Ten Tips for Collaborative Advisory Services
Most firms are looking to improve profits and cashflow; yet many are having trouble taking advantage of the higher value consulting opportunities. Firms are often overlooking opportunities associated with existing services and clients. Simplifying your approach to break through the ceiling of complexity is crucial to developing new strategies to grow your firm.
In this webinar, you will learn how to address issues such as leadership, packaging, pricing and delivering of collaborative advisory services. Gary Boomer, CEO of Boomer Consutling, Inc., and Ian Vacin, Vice President, Marketing & Product at Xero, will interview Jason Lawhorn, President & CEO of Lawhorn CPA Group, about how Jason is maximizing current services and clients to offer higher value advisory services resulting in increased profits and cashflow.
Who Should Attend
Firm leaders and staff who are currently providing or plan to offer advisory services.
Ian Vacin, Vice President, Marketing & Product, Xero
Gary Boomer, CEO, Boomer Consulting, Inc.