Roadmap to Advisory Services

Presented by Robert Chandler

The accounting field is starting to offer more advisory services. By adding advisory to your list of services, you can build your practice and help more people be successful. Discover the importance of advisory services and how you can overcome some of the common roadblocks advisors face when switching to advisory.

In this webinar we will cover the 7 questions and 7 KPI’s that you should be tracking for your clients.