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Share a memorable “financial superhero” story. John: “Beware about positioning yourself as the hero!  Make sure the client is the hero and you are the trusted guide. You want to…

How do you introduce clients to advisory services?   John: ” Put yourself in your clients’ shoes and everything is advisory. So, you don’t need to talk about advisory per…

As mobile devices have grown more powerful and WiFi access ubiquitous — and as people have grown used to be able to work anywhere, anytime, on any device, the capabilities…

CAS Members can now re watch our CAS Club Zoom recordings via the www.completeadvisorysolution.com Members hub Login, grab a cuppa and check out the inspiring session with other CAS users…

Insights from John Thompson – Wisdom in Practice Join Rob Brown, the host of The Accounting Influencers Podcast, as he catches up with John Thompson from Wisdom in Practice at…

10-11 May 2023 – ExCeL London I am excited to be speaking at Accountex London on the 10th May 2023 at ExCeL London! We have a fantastic panel, The wonderful…