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Part 3: Producing in Advisory

January 19, 2021 @ 2:00 pm - 3:00 pm

Cost: Free


Nikki Demers


Join us as we partner with Thomson Reuters for a 3 part series to engage in discussion about Advisory Services and scope. 


Part 3: Producing in Advisory
Main Theme: How do we show results and value to the clients? Continue to reinforce the value.

Presenters: Angie Grissom, with The Rainmaker Companies, and Will Hill, with Thomson Reuters

Description: For advisory to have a sustained impact in your firm and your clients, the clients need to see the results they are getting from following your guidance. This session Angie and Will are joined by a firm partner who will share how they have built in continuous progress tracking as part of their advisory services. We will discuss how that impacts the client, their strength of referral and the internal operations of the firm.

CPE is not offered for this session.