There is a lot of talk about ‘Advisory’ in the profession, but exactly what it is, how to deliver it, and how to monetise it is much less clear.

Take a few minutes to watch the the video below and all will become crystal clear.

We prefer the term ‘Financial Advisory’ and we have proven again and again that it can be delivered very successfully by more junior Client Managers as part of a scalable, repeatable service that is effectively an ‘outsourced financial management’ service for clients. We all know SME business owners lack financial understanding, those serious about growth, know they have to address this problem, something that is relatively easy to do with the right tools, training and process.

Evaluate the opportunity for your practice.