Tips and advice on building your business financial advisory team and service
Updated: 9 May 2023
When it comes to the future of advisory, it's all about creating the right culture within your firm. This means understanding what roles staff and leadership play, identifying what resources you may need, and what internal processes need to be updated.
In this webinar we discuss:
- Creating an advisory culture within your practice.
- How to build an internal process to create an advisory service.
- What resources your firm may need.
- What roles do staff play and what role does leadership play.
- Culture shift - for well-established firms and for new firms.
Featuring business accounting and advisory industry experts:
- Mark Holton, Founding Director at Smithink
- Felicity Hill, Director at Frank Accounting
- Hosted by Richard Snell, Head of Sales at Aider
