This webinar will explore the practical tools and processes you can use to grow your advisory services and a recurring revenue stream with spend management tactics and tools. In 60 minutes you’ll learn the keys to creating a successful spend management service niche for your practice including areas such as:
- Budgeting – Providing the framework for your clients to create budgets and track against their spending.
- Policies & Procedures – Working with clients to develop and implement spend management policies and procedures.
- Spend Management Systems – Helping your clients find and implement systems that will automate and streamline their procure to pay processes.
- Reporting – Providing valuable metrics and analysis that allow you to expand your advisory services.
Plus, we’ll also provide practical lead generation and marketing strategies you can use to attract profitable clients and grow existing client relationships with spend management services and solutions.