Delivering On The Promise Of Advisory
Sponsored by Xero
Understanding advisory services can be overwhelming. With a variety of options and technology available, it’s essential you have a plan. In this presentation, you’ll get expert tips on making the transition to advisory services and find new ways to help your clients.
*Understand products associated with advisory.
*Identify where to start with services you’re already equipped to offer.
*Learn how to deliver advisory effectively by prioritizing client goals and setting the right expectations.