Read the report to learn:
“Join our experts in breaking down the value of advisory services,
client relationships, and how your firm can implement an advisory
-centric strategy
Success in the profession now depends on a stronger advisory role.
You think you’re already providing advisory services, which may be
true, but are you genuinely putting advisory guidance at the core
of your client relationships? Do your clients understand the value
your advisory services offer? Are you cultivating a culture of
advisory guidance within your team to grow and enhance client
relationships for the long haul? Are you being paid adequately
for the value you bring to the table?
If you answered no to any of these questions, it’s time to watch
our webinar where you can go through how to fine-tune your
advisory services, how to shift your current offerings to an advisory
model, and how to make sure you’re properly being compensated
for the work you’re doing.”